Best Practices

Best Practices Joint Planning Tool Quick Step

If you want to create more productive partnerships with carriers then order the Joint Planning Tool Quick Step.

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Sales Potential Quick Check

Do you want to measure sales and potential?

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The Customer Service Experience Handbook

This handbook provides direction that will help you to confidently and efficiently provide meaningful, valuable and profitable customer service as a foundational component of your business.

Guide to Producer Contracts

Every producer in an agency should have a written, signed contract with that agency, which serves as the basis for a business relationship. If you want to understand the contractual elements and increase your knowledge of what should be included in your producer contracts, order the Guide to Producer Contracts.

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2024 Best Practices Study Update

Six Revenue Categories, Study Highlights, Executive Summaries & Key Benchmarks, Cross Category Comparison, and Over 3,000 Data Points.

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2022 Best Practices Study

2022 Best Practices Study. The annual Best Practices Study (BPS) originated in 1993 as an initiative by the Independent Insurance Agents & Brokers of America (or Big I) to help its members build and maintain the value of their most important assets, their agencies. By studying the leading agencies and brokers in the country, the association hoped to…

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Raising the Bar with Producers

For the past 25 years, the Big “I” and Reagan Consulting have partnered to produce the Best Practices Study, a comprehensive examination of the top-performing agencies across the country. The study compiles benchmarking data on key metrics of agency performance and value, including revenue growth and profitability, financial stability, expense management, and sales and operations productivity. An article in last…

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Agency Universe Study

The Most Comprehensive Study of Independent Agencies—See the Insights That Matter.

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