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Benchmarking your agency

Managing an agency is a 24-7 job. As a business owner, it is essential to take a step back on a regular basis, monitor the agency's performance, and benchmark that performance with other agencies of similar size and profile. To help member agencies see where they stand, various publications are available. One of the best resources is the Best Practices Study published by IIABA and Reagan Consulting annually.

Access the 2018 Best Practices Study (readable but not printable)

Purchase the 2018 study (printable format)

Access the 2017 Best Practices Study

Other industry publications that can provide data include: The Producer Profile, The CSR Profile and The Growth and Performance Standards by the National Alliance Research Academy, and in some case MarshBerry's Counterpoint. 


Best Practices Agencies

Agencies can also submit their data to determine whether they qualify for a Best Practice Agency. In Pennsylvania and Delaware, the following agencies have acquired that distinction:


  • Bellevue Insurance Services, Wilmington


  • Gannon Associates, Towanda
  • Gunn-Mowery, Camp Hill
  • Miller’s Insurance Agency, Downingtown
  • Paul Sprowls Agency, Uniontown
  • Rossbacher Insurance Group, Corry
  • Seubert & Associates, Pittsburgh
  • William A Graham Company, Philadelphia



Need help?

Fee-for-service counselors are available to help in lieu of many of the DIY compliance resources described here.
800-998-9644, option 4

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Upcoming Programs

P&C Licensing Course   
        Jan. 29-31 ~ Mechanicsburg, PA
CISR Personal Lines   
        Feb. 5 ~ Newtown Square, PA
CISR Pers. Residential   
        Feb. 6 ~ Mechanicsburg, PA
CISR Agency Operations   
        Feb. 7 ~ Pittsburgh, PA
P&C Licensing Course   
        Feb. 12-14 ~ Breinigsville, PA
L&H Licensing Course   
        Feb. 19-21 ~ Mechanicsburg, PA
CIC Agency Management   
        Feb. 20-22 ~ Harrisburg, PA
HOLD: Auto/Recreation   
        Feb. 26 ~ Frederick, MD
HOLD: Auto/Recreation   
        Feb. 27 ~ York, PAFull Schedule

Agency Procedure Manual

Customizable documents to formalize agency workflows.

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