2010 Best Practices Study

Analysis of Agencies with Revenues Between $1,250,000 and $2,500,000

Revenues

Mgmt. Perspectives

Profile

(% by Source)

Average

+25% Profit

+25% Growth

Property & Casualty Commercial Commissions & Fees

Revenues

50.4%

53.4%

51.7%

Expenses

Bonds

2.0%

3.7%

1.6%

Profitability

Personal Commissions Value Added Services

28.5%

23.6%

32.9%

0.1% 9.1%

0.0%

0.1% 6.9%

Employee Overview

Contingent/Bonus

10.3% 91.0%

Producer Info

Total P&C

90.1%

93.2%

Staff Service Info

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

4.9% 0.8% 2.4% 0.4% 8.4% 0.6% 0.6%

3.4% 0.0% 4.3% 0.2% 7.9% 0.6% 0.5%

3.4% 0.9% 1.9% 0.1% 6.3% 0.3% 0.1%

Technology

Insurance Carriers

Appendix

Bonus/Overrides

Total L&H/Financial

Investments

Miscellaneous

Gross Revenues

100.0%

100.0%

100.0%

Brokerage Commission Expense

1.1%

0.0%

2.6%

Net Revenues

98.9%

100.0%

97.4%

Revenue by Source (% of Gross Revenues)

2010 Best Practices Study

Agencies with Revenues Between $1,250,000 and $2,500,000

36