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Best Practices

Take Your Agency from Better to Best


To take your agency's performance to the next level, it takes more than luck--you need a strategy. 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 Ad

Best Practices celebrated 25 years of agency benchmarks in 2018. IA magazine profiled each of the three agencies that have been Best Practices since its inception. We salute: 

Best Practices Education Spotlight: Planning for the Future
The Best Practices for Agency Operations offers 15-minute webinars on topics important to future sucess. Check out these replays that focus on planning for the future.


Don't be one of the 55%-60% of firms that are not hiring enough producers to support your growth and perpetuation objectives. Purchase your current copy of the report and review the benchmarks in your agency revenue size and find your roadmap to sucess.

Best Practices Crash Course

Overwhelmed by the wealth of data in the Best Practices Study? Focusing on three of the most valuable metrics can help your agency thrive in 2019 and beyond.
Watch: Improvement Cycle 
If you've got 75 seconds we can help you dive into the Best Practices improvement process.

What Agency Data Deserves Your Attention
Let's say you're short on time, where should you spend your time? 

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. 

How to Make the Most of the Best Practices Research
New Agent Training

​127 South Peyton Street
Alexandria VA 22314
​phone: 800.221.7917
fax: 703.683.7556

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