2007 Best Practices Study

Agencies with Revenues Over $25,000,000

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

39.1%

1-3

8.7%

4-6

17.4%

7-10

8.7%

11+

26.1%

Impact on

Personal Lines Functions

% Having Function

Effectiveness/Efficiency

Very Negative

Very Positive

Inquiry—Billing, Policy, Claims View/Status

100.0% 50.0% 43.8% 93.8% 68.8% 81.3%

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

92.3% 61.5% 69.2% 84.6% 53.8% 76.9%

Claims Reporting

Loss Runs

Rate/Quote Policy Issue

Endorsements

171 2007 Best Practices Study | Agencies with Revenues Over $25,000,000 | Technology