2007 Best Practices Study

Agencies with Revenues Under $1,250,000

Executive Perspectives

Profile

Revenues/ Expenses

Financial Stability

Employee Overview

Producer Info

Service Staff Info

Technology

Insurance Carriers

Appendix

PROFILE (of Agencies in this Study Group)

A. Average Total Revenues: $724,802 B. Population Density of Metropolitan Areas Where Home Office is Located Average

+25% Profit

+25% Growth

Less than 50,000

63.9%

62.2%

64.8%

50,000 – 250,000

13.9%

15.6%

13.0%

250,000 – 1,000,000

11.1%

11.1%

9.3%

More than 1,000,000

11.1%

11.1%

13.0%

C. Corporate Structure C

33.3%

33.3%

29.6%

S

55.6%

55.6%

59.3%

Partnership

2.8%

2.2%

1.9%

LLC

5.6%

6.7%

7.4%

Sole Proprietorship

2.8%

2.2%

1.9%

1.1

1.2

1.3

Total # Agency locations

0.0%

0.0%

0.0%

Agency has an ESOP

*

*

*

% of Stock Owned by ESOP

D. Shareholders Number of Shareholders (excluding ESOP)

1.8

2.8

2.8

High

6.0

Low

1.0

E. Ownership Percentage % Owned by Largest Shareholder

79.9%

77.1%

75.1%

High

100.0%

Low

46.0%

F. Shareholder Age Current Age of Largest Shareholder

50.5

46.8

46.8

*Insufficient Data

5 2007 Best Practices Study | Agencies with Revenues Under $1,250,000 | Profile