2007 Best Practices Study

Agencies with Revenues Between $5,000,000 and $10,000,000

Executive Perspectives

Profile

Revenues/ Expenses

Financial Stability

Employee Overview

Producer Info

Service Staff Info

Technology

Insurance Carriers

Appendix

Real Time Interface (continued)

Via Agency Management System

% of Agencies

Number of Real-Time Inferfaces None

13.8%

1-3

17.2%

4-6

24.1%

7-10

24.1%

11+

20.7%

Impact on

Personal Lines Functions

% Having Function

Effectiveness/Efficiency

Very Negative

Very Positive

Inquiry—Billing, Policy, Claims View/Status

96.2% 73.1% 69.2% 88.5% 69.2% 92.3%

Claims Reporting

Loss Runs

Rate/Quote Policy Issue

Endorsements

Impact on

Commercial Lines Functions

% Having Function

Effectiveness/Efficiency

Very Negative

Very Positive

Inquiry—Billing, Policy, Claims View/Status

91.7% 66.7% 75.0% 79.2% 62.5% 83.3%

Claims Reporting

Loss Runs

Rate/Quote Policy Issue

Endorsements

113 2007 Best Practices Study | Agencies with Revenues Between $5,000,000 and $10,000,000 | Technology