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Best Practices Webinars

Stay knowledgeable and gain valuable insight into the Best Practices program with the free Best Practices for Agency Operations webinar series. Can't make it live? No problem! Each session will be recorded and sent to registrants post-event.

Each webinar is 15-minutes and scheduled from 2:30 - 2:45 p.m. ET.

Register once for the entire series which includes:

Avoiding the Producer Recruiting Train Wreck

July 30 w/ Brian McNeely from Reagan Consulting

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
August 20 w/ Brian Dietz from Reagan Consulting
Brian Deitz will discuss 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.

2019 Best Practices Study Highlights
September 24 w/ Tom Doran from Reagan Consulting
A new Best Practices report is now available. Attend this webinar and hear the latest on how the industry's best are performing and highlights from the 2019 report.

Bonus Session
October 22, 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 - Recording, handout 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.

Brian McNeely
Reagan Consulting

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

Brian Dietz
Reagan Consulting

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

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