2015 Best Practices Study

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

Key Benchmarks Profile Revenues Expenses Profitability Employee Overview Producer Info Service Staff Info Technology Insurance Carriers Appendix

Revenue by Account Concentration % of Revenue Derived from Average

Top 25% Profit

Top 25% Growth

Largest Account

4.5%

2.4%

6.7%

High Low

25.1%

0.8%

10 Largest Accounts

13.8% 47.4%

11.6%

13.9%

High Low

1.4%

Average

Top 25% Profit

Top 25% Growth

“Other” Group Life & Health Revenue Source (excluding Group Medical) Life 42.1% *

44.4%

Disability

8.0%

* * * * * * *

6.2%

Dental & Vision

12.1%

19.5%

Retirement/Pension

9.0% 5.7% 2.0%

0.0% 0.0% 0.0%

Worksite/Voluntary/Supplement

Long-Term Care

Employee Benefits TPA

10.0% 11.1%

29.9%

All Other

0.0%

*Insufficient Data

2015 Best Practices Study

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

33

Note: See page 163 for an explanation of column headings