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The 25 Most Innovative Agents in America
(Preview this publication)


The winners of "The Most Innovative Agents in America" award, sponsored by The National Alliance for Insurance Education & Research and Rough Notes magazine, tell their stories in a collection of visionary examples. This publication will inspire you to be more creative in your own career.


$55.00 + $5.00 shipping
154 pages

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Agency Disaster Planning:
Get Your Agency Ready!
(Preview this publication)

Read the interview stories from 15 agencies that experienced disasters. Use tips and suggestions from the expert panel and see how surveyed agencies are planning for disasters. Develop a new disaster plan or improve an existing one with the checklists, forms, worksheets, and CD.

$55.00 + $5.00 shipping
198 pages


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Agency Fee-Based Services: How to Provide Insurance and Risk Management Services
(Preview this publication)

Learn from the interview stories how agencies are providing services to increase revenues and attract new accounts. Use the suggestions from the expert panel to see how surveyed agencies are providing services on a fee basis. Discover what services are being provided, how to price and market these services, and the specific state regulations applicable to fee-based services.

$45.00 + $5.00 shipping
134 pages
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CSR Profile: An In-Depth Look at Customer Service Professionals
(Preview this publication)

Use the results of a nationwide survey to compare your compensation, servicing volume, and responsibilities. Read about qualifications, experience, skills, and knowledge for both commercial and personal lines CSRs . Chart a future course with checklists, job descriptions, and career paths. Includes bonus CD.

$55.00 + $5.00 shipping
170 pages
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Growth and Performance Standards (GPS)
2006-2007 Edition
(Preview this publication)

Compare your agency to other agencies of a similar size and region, with respect to income and expense averages, productivity measures, and balance sheet ratios. Discover how the best performing agencies are doing, and gauge the results of agencies in different sized metro areas. Use the companion CD to compare your numbers, compute variances, and improve results.

$75.00 + $5.00 shipping
195 pages

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Managing Human Resources in an
Insurance Agency

(Preview this publication)

Protect your agency from HR problems without spending a lot of time and/or money. Improve your systems and procedures with regard to hiring and firing, employment law, job descriptions, an employee manual, and a procedures manual. Tailor the forms and agreements with the bonus CD.


$149.00 + $5.00 shipping
201 pages
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The Paperless Agency:
Transformation through Innovation
(Preview this publication)

Learn how to use front-end scanning to manage information and move towards a paperless office environment. Discover the benefits for your agency and apply the recommended best practices. Use the detailed project management steps and learn from survey results to maximize operational innovation.

$45.00 + $5.00 shipping
170 pages

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Producer Profile: Compensation, Production, and Responsibilities
(Preview this publication)

Compare survey results on annual compensation, commission rates, benefits, and equity to attract and retain top producers. Examine annual sales production, growth rates, and new business focus. Use checklists, data tables, and job descriptions for both commercial and personal lines producers.

$75.00 + $5.00 shipping
211 pages
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Understanding the Wholesale Insurance Market

As a retail agency, develop ongoing effective relationships with wholesale agencies. If you are a wholesaler, improve your procedures and upgrade your opportunities with retail agencies. Both readers receive additional advice about the selection and authority of each of these agency types.

$25.00 + $3.00 shipping
82 pages

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