2010 Best Practices Study

Analysis of Agencies with Revenues Over $25,000,000

Revenues

Mgmt. Perspectives

Profile

(% by Source)

Average

+25% Profit

+25% Growth

Property & Casualty Commercial Commissions & Fees

Revenues

48.8%

51.3%

46.4%

Expenses

Bonds

3.2%

2.2%

4.3% 3.1% 0.4% 6.7%

Profitability

Personal Commissions Value Added Services

10.2%

19.2%

3.4% 5.6%

0.1% 3.6%

Employee Overview

Contingent/Bonus

Producer Info

Total P&C

71.2%

76.4%

60.9%

Staff Service Info

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

20.2%

14.8%

29.8%

Technology

4.2% 1.2% 1.3%

3.0% 1.0% 0.8%

2.9% 2.7% 2.3%

Insurance Carriers

Appendix

Bonus/Overrides

Total L&H/Financial

26.9%

19.7%

37.7%

Investments

1.0% 0.9%

1.8% 2.1%

1.2% 0.2%

Miscellaneous

Gross Revenues

100.0%

100.0%

100.0%

Brokerage Commission Expense

2.7%

2.2%

2.0%

Net Revenues

97.3%

97.8%

98.0%

Revenue by Source (% of Gross Revenues)

2010 Best Practices Study

Agencies with Revenues Over $25,000,000

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