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.
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Getting Started
Tools for motivating your agency team to commit to improved performance through Best Practices implementation
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Agency / Company Relationships
Resources for joint planning and for establishing or enhancing company relationships
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Agency Perpetuation/ Estate Planning / Tax Opportunities
Tools and information to help agency owners understand key legal and tax issues affecting their business
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Customer Service
Tools to help you determine and meet customer expectations
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Leadership/ Team Building/ Facilitation Skills
New approaches and management practices to help you be a successful leader
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Procedures/ Workflows
Information regarding internal operations and managing change
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Sales Development
Resources to help you create a true sales culture and to hire, train, and motivate top producers
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Self Evaluation / Benchmarking
Research on how the best agencies in the country are performing and what they are doing to achieve superior results, plus tools to help you evaluate your performance
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Technology
*NEW RESOURCES ADDED* What other agents are doing to gain a strategic advantage through effective technology
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.
