Best Practices Series – Bringing the Best Practices Study to Life
Hear it straight from the 'godmother of the Best Practices Study' herself as she takes a look at some of the leading best practices in insurance and brings the Best Practices Study to life. Ever wonder how your agency's performance compares to the rest? Find out in under 60 minutes some of the top workflows for insurance best practices. You'll also discover two simple formulas that will catapult your agency into the stratosphere of agency performance.
This 60-minute webinar, provides a glimpse into some of the nation’s top independent insurance agents secrets of success. Shirley Lukens, vice president of Reagan Consulting and lead author of the Best Practices Study, highlights key insights into the strategic thinking of Best Practices agencies. During this information packed webinar, Shirley shares:
- Metrics and benchmarks that are crucial for independent insurance agencies to understand how their business operations perform and measure up to top-performing agencies
- How top agencies are optimizing technology solutions like insurance agency management system to automate their processes and focus on insurance sales and service
- Marketing that works
- Strategies to acquire and retain clients and top talent
This study provides performance benchmarks in six revenue categories, from less than $1.25 million to more than $25 million.
