Best Practices Tool Kit
The Best Practices initiative evolved by asking top rated agencies how they got where they are. IIABA provides a complete family of Best Practices tools, workshops, and services to help your agency reach its full potential. Best Practices can help you understand the past, analyze the present and formulate a strategy for the future. To obtain the resources you need, scan the list below and click on a topic or download the Best Practices Order Form.
Self Evaluation / Benchmarking
The most up-to-date financial and operating results of the Best Practices agencies.
View Results
Agency Performance Analysis (APA)
An automated service providing a succinct but comprehensive analysis of your agency's operating performance. The customized APA report identifies where your results compare favorably and where your performance falls short of the leading firms in productivity, profitability, growth and other critical areas. More Info
View Sample
Interactive Agency Self Diagnostic Tool
An easy-to-use electronic workbook providing the information and resources you need to evaluate current agency performance and develop an action plan to help you achieve your performance objectives. Contains checklists and worksheets. Recently updated (10/08) with the latest Best Practices benchmarks.
Download Order Form
Self Diagnostic Tool Quick Check
A simple four-page test of an agency's growth, stability, profitability, and financial management practices. Provides an immediate overview of an agency's strengths and weaknesses.
Download Copy
2009-2010 Non-Producer Compensation and Benefits Survey
Report offers information on agency salary ranges, benefit offerings and bonus/incentives for both managers and non-manager positions. For more information on Compensation Survey, contact Business Management Group directly (www.bmgconsulting.com).
Back to Tool Kit
Special Acknowledgement
We wish to thank the following companies for their sponsorships which have funded the development of the 2011 Best Practices Study and the update of the Best Practices Gateway.
