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Best Practices Webinars

The Best Practices research gives agencies and the industry key benchmarks and operational information on growth, profitability, productivity, and financial stability.

Browse the on-demand webinar recordings below and play for snack-size bits of knowledge that can help create success in key areas of importance to agency operations.

Best Practices 101
1) 2018 Best Practices Study Overview - Webinar recording, presentation (PDF) and order report.
2) Agency Data What to Watch And What To Be Concerned About - Webinar recording
3) Best Practices Study - The Top FIVE Things It Can Help In Your Agency - Webinar recording

4) 2016 Best Practices Study Highlights - Webinar recording and presentation (PDF)

Key Metrics

1) Best Practices - Key Metrics - Webinar recording and presentation (PDF)

2) The Buyer Coverage Ratio: The Most Important Metric in Perpetuation - Webinar recording and handout
3) Weighted Average Shareholder Age "WASA" - Webinar recording and purchase 2018 Best Practices Study Update

4) Sales Velocity - Webinar recording and presentation (PDF)

Round Out Your Agency Efforts
1) Technology Insights - Webinar recording
2) Navigating Unconscious Biases to Enhance Your Agency's Success - Webinar recording and presentation (PDF)

3) ACT Presents the Customer Experience Lifecycle - Webinar recording and handout

Growth and the Future

1) Mergers & Acquistions as a Growth Strategy - Webinar recording and presentation (PDF)

2) Perpetuation Planning - Webinar recording and presentation (PDF)

3) Producer Recruiting and Development - Webinar recording and presentation (PDF)