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Best Practices Webinars

The Best Practices for Agency Operations webinar series are free, fast and informative sessions, usually around 20-minutes in duration. Scroll down for on-demand options by subject area.

By studying the leading agencies and brokers in the country the Big I and Reagan Consulting hope to provide member agents with meaningful performance benchmarks and business strategies that can be adopted or adapted for use in improving agency performance, thus enhancing agency value. As the industry continues to adjust to the new normal register for this webinar that offers insight into how a Best Practices firm would think or rethink about their business in light of everything that is happening. The 2020 Best Practices Study Update will include a white paper on this critical topic and this short session offers a preview and insight. How can you be proactive? How can you rethink your business? The 2020 Best Practices Study Update will be available in September and will offer the Re:Think white paper and the latest benchmarking and financial information.

Click here to watch the replay.
In this short, direct and fast-paced presentation, Andrew Mellen, “The Most Organized Man in America" and a frequent speaker and trainer within the IIABA community, will show 3 ways to immediately increase agency capacity AND individual productivity. Andrew will address 3 of the biggest bottlenecks for almost every company: EMAIL, INTERRUPTIONS, and MEETINGS — and we all know that as challenging as these issues were when we worked in an office, they create even more problems working remotely. He'll start with interruptions, the biggest cause of lost focus and momentum which has only become worse now that work and home happen in the same place. Then onto email and things we can do instantly to improve and speed up internal communications and our use of email. He'll finish the presentation by offering us ways to make meetings more effective as we lean heavily on video conferencing platforms to take the place of conference rooms—including when to skip meetings altogether. If you're struggling to adapt to your newish work environment while trying to manage your old ineffective work habits, you won't want to miss this session.

Join Harrison Brooks from Reagan Consulting as he touches on August 2020's Top 4 issues including COVID-19 turning the world upside down - diversity - political uncertainty and the perpetuation model at the breaking point. In this fast-paced session, you’ll learn how the insurance industry is faring today and how agencies can best prepare for the future amid the current economic uncertainty. What has changed as a result of the COVID-19 pandemic and what areas should agencies focus on now? Harrison will offer practical tips on how agencies can use this moment to reimagine current structures while also focusing on growth on this Responding to COVID-19 webinar.

Gain An Understanding of the Key Metrics

Set a Foundation with Best Practices
  • 2019 Best Practices Study Overview: Recording and handout
  • 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   

Plan for Growth and the Future

Round Out Agency Efforts
  • NEW! Hacking Your Way to Higher Capacity + Productivity - Recording
  • Technology Insights - Recording
  • Navigating Unconscious Biases to Enhance Your Agency's Success - Recording
  • Agents Council for Technology Presents the Customer Experience Lifecycle Recording and handout
  • Best Practices for Interviewing - Recording and Handout

The 2020 Best Practices Study is the latest release.

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Alexandria VA 22314
​phone: 800.221.7917
fax: 703.683.7556

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