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Introduction

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Other Best Practices Studies

In addition to providing benchmarks and documenting the business practices of leading agencies, the IIAA

and Reagan Consulting periodically address specific business practices or focus on issues of critical

importance to independent agencies. These topical Best Practices studies include:

The

Best Practices

of Leading

Sales Organizations in the United States,

a report that summarized the

practices of leading sales organizations both inside and outside the insurance industry

The Best Practices in Business Perpetuation and Management Succession,

a report and workbook that

provided motivation and useful information to help independent agencies address the issue of business

perpetuation

The Insurance Distribution Study: Trends, Implications, and Effects of Change,

a report that examines

changes taking place within other distribution systems, compares changes within the Independent

Agency System, and offers recommendations for the future success of our insurance distribution

system.

These studies can be ordered through the IIAA distribution Center by calling 1-800-261-4422.