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Education Home Page
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Featured Product: Top Producers: Discover, Train, Reward
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Learn how to create a producer plan from recruting, hiring, compensating, developing and keeping a long-term employee. Includes a copy of Guide to Producer Contracts at no additional charge.
Click here to download an order form.
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Return Policy for E-Products
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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.
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New Release: 2011 Update
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A companion to the 2010 Best Practices Study, the 2011 Update provides up-to-date benchmarking figures and most current analysis for accurate comparisons.
The Best Practices Study was designed to identify new ways for agencies to grow, increase profitability and stability, perpetuate ownership and operations, and enhance viability and value through an analysis of selected Best Practices agencies.
Click here to download an order form.
Click here to order the e-book online.
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Best Practices Study "Tool Set"
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Available in
hard-copy or electronic delivery.
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Through the Study you can get the answers you need, such as should we focus on growth or profitability? Is our employee productivity where it should be? Are our compensation levels appropriate? What are the best sources for recruiting new talent? What are the most effective organic growth strategies? How do we compare to our peers and more.
Purchase the "Tool Set" and obtain both the 2010 Best Practices Study and the 2011 Update for the complete picture.
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Joint Planning Tool Quick Step
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Available in electronic format.
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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.
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Top Producers: Discover, Train, Reward
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Available in
hard-copy or electronic delivery.
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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.
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Customer Service Made Simple
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Available in
hard-copy or electronic delivery.
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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.
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The Practical Agency Planner
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Available in
hard-copy.
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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.
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Interactive Agency Self-Diagnostic Tool
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Available in electronic format.
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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
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Available in
hard-copy or electronic delivery.
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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.
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Best Practices in Perpetuation & Management Succession
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Available in
electronic delivery, only.
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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.
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Available in
hard-copy.
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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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Contact Us
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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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