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

Real Time Interface (continued)

Via Agency Management System

% of Agencies

Number of Real-Time Inferfaces None

20.0%

1-3

33.3%

4-6

36.7%

7-10

6.7%

11+

3.3%

Impact on

Personal Lines Functions

% Having Function

Effectiveness/Efficiency

Very Negative

Very Positive

Inquiry—Billing, Policy, Claims View/Status

100.0% 87.5% 75.0% 95.8% 75.0% 75.0%

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

100.0% 87.5% 87.5% 87.5% 70.8% 75.0%

Claims Reporting

Loss Runs

Rate/Quote Policy Issue

Endorsements

55 2007 Best Practices Study | Agencies with Revenues Between $1,250,000 and $2,500,000 | Technology