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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. Best Practices Concepts Explained in Just 15-Minutes Webinar series continues with 2019 Study highlights. Learn more and access recordings and handouts here. Pre-Order Available: 2019 Best Practices Study See what's included in the study and research the best agencies in six revenue categories. Coming soon! Agency Comparison Tool Download the free spreadsheet to see how your agency compares with the Best Practices agencies.
2019 Information Just Announced! Congratulations: 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. We salute: Gibson in South Bend - IN Brady, Chapman, Holland & Associates, Inc. - TX Scott Insurance - VA 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.	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 in 2019 and beyond. Watch: Improvement Cycle If you've got 75 seconds we can help you dive into the Best Practices improvement process. What Agency Data Deserves Your Attention Let's say you're short on time, where should you spend your time? 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