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.

If you want to create more productive partnerships with carriers then order the Joint Planning Tool Quick Step.
If you want to be proactive by analyzing and improving agency performance then the Self-Diagnostic Tool is right for you.
Do you want to measure sales and potential?
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.
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.
Six Revenue Categories, Study Highlights, Executive Summaries & Key Benchmarks, Cross Category Comparison, and Over 3,000 Data Points.
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…
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…
The Most Comprehensive Study of Independent Agencies—See the Insights That Matter.
As the independent agency channel continues to move past the historic economic disruptions of the coronavirus pandemic and into the challenges of a hard market, Best Practices agencies continue to display exceptional organic growth and profitability.