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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.

The 2022 Best Practices Study is scheduled for release in September 2022 and based on the newly announced Best Practices Agencies. Register today and save time on your schedule to hear Tom Doran, Partner at Reagan Consulting, discuss the highlights, trends and more.

2022 Best Practices Study Highlights Webinar

October 5, 2022 at 2:00 PM EDT
Register Today!

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

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.

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