Skip Ribbon Commands
Skip to main content

Best Practices Webinars

The Best Practices for Agency Operations webinar series are free, fast and informative sessions, usually around 20-minutes in duration. 

"Updating your Perpetuation Plan" – Brian Deitz, Reagan Consulting Navigating private ownership looks much differently than it did in 2010. What changed over the past 10 years and how can you internally perpetuate with today's multiples? Join Brian Deitz at Reagan Consulting to learn more about how you can grow your agency and retain your independence. ON DEMAND: Recording and handout

“Insurtech Update" – Harrison Brooks, Reagan Consulting  Over the past few years, tech-enabled brokers are on the rise and technology innovations have come to the insurance space. Harrison Brooks at Reagan Consulting takes a quick dive into key trends in insurance technology and how your insurance agency should respond.  During this session we will help agents and brokers turn theoretical insurance technology trends into action. ON DEMAND: Recording

“2021 Best Practices Study Update Highlights" – Tom Doran, Reagan Consulting Reagan Consulting and the Big “I" are excited to release the newest edition of the Best Practices Study. Join Tom Doran as he discusses this year's highlights and what agencies are doing to continue to perform at record levels.ON DEMAND: Recording and handout

Gain An Understanding of the Key Metrics

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

Round Out Agency Efforts

  • 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


Best Practices Resources

The 2021 Best Practices Study Update is the latest release.

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

Follow Us!

Empowering Trusted Choice®
Independent Insurance Agents.​