None

Best Practices Webinars

The Best Practices for Agency Operations webinar series are free, fast and informative sessions, usually around 20-minutes in duration.

"Updating your Perpetuation Plan" – Brian Deitz, Reagan Consulting | August 12; 1 p.m. ET Navigating private ownership looks much differently than it did in 2010. What changed over the past 10 years and how can you internally perpetuate with today's multiples? Join Brian Deitz at Reagan Consulting to learn more about how you can grow your agency and retain your independence.

“2021 Best Practices Study Update Highlights" – Tom Doran, Reagan Consulting | September 23; 1 p.m. ET Reagan Consulting and the Big “I" are excited to release the newest edition of the Best Practices Study. Join Tom Doran as he discusses this year's highlights and what agencies are doing to continue to perform at record levels.

“Insurtech Update" – Harrison Brooks, Reagan Consulting | November 18; 1 p.m. ET Over the past few years, tech-enabled brokers are on the rise and technology innovations have come to the insurance space. Harrison Brooks at Reagan Consulting takes a quick dive into key trends in insurance technology and how your insurance agency should respond. During this session we will help agents and brokers turn theoretical insurance technology trends into action.
REGISTER

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
Sales Velocity: Recording and handout.

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

Cash Flow: Is It Killing Your Agency? Recording and Handout.
Mergers & Acquistions as a Growth Strategy: Recording and handout.
Perpetuation Planning: Recording
Perpetuation Planning in the Age of Consolodation: Recording and Handout
Producer Recruiting and Development: Recording
Avoiding the Producer Recruiting Train Wreck: Recording and Handout

Round Out Agency Efforts

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