2007 Best Practices Study

Agencies with Revenues Between $1,250,000 and $2,500,000

Executive Perspectives

Profile

Revenues/ Expenses

Financial Stability

Employee Overview

Producer Info

Service Staff Info

Technology

Insurance Carriers

Appendix

Organic Growth by Line of Business

Commercial P&C

Bonds

30.0%

50.0%

15.0%

25.0%

0.0%

0.0%

Average

+25% Profit

+25% Growth

Average

+25% Profit

+25% Growth

Personal P&C

Value Added Services – P&C

20.0%

3.0%

1.5%

10.0%

0.0%

0.0%

Average

+25% Profit

+25% Growth

Average

+25% Profit

+25% Growth

Group L&H

Individual L&H

4.0%

0.0%

-2.0%

-12.5%

-25.0%

-8.0%

Average

+25% Profit

+25% Growth

Average

+25% Profit

+25% Growth

Value Added Services – L&H

Total Commission & Fees

20.0%

6.0%

Insufficient Data

3.0%

10.0%

0.0%

0.0%

Average

+25% Profit

+25% Growth

Average

+25% Profit

+25% Growth

Revenue Growth by All Sources (including Total Comm & Fees, Contingent/Bonus and Investment Income)

25.0%

Net Revenue Growth (Organic) Net Revenue Growth - Organic Net Revenue Growth - Total Net Revenue Growth (Total)

12.5%

0.0%

Average

+25% Profit +25% Growth

40 2007 Best Practices Study | Agencies with Revenues Between $1,250,000 and $2,500,000 | Revenues/Expenses