2010 Best Practices Study

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

Revenues

Mgmt. Perspectives

Profile

(% by Source)

Average

+25% Profit

+25% Growth

Property & Casualty Commercial Commissions & Fees

Revenues

43.3%

44.1%

46.8%

Expenses

Bonds

0.7%

0.4%

1.4%

Profitability

Personal Commissions Value Added Services

40.0%

40.7%

35.1%

0.8% 7.5%

0.0% 6.1%

2.2% 9.6%

Employee Overview

Contingent/Bonus

Producer Info

Total P&C

92.2%

91.2%

95.0%

Staff Service Info

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

5.7% 0.1% 1.6% 0.1% 7.6% 0.1% 0.1%

7.0% 0.0% 1.8% 0.0% 8.8% 0.0% 0.0%

3.3% 0.0% 1.3% 0.1% 4.8% 0.1% 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

0.0%

0.2%

0.0%

Net Revenues

100.0%

99.8%

100.0%

Revenue by Source (% of Gross Revenues)

2010 Best Practices Study

Agencies with Revenues Under $1,250,000

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