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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.

NEW: 2022 Best Practices Study Highlights Webinar

Recording and Handout

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

2021 Best Practices Study Highlights: Recording and handout
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
Updating Your Perpetuation Plan: Recording and handout

2022-BPSHighlights-WebinarHandout.pdf

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

Serving Customers and Employees in the COVID-19 World.
Responding to COVID-19 Download the handout.
Embracing the Challenges of a Post-COVID-19 World. Download the handout.

Best Practices Resources

The 2021 Best Practices Study Update is the latest release.

View all Best Practices resources here.