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Best Practices

Lean on research from the industry's top performing agencies for strategies to improve the quality and capabilities of your employees so they can do the best job for your clients. See where your agency stacks-up and tap into our studies, education and resources to set the course for success.

Best Practices Agency Feature

Guide to Producer Contracts
Every producer in the agency should have a written, signed contract with the agency, which
serves as the basis of the business relationship. The contract defines the ownership of the
business produced, and the responsibilities and obligations of the parties, and it also provides
the agency with legal recourse to discourage piracy of produced business. Contracts can both
negatively and positively affect the value of an agency. The Guide to Producer Contracts can help.

Cash Flow: Is It Killing Your Agency?
RDWebinarMoney.jpgA Best Practices for Agency Operations Webinar.

Many agencies financially focus on one thing, the income statement. While profitability and growth are very important, you can't forget the balance sheet. 2020 has been anything but normal and put many agencies in a cash pinch; they've had to consider how much working capital they have and ultimately need. 

Being a Best Practices Agency means knowing your numbers. To truly know your numbers, you have to know how much working capital your agency truly has. That means enough CASH to sustain the agency's operations.

RD Advisory Group presents a free on-demand webinar that can help walk you through what you need to know as their advisors encourage agencies to build financial awareness that incorporates the agency's balance sheet. Because you can't rely solely on a bank statement to measure your cash position and it's not profitability that put's agencies out of operation… it's cash. See all webinars here.

Best Practices Ad

Industry Podcast
RDAdvisoryGroupLogo.jpegLooking for a podcast to walk you through candid conversations on industry issues? Take a look at RD Advisory Group - Roe and Don - who are are a catalyst for positive change and their podcast library.

Best Practices Crash Course

Simply setting the new business bar higher for your producers is a growth improvement strategy that may cost you nothing and yes, this includes agency owner-producers, too

On Demand Education: What Do The Metrics Mean and How Can You Use Them
From metrics overview to a deep dive into perpetuation planning, find free recorded webinars and materials to help you take calculated steps to grow your agency. 

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BetterTogether: Strategy & Sales Velocity
How to Make the Most of the Best Practices Research


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