2025 Best Practices Study Summary

AGENCIES WITH REVENUES OF:

<$1.25M $1.25-2.5M $2.5-5M $5-10M $10-25M $25-100M >$100M

Is your agency a member of a franchise, cluster, alliance/cooperative/network or other "aggregator" group? Assurex Global

- - - -

-

-

-

15.1%

37.1%

50.0%

Combined Agents of America First Choice Agents Alliance

4.0% 4.0%

23.1%

4.5% 4.5% 4.5% 4.5% 2.3% 6.8%

-

-

-

- -

1.9% 5.7% 3.8%

11.4%

16.7%

Insurors Group

- - -

-

- -

ISU Insurance Agency Network

13.3%

7.7%

5.7%

Intersure

- -

-

11.3%

14.3%

8.3%

Keystone Insurers Group

20.0%

15.4%

3.8%

-

-

Renaissance Alliance Insurance Services / Agency Network Exchange / United Valley Insurance Services

- -

4.0% 8.0% 4.0% 4.0%

-

4.5% 6.8% 2.3%

5.7%

- -

-

SecureRisk

3.8% 3.8%

-

8.3%

SIAA

6.7% 6.7%

7.5%

8.6%

- - - - - -

Smart Choice

- - - -

- - - -

- - - -

-

SouthGroup Insurance

- - -

- - -

2.9%

The AC

- -

The Insurance Alliance Network

Iroquois Group

13.3% 40.0%

16.0% 24.0%

11.5% 30.8%

6.8%

13.2% 35.8%

2.9%

None of the Above

31.8%

20.0%

16.7%

AGENCIES WITH REVENUES OF:

<$1.25M $1.25-2.5M $2.5-5M $5-10M $10-25M $25-100M >$100M

WASA

58.4

54.0

55.7

53.3

54.3

53.7

46.7

Shareholder Age Banding: Up to Age 35

1.3%

6.4%

0.7%

6.6%

2.4%

3.8%

N/A N/A N/A N/A N/A

Age 36 to 45 Age 46 to 55 Over Age 55

14.8% 26.7% 57.2%

14.5% 30.1% 49.0%

15.6% 27.0% 56.7%

23.0% 19.5% 48.4%

23.8% 21.9% 49.6%

14.3% 30.5% 40.6% 10.8%

Other (ESOP, Outside Investors, etc.)

0.0%

0.0%

0.0%

2.5%

2.3%

WASA: Weighted Average Shareholder Age

58.5

58.4

57.6

56.6

55.8

55.7

54.7

54.3

54.3

54.3

54

53.8

53.7

53.3

52.4

52.2

52.2

49.4

46.7

N/A

N/A

< $1.25M

$1.25-2.5M

$2.5-5M

$5-10M

$10-25M

$25-100M

>$100M

2023 BPS 2024 BPS 2025 BPS

Cross Category Comparison

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