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Best Practices Study – jj

Best Practices Study


Additional Resources

2018 Best Practices For Agency Operations Webinar Series:

  1. Weighted Average Shareholder Age (WASA) – Getting younger in the face of an aging shareholder group
    April 2017
    Webinar recording link:  https://vimeo.com/bigivirtualuniversity/review/214061921/1d85528e70

2017 Best Practices For Agency Operations Webinar Series:

  1. Key Data:  What to Watch – What To Be Concerned About
    April 2017
    Webinar recording link:  https://vimeo.com/bigivirtualuniversity/review/214061921/1d85528e70
  2. Sales Velocity
    June 2017
    Webinar recording link:  https://vimeo.com/bigivirtualuniversity/review/223495173/575891056
  3. Technology Insights
    August 2017
    Webinar recording link:  https://vimeo.com/bigivirtualuniversity/review/231005083/ccd2609575
  4. 2017 Best Practices Study Highlights
    September 2017
    Webinar recording link:  https://vimeo.com/bigivirtualuniversity/review/234721051/c93df5b155

2016 Best Practices for Agency Operations Webinar Series:

  1. Best Practices – Key Metrics
    March 2016
    Webinar recording link:  https://vimeo.com/bigivirtualuniversity/review/160923718/fef66fea7e
  2. Mergers & Acquisitions as a Growth Strategy
    June 2016
    Webinar recording link:  https://vimeo.com/bigivirtualuniversity/review/170845677/d6b8002bc9
  3. 2016 Best Practices Study Highlights
    September 2016
    Webinar recording link:  https://vimeo.com/bigivirtualuniversity/review/183696282/82d5609a09
  4. Perpetuation Planning
    October 2016
    Webinar recording link:  https://vimeo.com/bigivirtualuniversity/review/188021057/4a0b71baa7
  5. Producer Recruiting and Development
    December 2016
    Webinar recording link:  https://vimeo.com/bigivirtualuniversity/review/196052479/02c737b7d8

Listen to Best Practices Agencies explain how participation in the study has impacted them:
Why is it important for an agency to participate in Best Practices?  Lloyd Einsenrich, Weatherby Eisenrich Insurance, TX
How do Best Practices change the way an agency looks at itself?  Barbara Walker, Heartland Insurance Agency, MI
How do agencies use Best Practices information in planning for the future?  James Marek, Stratton Agency, CA
On being a Best Practices Agency  Chris Van Abel, VAST, MI

2016 Best Practices Agency Nominees: “Your Best Practices Nomination – What’s Next? A Timeline, Tips, and Benefits Review” Listen to the webinar recording here.

Additional Reagan Consulting Studies
Organic Growth and Profitability Survey:   This quarterly study was launched in 2008 and is the industry’s premier source of real-time data for mid-size and large insurance brokers. Many of the industry’s leading firms rely on the data each quarter to benchmark their results and assess their performance.  To learn  more about the OGP, which is open to participation by any interested agency, visit the OGP webpage.

Producer Recruiting and Development: A consistent challenge for many agencies.  To read about the findings of a recent Reagan Consulting Study in the area, and gain a new perspective on your own efforts in this area, download the Producer Recruiting and Development Study.

View and purchase other Best Practices products from the IIABA. Go to the IIABA Best Practices website.



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