Portland, OR, September 2021 – The Partners Group retained its Best Practices status, as part of an elite group of independent insurance agencies around the United States. This status comes by participating in the Independent Insurance Agents & Brokers of America (IIABA or the Big “I”) Best Practices Study group. The annual survey and study of leading independent insurance agencies documents the business practices of the “best” agencies and urges others to adopt similar practices.
Since 1993, the Big “I” and Reagan Consulting, an Atlanta-based management consulting firm, have joined forces to study the country’s leading agencies in six revenue categories. The agencies comprising the study groups are selected every third year through a comprehensive nomination and qualifying process and awarded a “Best Practices Agency” designation. Agencies are nominated by either an IIABA affiliated state association or an insurance company and qualified based on operational excellence.
The selected Best Practices agencies retain their status during the three-year cycle by submitting extensive financial and operational data for review each year. This is the third year of the current three-year study cycle, in which more than 1,000 independent agencies throughout the U.S. were nominated to take part in the annual study, but only 262 agencies qualified for the honor. To be chosen, the agency had to be among the 35–45 top-performing agencies in one of six revenue categories.
TPG President Brad Nantz said, “Achieving this recognition starts with our people and requires that we invest in operational excellence. When we deliver our services through dedicated professionals who use consistent, best-in-class policies, practices, and systems, it results in high client satisfaction which allows TPG to thrive and grow.”
The Partners Group
Through our consulting, insurance, and financial services, TPG has been making a difference in our local communities since 1981. We’re a partner that helps individuals and businesses across the nation solve problems and grow via custom strategies that discover, protect, and enhance the future. The Partners Group has been named one of the top 100 largest insurance brokerage firms in the U.S. Our consulting services include employee benefits, retirement plan, wellness, total absence management, healthcare analytics, wealth management, and commercial and personal insurance. For more information, please visit thepartnersgroup.com or call 800-722-6339.
Advisory services offered through TPG Financial Advisors, LLC, an SEC-Registered Investment Advisor and a wholly owned subsidiary of The Partners Group, LTD.
Founded in 1896, the Independent Insurance Agents & Brokers of America (the Big “I”) is the nation’s oldest and largest national association of independent insurance agents and brokers, representing more than 25,000 agency locations united under the Trusted Choice brand. Trusted Choice independent agents offer consumers all types of insurance—property, casualty, life, health, employee benefit plans and retirement products—from a variety of insurance companies.