How does your brokerage stack up against the top performing brokerages in North America? The Best Practices program helps you find the answer. The foundation for this program is the groundbreaking Best Practices Study done by the Independent Insurance Agents & Brokers of America (IIABA). The study identifies the characteristics of leading agencies and brokerages, which provide a benchmark of performance to measure your brokerage against. This information will help you perform an in-depth financial analysis of your brokerage, comparing figures such as net revenue, profit percentage, growth rates, and average commission per employee.
The Best Practices Program consists of five one-day modules. You can register for individual modules; however, the five-part seminar series run in sequence and should be completed over a period of one year for best results. A certificate is awarded to the brokerage upon completion of the entire program.
Setting the Framework for Change
Sales and Marketing
Human Resources Management
Operations and Financial Management
Method of Study: five one-day modules held in Toronto, completed over a period of one year.
Please send an email to the Marketing and Program Coordinator should you wish to learn more about this program.