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Best Practices

Compare with the top agencies across the country

The IIABA Best Practices Study follows high-performing agencies in six revenue categories to offer other agencies insight into their operations, and those agencies that implement Best Practices philosophies create more revenue and make better partners for the carriers they represent.

2021 Best Practices Study Update now availalble. Includes guide to producer contracts.
Free 15-Minute Webinars: "Best Practices for Agency Operations" Register for current webinar series and access on-demand past session recordings

Tool: Compare your own results to Best Practices agencies by with the Agency Comparison Workbook.

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Become a Best Practices Agency

The Best Practices Agencies are selected every three years, and the next cycle of nominations is currently open (closes Jan. 30, 2022).

Agencies are studied to provide benchmarks and operational information on growth, profitability, productivity and financial stability. Agencies that choose to participate submit detailed financial and operational information, which is scored and ranked objectively. Responses to management and industry-related questions are also requested.

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