2010 Best Practices Study

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

Mgmt. Perspectives

Services/Other Products Provided (% of Agencies Providing)

Profile

Revenues

Average

+25% Profit

+25% Growth

Property & Casualty Claims Services (beyond traditional services)

Expenses

88.9% 88.9%

75.0% 75.0%

100.0% 100.0% 100.0%

Profitability

Loss Control/Engineering/Safety Risk Management Consulting

Employee Overview

100.0% 27.8% 38.9% 66.7% 66.7% 33.3% 72.2% 11.1% 66.7% 55.6% 50.0% 55.6% 11.1% 38.9% 66.7% 50.0% 55.6% 27.8% 77.8% 5.6% Average

100.0%

Data Analysis

0.0%

20.0% 20.0% 60.0% 80.0% 40.0% 80.0% 20.0% 0.0%

Producer Info

Workers Comp TP Premium Financing

25.0% 75.0% 75.0%

Staff Service Info

Self-Insurance Programs

Technology

Household Contents Inventory Services Identity Theft Protection Programs

0.0%

Insurance Carriers

50.0% 75.0%

Appendix

Captive Ins. Company Consulting/Management

Other*

0.0%

*”Other” includes Zywave, clinical risk management, and workers compensation consulting.

+25% Profit

+25% Growth

Life & Health / Financial Wellness

75.0% 50.0% 50.0% 75.0% 50.0% 50.0% 25.0% 75.0% 25.0% 75.0% 0.0%

100.0%

Enrollment

20.0% 20.0% 80.0% 20.0% 80.0% 60.0% 0.0%

COBRA Administration

Government Compliance Service

Employee Benefits TPA

HR Consulting

Actuarial/Data Analysis

Pension/401(k)

Self-Insurance Programs

100.0%

Investment Products (Securities, Stocks)

40.0% 60.0%

Zywave

PEO (Employee Leasing Products & Services)

5.6%

0.0% 0.0%

0.0%

Other*

11.1%

20.0%

*”Other” includes client portal for benefits and HR administration outsourcing.

2010 Best Practices Study

Agencies with Revenues Over $25,000,000

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