2010 Best Practices Study

Analysis of Agencies with Revenues Between $2,500,000 and $5,000,000

Revenues

Mgmt. Perspectives

Profile

(% by Source)

Average

+25% Profit

+25% Growth

Property & Casualty Commercial Commissions & Fees

Revenues

48.3%

43.4%

53.8%

Expenses

Bonds

2.7%

6.1%

2.7%

Profitability

Personal Commissions Value Added Services

24.8%

33.3%

18.1%

1.3% 8.2%

0.0% 9.7%

0.2% 7.0%

Employee Overview

Contingent/Bonus

Producer Info

Total P&C

85.3%

92.5%

81.7%

Staff Service Info

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

9.2% 1.7% 2.0% 0.5%

3.4% 0.6% 2.7% 0.0% 6.7% 0.6% 0.1%

10.1%

Technology

2.5% 1.6% 0.8%

Insurance Carriers

Appendix

Bonus/Overrides

Total L&H/Financial

13.3%

14.9%

Investments

0.5% 0.9%

0.9% 2.4%

Miscellaneous

Gross Revenues

100.0%

100.0%

100.0%

Brokerage Commission Expense

1.1%

0.3%

0.2%

Net Revenues

98.9%

99.7%

99.8%

Revenue by Source (% of Gross Revenues)

2010 Best Practices Study

Agencies with Revenues Between $2,500,000 and $5,000,000

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