Best Practices for Agency Operations Webinar Series recordings and handouts.
2019 Best Practices Study Highlights
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.
Brian McNeely 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.
Best Practices for Interviewing
Recording and HandoutHiring 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.
SET A FOUNDATION WITH BEST PRACTICES 101
- 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
GAIN AN UNDERSTANDING OF THE KEY METRICS
- The Buyer Coverage Ratio: The Most Important Metric in Perpetuation - Recording and handout. PLAN FOR GROWTH AND THE FUTURE
- Mergers & Acquistions as a Growth Strategy - Recording and handout.
ROUND OUT AGENCY EFFORTS
- Technology Insights - Recording
- The Diversity Council Presents Navigating Unconscious Biases to Enhance Your Agency's Success - Recording 
