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Best Practices

Take Your Agency from Better to Best To take your agency's performance to the next level, it takes more than luck--you need a strategy. 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. Webinar Replay and Handouts Best Practices concepts explained in 15-min 2019 Best Practices Study Discover what's included and order your copy today Agency Comparison Workbook Free download allows comparison to 2019 BP results
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. 25 Years of Benchmarks Best Practices celebrated 25 years of agency benchmarks in 2018. IA magazine profiled each of the three agencies that have been Best Practices since its inception: Gibson in South Bend - IN Brady, Chapman, Holland & Associates, Inc. - TX Scott Insurance - VA	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