2010 Best Practices Study

Analysis of Agencies with Revenues Under $1,250,000

Mgmt. Perspectives

Services/Other Products Provided (% of Agencies Providing)

Profile

Revenues

Average

+25% Profit

+25% Growth

Property & Casualty Claims Services (beyond traditional services)

Expenses

15.8% 21.1% 26.3% 10.5%

20.0% 60.0% 40.0% 20.0%

14.3% 28.6% 14.3% 14.3% 28.6% 14.3% 14.3% 14.3% 0.0%

Profitability

Loss Control/Engineering/Safety Risk Management Consulting

Employee Overview

Data Analysis

Producer Info

Workers Comp TP Premium Financing

0.0%

0.0%

Staff Service Info

47.4%

40.0%

Self-Insurance Programs

5.3%

0.0%

Technology

Household Contents Inventory Services Identity Theft Protection Programs

10.5% 21.1%

40.0% 40.0%

Insurance Carriers

Appendix

Captive Ins. Company Consulting/Management

0.0% 0.0%

0.0% 0.0%

0.0% 0.0%

Other

Average

+25% Profit

+25% Growth

Life & Health / Financial Wellness

0.0%

0.0%

0.0%

Enrollment

15.8%

20.0% 20.0%

14.3% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 14.3%

COBRA Administration

5.3% 0.0% 0.0%

Government Compliance Service

0.0% 0.0%

Employee Benefits TPA

HR Consulting

10.5%

20.0%

Actuarial/Data Analysis

0.0%

0.0%

Pension/401(k)

15.8%

40.0%

Self-Insurance Programs

0.0%

0.0%

Investment Products (Securities, Stocks)

10.5%

20.0%

Zywave

0.0% 5.3% 5.3%

0.0% 0.0%

PEO (Employee Leasing Products & Services)

Other*

20.0%

*”Other” includes HR website.

2010 Best Practices Study

Agencies with Revenues Under $1,250,000

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