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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.

2022 Best Practices Study Highlights

Gain An Understanding of the Key Metrics

Best Practices Key Metrics
Recording and handout.
Weighted Average Shareholder Age "WASA"
Recording and then test the formula!
Sales Velocity
Recording and handout then test the formula!
Three Strategies for Organic Growth
1 minute recording
The Buyer Coverage Ratio: Important Metric in Perpetuation:
Recording and handout.

Set a Foundation with Best Practices

2022 Best Practices Study Highlights:
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
Test the formula - what's your agencies new talent investment?
Perpetuation Planning in the Age of Consolodation:
Recording and Handout
Producer Recruiting and Development:
Recording
Avoiding the Producer Recruiting Train Wreck: Recording and Handout
Updating Your Perpetuation Plan: Recording and handout

Round Out Agency Efforts

InsureTech Update
Recording
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

COVID-19

Best Practices Resources

The 2022 Best Practices Study is the latest release.
View all Best Practices resources here.