2022 Best Practices Study

Revenue Growth by Line of Business

AGENCIES WITH REVENUES OF:

MEDIAN

<$1.25M $1.25-$2.5M $2.5-$5M $5-$10M $10-$25M >$25M

REVENUE GROWTH BY LINE OF BUSINESS: Commercial P&C Renewal Business

96.2% 12.2%

97.1% 13.3% 10.3% 10.3% 0.0%

97.3% 13.5% 13.2% 11.7% 28.4% 33.1% 0.0% 92.7% 9.7% 0.0% 5.2% 4.2% 2.8% 0.0% 1.4% 1.4% 0.0% 0.0% 0.0% 2.0% 3.7% 84.6% 43.7% 41.6% 0.0% 1.5% 1.5%

100.3% 12.8%

98.2% 12.8% 12.4% 11.3% 33.8% 48.4% 10.7% 10.7% 92.5% 10.2% 0.0% 0.0% 7.4% 0.0% 5.3% 5.3% 4.9% 0.0% 0.0% 0.0% 74.4% 30.6% 17.9% 0.0% -5.8% -5.8% 0.0% 3.1% 2.3% 92.8%

97.5% 13.8% 12.1% 12.1% 53.3% 21.9% 0.0%

New Business

Acquired Business TOTAL GROWTH ORGANIC GROWTH Bonds/Surety Renewal Business Acquired Business TOTAL GROWTH ORGANIC GROWTH Personal P&C Renewal Business Acquired Business TOTAL GROWTH ORGANIC GROWTH Group Medical Renewal Business Acquired Business TOTAL GROWTH ORGANIC GROWTH All Other Group Renewal Business Acquired Business TOTAL GROWTH ORGANIC GROWTH Individual L/H/F Renewal Business Acquired Business TOTAL GROWTH ORGANIC GROWTH New Business New Business New Business New Business New Business

0.0% 9.3% 9.3%

0.0%

13.6% 13.6% 32.0% 25.0%

79.1%

32.0%

0.0% 0.0% 8.7% 8.7%

6.8% 0.0% 6.1% 6.1%

0.0% 3.9% 3.6%

0.0% 3.8% 3.8%

92.7% 12.2% 0.0% 6.7% 5.2% 0.0% 0.0% 0.0% -4.2% -4.2% 0.0% 0.0% 0.0% -3.3% -3.3%

94.0% 11.8%

92.3% 10.0%

93.5% 11.5%

0.0% 4.4% 4.4%

0.0% 5.1% 4.1%

0.0% 6.0% 4.8%

84.7% 0.0% 0.0% -2.6% -2.6% 0.0% 0.0% 0.0% -3.7% -3.7% 18.7% 21.9% 0.0% -0.9% -0.9%

90.7%

92.9% 10.1%

8.7% 0.0% 5.3% 5.3% 0.0% 0.0% 0.0% 2.4% 5.1%

0.0% 6.3% 5.5%

86.4%

9.0% 0.0% 3.5% 3.8%

3.7%

35.5% 15.2%

49.1% 21.2%

17.3%

0.0% 0.6% 0.6%

0.0% 7.0% 7.0%

0.0% 4.8% 4.8%

0.0% 2.6% 2.6%

*Insufficient Data

Cross Category Comparison

53