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Education Home Page | Top Producers: Discover, Train, Reward |  Top Producers: Discover, Train, Reward guides the reader through the steps of finding, hiring, training, compensating and managing great performers. Includes information on Selection, Development and Motivation.
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Top Producers includes the Guide to Producer Contracts, at no additional charge. Click here to download an order form.
Click here to order the e-book online.
Return Policy for E-Products | Due to the nature of the information being sold, we unfortunately cannot accept returns of products once they have been delivered. Please be sure to read all available information about a report before you place your order. If you have any questions about a report's coverage or relevance, simply contact us. |
| New Releases | 2009 Best Practices Study Update The 2009 Best Practices Study Update will provide the latest financial and benchmarking information needed to compare and contrast your agency data. This study can help open the door to success and an understanding of how the best agencies in the industry operate and is best used in conjunction with the 2007 Best Practices Study.
Click here to download an order form.
Click here to order the e-book online. |
Non-Producer Compensation & Benefits Survey
Obtain the Best Practices endorsed compensation source that offers the knowledge you need to retain your best employees.
Click here to learn more. | | 2007 Best Practices Study | 
Available in
hard-copy or electronic delivery. | The 2007 Best Practices Study provides critical performance benchmarks in six agency revenue categories ranging from Under $1,250,000 to Over $25,000,000. Agencies can measure, evaluate, and compare results for agency operations including: income & expense distribution, revenue & profitability growth, production & service staff, compensation/productivity, technology expenses, P&C and GL&H carrier representation and more. The study includes a more comprehensive look at the 195 agencies and a variety of management issues including factors most critical to success, top challenges, keys for maximizing productivity and keys for gaining a competitive advantage.
Click here to download an order form.
Click here to order the "Tool Set" e-book online. (2007, 2008, 2009 Studies)
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2009 Best Practices Study Update | 
Available in
hard-copy or electronic delivery. | The 2009 Best Practices Study Update will provide the latest financial and benchmarking information needed to compare and contrast your agency data. This study can help open the door to success and an understanding of how the best agencies in the industry operate and is best used in conjunction with the 2007 Best Practices Study. Click here to download an order form.
Click here to order the e-book online. |
Joint Planning Tool Quick Step | 
Available in electronic format. | Designed to accelerate agency/company planning, this Excel based spreadsheet tool will help you establish and monitor collaborative planning relationships with insurance partners. Click here to download a demo version.
Click here to download an order form.
Click here to order the e-book online. |
Best Practices of Crisis Management | 
Available in CD delivery. | Potential disasters - flooding, tornados, power disruptions, hurricanes... can and do happen. Prepare now for any natural or man-made crisis. This tool will take both an agency and its clients through the cricial steps of preparing a business recovery plan. Includes a CD to customize, print and share copies of this important information. Click here to download an order form.
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Top Producers: Discover, Train, Reward |
Available in
hard-copy or electronic delivery. | Top Producers: Discover, Train, Reward guides the reader through the steps of finding, hiring, training, compensating and managing great performers. Includes information on Selection, Development and Motivation.
Top Producers includes the Guide to Producer Contracts, at no additional charge. Click here to download an order form.
Click here to order the e-book online. |
Customer Service Made Simple | 
Available in
hard-copy or electronic delivery. | Learn how to lead your team to better evaluate customer feedback, increase the number of policies written and significantly improve account retention and development. Click here to download an order form.
Click here to order the e-book online. |
The Practical Agency Planner | 
Available in
hard-copy. | Perpetuation and expansion are the highest priorities facing independent agencies today. Agencies face a myriad of complex legal and tax issues related to the operation of their business and these issues can dramactically impact both options. This guide will serve as a detailed roadmap for success, profitability and perpetuation. Click here to download an order form. |
Interactive Agency Self-Diagnostic Tool | 
Available in electronic format. | Based off the Agency Self-Diagnostic Tool manual, this interactive tool will allow an agency to take a look at critical aspects and determine where improvements can be made. It also includes a workbook will allow you to compare your year-end results with the results obtained by the Best Practices Agencies, and to calculate any performance gaps between the two.
A basic understanding of navigating Microsoft Excel will help improve use of this product.
Click here to download an order form.
Click here to order the e-book online.
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Guide to Producer Contracts | 
Available in
hard-copy or electronic delivery. | The maze of legal jargon contained in producer contracts is finally explained in this concise guide, which contains sample contracts. For the full picture on finding, hiring, training, compensating and managing great performers check out Top Producers: Discover, Train, Reward. Click here to download an order form.
Click here to order the e-book online. |
Best Practices in Perpetuation & Management Succession | 
Available in
electronic delivery, only.
| This study provides motivation and useful information to independent agents who are currently or will soon be addressing the issue of business perpetuation. Click here to download an order form.
Click here to order the e-book online.
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Best Practices of the Leading Sales Organizations in the U.S. | 
Available in
hard-copy. | This sales study looks at the business philosophies, strategies and practices of some of the leading sales organizations in the U.S. and compares them with leading insurance agencies. Click here to download an order form.
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Best Practices Endorsed Products Non-Producer Compensation & Benefits Survey | 
Obtain the Best Practices endorsed compensation source that offers the knowledge you need to retain your best employees. Salary is only part of the equation when it comes to attracting, retaining and motivating employees. Now you can have up-to-date information about agency and brokerage firm salaries, incentive programs and benefits that can give your agency a competitive advantage. This product is made available through Business Management Group.
Click here for an informational order form. |
2006 Owner, Executive & Producer Compensation Survey | 
Available in
hard-copy. | As an insurance agency owner or executive, you want to manage your business so it's as profitable as can be. That includes designing compensation and benefit plans that attract and retain the best producers. BMG's Best Practices endorsed Owner, Executive and Producer Compensation study has been updated and includes sales management and CSR incentives, owner and executive comparisons, comparisons by line of business, regional breakdowns and more. This product is made available through Business Management Group.
Click here for an informational order form. |
Contact Us | For more information about the products and services available through the Big "I" National Education Department, please call 1-800-221-7917 or email BestPractices@iiaba.net. |
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