Resources
Publications

 

 

Jon Persky is the author of the following publications:

 

Maximizing Agency Value II:
A Guide for Buying, Selling,
and Perpetuating Insurance
Agencies

(Also available as eBook)

Maximizing Agency Value II is a
comprehensive book with over 200
pages of analysis plus a number of
tables, checklists, questionnaires, worksheets, letters, tax forms, and agreements...
Read More

Managing Human Resources
in an Insurance Agency

(Also available as eBook)

This comprehensive book provides
the detailed information to help
insurance agencies with managing
their HR responsibilities. The
author, Jon Persky, CIC, CPA, PHR,
has drawn upon his years of teaching and consulting...
Read More

 

 

 

 

 

Producer Profile

Producer Profile: Compensation,
Production, and Responsibilities

(Also available as eBook)

The Producer Profile is based on a
survey of over 800 P&C producers
from independent insurance agencies
to determine how producers are performing with
respect to compensation, sales production, responsibilities, qualifications, education, and
training...
Read More

CSR Profile

CSR Profile: Unique Views of Insurance
Customer Service Representatives,
Account Managers, and Account
Executives

(Also available as eBook)

The CSR Profile is the insurance industry's
preeminent source for current information on customer
service representatives and other service positions...
Read More

 

 

 

 

Growth & Performance Standards

Growth & Performance Standards
(Also available as eBook)

The Growth & Performance Standards
study provides benchmarks for
comparing independent agency
performance. Independent insurance
agency owners use the results to compare their
agency's performance against their agency peer
group...
Read More

The Profile Package

The Profile Package

The Profile Package—Save $20 when you
buy all three! When you need in-depth
studies that set the standard for agency
productivity, producer compensation and
responsibilities, and experienced service
professionals, these three volumes belong in every
agency...
Read More

 

 

 

 

Life & Benefits Essentials, 2nd Edition

Life & Benefits Essentials,
2nd Edition

(Also available as eBook)

Updated for 2013, Life & Benefits
Essentials is a comprehensive guide
that teaches the basics of life
insurance and benefits. This guide
supplies you with basic knowledge, while it covers
a wide breadth of information...
Read More

Executive Liability Insurance

Executive Liability Insurance
(Also available as eBook)

Executive Liability Insurance is a guidebook that thoroughly explains the exposure and coverage issues. The book is written by Richard (Dick) Clarke, CIC, CPCU, RPLU, a leading expert...
Read More

 

 

 

 

Agency Fee-Based 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...
Read More

Risk Management Essentials

Risk Management Essentials
(Also available as eBook)

Risk Management Essentials is a
comprehensive guide that discusses the
basics of risk management. This guide
covers a wide breadth of information to
form the fundamental understanding of risk management principles and issues...
Read More

 

 

 

 

Dynamics of Selling

Dynamics of Selling: Audio Series

The Dynamics of Selling Audio Series
helps producers to maximize their
potential with street-tested sales
skills. This audio series is based
on the popular three-day Dynamics
of Selling program...
Read More

Dynamics of Selling: Audio Series

Dynamics of Selling:
The Diagnostic Appointment (DVD)


Dynamics of Selling: The Diagnostic
Appointment (DVD) was designed to
help you implement the training you
received while attending the Dynamics
of Selling program. The DVD is a great sales-meeting
and producer coaching tool...
Read More

 

 

 

 

Dynamics Package

Dynamics Package

The Dynamics Package – Save $20
when you buy both! When you need
practical sales reinforcement or
just need to brush up on what you
learned in your Dynamics of Selling
course, we have the package for you. This package
will help you refresh, review, and reinforce your
selling skills...
Read More

Street Smart Selling

Street Smart Selling: Beliefs,
Strategies, and Management Ideas
of Successful Insurance Professionals

(Also available as eBook)

Street Smart Selling helps producers
improve their sales results with practical
sales tips and strategies. The author, Edwin L. Lamont, CIC, CRM, used his years of experience and know-how to produce a book that presents advanced sales topics...
Read More

 

 

 

 

Property & Casualty Insurance Essentials

Property & Casualty Insurance
Essentials

(Also available as eBook)

Property and Casualty Insurance Essentials is a comprehensive guide
that teaches the basics of property
and casualty insurance. This guide supplies you with basic knowledge, yet it covers a wide breadth of information...
Read More

The Essentials Package

The Essentials Package

The Essentials Series Package – Save $20
when you buy all three! When you need
specific and practical information about
exposures, exclusions, and coverages,
there’s an Academy publication in this
series that will give it to you—clearly, definitively, and in
the most applicable manner...
Read More

 

 

 

 

 

Net Income Risk Management: How to Minimize Losses Affecting Revenues and Expenses

Net Income Risk Management: How to Minimize Losses Affecting Revenues
and Expenses

(Also available as eBook)

Net Income Risk Management examines the areas of net income exposures that are difficult to handle. Net income exposures are
caused by the loss of use of property or loss of a key employee, and...
Read More

New! Risk Manager Profile

New! Risk Manager Profile

Risk Manager Profile is based on a survey of nearly 500 risk managers and contains 10 interview vignettes of experienced risk management professionals. This new study offers a glimpse into career paths and present responsibilities... [Not included in The Profile Package]
Read More