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Benchmarking

  

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 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:

Delaware

  • Bellevue Insurance Services, Wilmington

Pennsylvania

  • Engle-Hambright & Davies (EHD), Lancaster
  • Gannon Associates, Towanda
  • Gunn-Mowery, Camp Hill
  • Miller’s Insurance Agency, Downingtown
  • Paul Sprowls Agency, Uniontown
  • Rossbacher Insurance Group, Corry
  • William A Graham Company d/b/a The 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   
        May 22-24 ~ Macungie, PA
CISR Agency Operations   
        May 22 ~ Salisbury, MD
CISR Comm Property   
        May 23 ~ Bethlehem, PA
HOLD-Contracts/Leases   
        May 24 ~ Lancaster, PA
CISR Comm Property   
        May 30 ~ Cranberry Twp., PA
CISR Comm Casualty II   
        May 30 ~ Hagerstown, MD
CISR Comm Casualty I   
        May 31 ~ Altoona, PA
E&O Challenge/Change   
        May 31 ~ Pittsburgh, PA
CIC Life & Health   
        June 4-7 ~ Erie, PA
Full Schedule

Agency Procedure Manual

Customizable documents to formalize agency workflows.

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