2010 Best Practices Study

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

Mgmt. Perspectives

Use of Carrier Service Centers

Profile

Revenues

Average

+25% Profit

+25% Growth

Service Center Use Total Personal Lines Commission placed in Carrier Service Center Total Commercial Lines Commission placed in Carrier Service Center

Expenses

45.0%

*

*

Profitability

4.1%

4.7%

*

Employee Overview

*Insufficient Data

Producer Info

Staff Service Info

Impact of Service Center Use

Technology

Insurance Carriers

Personal Lines Carriers

Commercial Lines Carriers

Appendix

Average + 25% Profit* + 25% Growth* Workflow

Very Negative

Very Positive

Very Negative

Very Positive

*Insufficient Data

Personal Lines Carriers

Commercial Lines Carriers

Average + 25% Profit* + 25% Growth* Retention

Very Negative

Very Positive

Very Negative

Very Positive

*Insufficient Data

Personal Lines Carriers

Commercial Lines Carriers

Average + 25% Profit* + 25% Growth* Profitability

Very Negative

Very Positive

Very Negative

Very Positive

2010 Best Practices Study

*Insufficient Data

Personal Lines Carriers

Commercial Lines Carriers

Average + 25% Profit* + 25% Growth* Sales

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

Very Negative

Very Positive

Very Negative

Very Positive

*Insufficient Data

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