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Best Practices

Lean on research from the industry's top performing agencies for strategies to improve the quality and capabilities of your employees so they can do the best job for your clients. See where your agency stacks-up and tap into our studies, education and resources to set the course for success. On Demand Webinars New: COVID-19's Impact and the Insurance Industry's Response 2019 Best Practices Study Discover what's included and order your copy today Agency Comparison Workbook Free download allows comparison to 2019 BP results
Featured Education Opportunity Agency Risk Management Essentials – The Dangers of Technology The dangers we face with today's technology are real and the effects of a security breach are more costly than ever. Join us as we delve into the world of cybercrime including phishing, business email compromise (BEC), ransomware, and compromised credentials. During this discussion, you'll hear from two former FBI agents who are experts in the field of cybersecurity, executives from Swiss Re staff from the Big "I" and learn ways to protect yourself and your business from the dangers of today's technology. Next showings: July 1, 6 and 8 at 2 p.m. Eastern. Click here to register.. Best Practices for Agency Operations Webinar Series 2020 Join Brian McNeely from Reagan Consulting for thoughts on how the industry is responding as well as what the future holds, things to think about and issues for the future. This webinar offers a broad industry macro economic perspective and specific issues you may want to think about and is a compliment to the ReaganView article Serving Customers and Employees in the COVID-19 World. Best Practices Education Spotlight: Planning for the Future The Best Practices for Agency Operations offers 15-minute webinars on topics important to future sucess. Check out these replays that focus on planning for the future. Avoiding the Producer Recruting Train Wreck Perpetuation Planning in the Age of Consolidation Mergers & Acquistions as a Growth Strategy Producer Recruiting and Development Don't be one of the 55%-60% of firms that are not hiring enough producers to support your growth and perpetuation objectives. Purchase your current copy of the report and review the benchmarks in your agency revenue size and find your roadmap to sucess. Help With Common Agency Issues The Better Way Agency can help any agency tackle known issues and take steps towards acheving Best Practices levels of performance.	Best Practices Crash Course 3 Most Valuable Metrics Overwhelmed by the wealth of data in the Best Practices Study? Focusing on three of the most valuable metrics can help your agency thrive. Watch: Improvement Cycle If you've got 75 seconds we can help you dive into the Best Practices improvement process. Raising the Bar with Producers: A Key To Organic Growth Simply setting the new business bar higher for your producers is a growth improvement strategy that may cost you nothing and yes, this includes agency owner-producers, too On-Demand Education: What Do The Metrics Mean and How Can You Use Them? From metrics overview to a deep dive into perpetuation planning, find free recorded webinars and materials to help you take calculated steps to grow your agency. How to Make the Most of the Best Practices Research New Agent Training