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Need guidance making changes and improvements? These publications were designed to make your job easier and your agency run smoother.

  1. Agency Disaster Planning: Get Your Agency Ready!

    Agency Disaster Planning: Get Your Agency Ready!

    Develop a new disaster plan or improve an existing one to handle any type of disaster. Read about the 15 personal disaster interview stories of people who endured disasters in their agencies and communities... Read More

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  2. Agency Fee-Based Services: How to Provide Insurance and Risk Management Services

    Agency Fee-Based Services: How to Provide Insurance and Risk Management Services

    (Also available as eBook)
    Readers can learn from the interview stories how agencies are providing services to increase revenues and attract new accounts. This study offers suggestions from an expert panel...
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  3. Critical Factors Affecting Agency Value

    Critical Factors Affecting Agency Value

    (Also available as eBook)
    Critical Factors Affecting Agency Value shows agency owners the most important factors affecting agency value. Use important benchmarks to compare the performance of your agency. Learn what is most rewarding about being an agency owner, and what their greatest challenges are... Read More

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  4. Hiring, Managing and Compensating Insurance Agency Personnel

    Hiring, Managing and Compensating Insurance Agency Personnel

    This comprehensive book provides detailed information to help insurance agencies manage their HR responsibilities. The authors, Jon Persky, CIC, CPA, PHR, and Jenny Foster, CIC, have drawn upon years of teaching and consulting to produce a practical book for everyday use. Agencies without a HR department can use the book as a template to assist them with providing the basic HR functions. Larger agencies with an existing HR department can use the guide to fine-tune their systems and procedures. Read More

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  5. The Agency Value Package

    The Agency Value Package

    Position your agency for success with The Agency Value Package and save $20 when you buy all three! Structure and prepare a strategic plan for your agency’s future; learn which factors will add significant value to your business; evaluate your agency’s financial performance … Read More

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  6. The Digital Agency Value Package

    The Digital Agency Value Package

    Position your agency for success with The Digital Agency Value Package and save $20 when you buy all three e-books! Structure and prepare a strategic plan for your agency's future; learn which factors will add significant value to your business; evaluate your agency's financial performance Read More

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Agency Management Series