2011 Best Practices Study

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

Carriers

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

Average

+25% Profit

+25% Growth

Carrier Representation Personal Lines P&C National

10.4

8.6 2.9

11.0

Regional

8.9

6.7

Total

19.3

11.4

17.7

Commercial Lines P&C National

33.9 24.3 58.2

13.7

16.8

Regional

6.8

9.9

Total

20.4

26.7

Group L&H / Financial Total

42.6

32.6

35.0

Revenue from Top Carriers

Average

+25% Profit

+25% Growth

Commission Income Derived from Top Carriers % of Net Rev from Top P&C Carrier

12.5%

19.6%

9.7%

% of Net Rev from Top 3 P&C Carriers

25.0%

35.9%

20.7%

% of Net Rev from Top L&H/F Carrier

7.1%

9.5%

10.8%

% of Net Rev from Top 3 L&H/F Carrier

12.3%

15.5%

17.5%

Revenues from Top P&C Carrier–Breakdown By Line of Business

2011 Best Practices Study

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

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