2010 Best Practices Study

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

Mgmt. Perspectives

Commission Practices

Profile

Revenues

Average

+25% Profit

+25% Growth

Agency Practices % of Agencies with Minimum Threshold for Not Paying New / Renewal Commissions $ Amount of Commercial P&C Threshold $ Amount of Personal P&C Threshold $ Amount of Group L&H Threshold % of Agencies That Give/Assign Book of Business to New Producers % of Agencies Whose Validated Producers are Periodically Required to Purge Smaller/Less Profitable Accounts

Expenses

Profitability

5.0%

0.0%

0.0%

* * *

* * *

* * *

Employee Overview

Producer Info

Staff Service Info

12.5%

20.0%

10.0%

Technology

7.5%

20.0%

20.0%

Insurance Carriers

*Insufficient Data

Appendix

Restrictive Covenants

2010 Best Practices Study

Agencies with Revenues Under $1,250,000

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