2011 Best Practices Study

Analysis of Agencies with Revenues Between $10,000,000 and $25,000,000

Revenue by Account Size (as measured by Comm. & Fees – not premium)

Key Benchmarks Profile

Average

+25% Profit

+25% Growth

Commercial P&C Total Commissions & Fees in Book

Revenues Expenses Profitability Employee Overview Producer Info Staff Service Info Technology Insurance Carriers Appendix

$8,960,729

$9,335,888

$8,908,215

Greater than $25,000 % of Book

43.4%

45.1%

54.2%

# of Accounts Total Revenue

63.1

53.6

60.6

$4,290,012

$5,341,241 $135,224

$5,426,918 $140,068

Revenue per Account

$78,100

Between $10,000 and $25,000 % of Book

17.2%

14.0%

16.8%

# of Accounts Total Revenue

100.2

94.1

96.7

$1,587,115

$1,468,617

$1,494,218

Revenue per Account

$15,839

$15,603

$15,457

Between $5,000 and $10,000 % of Book

10.7%

8.4%

10.8%

# of Accounts Total Revenue

138.6

122.4

130.8

$984,350

$887,251

$962,984

Revenue per Account

$7,103

$7,250

$7,364

Less than $5,000

% of Book

28.4%

33.1%

18.3%

# of Accounts Total Revenue

6,052.6

13,562.7

1,791.7

$2,540,439

$3,087,485

$1,627,087

Revenue per Account

$420

$228

$908

(as measured by Comm. & Fees – not premium)

Average

+25% Profit

+25% Growth

Group L&H/Financial Total Commissions & Fees in Book

$3,385,862

$3,298,932

$3,995,152

Greater than $25,000 % of Book

53.5%

41.7%

49.8%

# of Accounts Total Revenue

30.9

26.0

32.1

$1,981,792

$1,768,817

$2,236,899

Revenue per Account

$64,123

$68,031

$69,631

Between $10,000 and $25,000 % of Book

20.3%

20.5%

19.8%

# of Accounts Total Revenue

46.2

49.9

51.0

$729,523 $15,786

$761,001 $15,258

$792,172 $15,533

Revenue per Account

Between $5,000 and $10,000 % of Book

2011 Best Practices Study

10.5%

13.3%

11.3%

# of Accounts Total Revenue

51.8

76.1

69.1

$377,868

$563,119

$506,759

Agencies with Revenues Between $10,000,000 and $25,000,000

Revenue per Account

$7,301

$7,396

$7,331

Less than $5,000

% of Book

15.6%

24.5%

19.1%

# of Accounts Total Revenue

816.4

1,263.1

652.5

$545,410

$909,853

$859,696

102

Revenue per Account

$668

$720

$1,318

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