2010 Best Practices Study

Analysis of Agencies with Revenues Between $10,000,000 and $25,000,000

Revenues

Mgmt. Perspectives

Profile

(% by Source)

Average

+25% Profit

+25% Growth

Property & Casualty Commercial Commissions & Fees

Revenues

50.3%

50.6%

43.9%

Expenses

Bonds

2.2%

2.1%

1.4%

Profitability

Personal Commissions Value Added Services

13.9%

14.6%

19.1%

1.0% 8.7%

1.3% 9.9%

2.1% 9.1%

Employee Overview

Contingent/Bonus

Producer Info

Total P&C

76.0%

78.6%

75.6%

Staff Service Info

Life & Health/Financial Group Medical Commissions & Fees All Other Group Commissions & Fees Individual L&H Commissions & Fees

14.7%

11.1%

14.2%

Technology

4.6% 1.5% 1.7%

4.7% 2.9% 1.0%

5.4% 2.3% 1.1%

Insurance Carriers

Appendix

Bonus/Overrides

Total L&H/Financial

22.5%

19.8%

23.1%

Investments

0.6% 0.9%

0.7% 1.0%

0.3% 1.0%

Miscellaneous

Gross Revenues

100.0%

100.0%

100.0%

Brokerage Commission Expense

1.6%

3.1%

2.4%

Net Revenues

98.4%

96.9%

97.6%

Revenue by Source (% of Gross Revenues)

2010 Best Practices Study

Agencies with Revenues Between $10,000,000 and $25,000,000

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