Skip Ribbon Commands
Skip to main content
None

Best Practices Webinars

Stay knowledgeable and gain valuable insight into the Best Practices program with the free Best Practices for Agency Operations webinar series. 
2019 RECORDINGS AND HANDOUTS

Bonus Session! Best Practices for Interviewing 
Recording and Handout
Hiring takes more than a gut instinct. Claudia St. John explains strategic thinking, how to structure a panel interview (and why!), prohibited questions, the rule of thirds and why testing is critical.

2019 Best Practices Study Highlights
Recording and Handout
Play this webinar recording and hear the latest on how the industry's best are performing and highlights from the 2019 report which is now available.

Avoiding the Producer Recruiting Train Wreck
Recording and Handout 

Join Brian McNeely of Reagan Consulting as he defines the producer recruiting issues that the industry faces using the Best Practices WASA/WAPA/NUPP metrics, makes the financial case for producer recruiting, offers a formula to help you determine how much you should invest in new producers and touches on some successful strategies related to producer recruiting.


Perpetuation Planning in the Age of Consolidation
Recording and Handout
Brian Deitz discusses M&A activity in the insurance distribution is off the charts but what does that mean for firms that want to remain privately-held. In this session we'll explore how internal perpetuation is changing and how privately-held agents can adapt.


Bonus session: Hiring and Interview Tips - Info coming soon

 
RECORDED WEBINARS

Missed a session or want to revisit? See all previously presented sessions below and watch them on-demand.

 

 
SET A FOUNDATION WITH BEST PRACTICES 101 
- 2018 Best Practices Study Overview - Recordinghandout and order report.   
- Agency Data: What to Watch And What To Be Concerned About - Recording 
- Best Practices Study - The Top FIVE Things It Can Help In Your Agency. Recording   

 
GAIN AN UNDERSTANDING OF THE KEY METRICS
- Best Practices - Key Metrics - Recording and handout.
- The Buyer Coverage Ratio: The Most Important Metric in Perpetuation - Recording and handout.
- Weighted Average Shareholder Age "WASA" - Recording and purchase 2018 Best Practices Study Update
- Sales Velocity - Recording and handout.

PLAN FOR GROWTH AND THE FUTURE
- Mergers & Acquistions as a Growth Strategy - Recording and handout.
- Perpetuation Planning - Recording 
- Producer Recruiting and Development - Recording

ROUND OUT AGENCY EFFORTS
- Technology Insights - Recording
- The Diversity Council Presents Navigating Unconscious Biases to Enhance Your Agency's Success - Recording
- Agents Council for Technology Presents the Customer Experience Lifecycle - Recording and handout



The Best Practices for Agency Operations webinars are led by industry experts.

Bmc.JPGBrian McNeely
Reagan Consulting

Brian primarily works with clients on mergers & acquisitions, agency valuations and strategic consulting projects.


 

BDeitz.JPG
 

Brian Dietz
Reagan Consulting

Brians primary areas of expertise are mergers & acquisitions and agency valuations.



Tdoran.JPG
Tom Doran
Reagan Consulting

Toms areas of expertise include merger and acquisition representation, agency valuation, ownership perpetuation planning, agency valuation enhancement and strategic planning facilitation.


 

The most current Best Practices report 


 


 


 



image 
​127 South Peyton Street
Alexandria VA 22314
​phone: 800.221.7917
fax: 703.683.7556
email: info@iiaba.net

Follow Us!

Empowering Trusted Choice®
Independent Insurance Agents.​