Resources
Publications

 

 

Jon Persky is the author of the following publications:

 

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


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 / Purchase

Managing Human Resources
in an Insurance Agency


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 / Purchase

 

 

 

 

 

Producer Profile

Producer Profile: Compensation,
Production, and Responsibilities


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 / Purchase

CSR Profile

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


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

 

 

 

 

Growth & Performance Standards

Growth & Performance Standards

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 / Purchase

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 / Purchase

 

 

 

 

25 Most Innovative

25 Most Innovative Agents in
America


The 25 Most Innovative Agents in
America honors agents who made
unique contributions to the industry
and exhibited a visionary spirit in
the performance of their daily work. These
individuals set themselves apart as highly
productive leaders...
Read More / Purchase

Life & Benefits Essentials

Life & Benefits Essentials

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 / Purchase

 

 

 

 

Agency Disaster Planning

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 / Purchase

Decoding Executive Liability Insurance

Decoding Executive Liability Insurance

Decoding 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 / Purchase

 

 

 

 

Agency Fee-Based Services

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


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 / Purchase

Risk Management Essentials

Risk Management Essentials

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 / Purchase

 

 

 

 

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 / Purchase

Street Smart Selling

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


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 / Purchase

 

 

 

 

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 / Purchase

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 / Purchase

 

 

 

 

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 / Purchase

The Paperless Agency

The Paperless Agency:
Transformation through Innovation


The Paperless Agency: Transformation
through Innovation helps agencies that
are just beginning to embrace imaging
technology as well as agencies that are
more experienced and technology savvy, with a need
to fine tune their agency...
Read More / Purchase

 

 

 

 

 

Insurance Essentials Handbook

Insurance Essentials Handbook

The Insurance Essentials Handbook 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 / Purchase

Understanding the Wholesale Insurance Market

Understanding the Wholesale
Insurance Market


This study provides a better understanding
of the additional facilities and/or markets
available to the retail agent through the
wholesale agent or broker. Managing
general agents, excess and surplus market, surplus lines
broker...
Read More / Purchase

 

 

 

 

Zoom In on Sales

Zoom In On Sales:
Target Marketing, Prospecting,
and Sales Centers


Zoom In On Sales focuses in how
agencies are using sales centers.
Agency sales centers are a way to
generate new business sales by having an organized
approach to generate leads for the producers...
Read More / Purchase