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Analysis of Agencies with Revenues
Less Than $500,000
E. New Business Revenue as % of Prior Year's Total Revenues for Each Line of Business
The higher the percentage, the more favorable the results
Commercial P&C
11.6%
12.9%
16.2%
Personal P&C
16.6%
11.1%
20.8%
P&C Service Fees
*
*
*
Group L&H
25.2%
45.5%
6.8%
Individual L&H
28.1%
27.5%
16.1%
Total Commissions & Fees
15.3%
14.5%
18.2%
*-Insufficient Data
F. Acquired Revenue as % of Prior Year's Total Revenues for Each Line of Business
The percentage indicates the significance of the acquired business.
Commercial P&C
0.0%
0.0%
0.0%
Personal P&C
0.7%
2.4%
0.0%
P&C Service Fees
*
0.0%
*
Group L&H
0.0%
0.0%
0.0%
Individual L&H
0.0%
0.0%
0.0%
Total Commissions & Fees
0.7%
2.4%
0.0%
*-Insufficient Data
G. Growth in Revenues from Prior Year by Source
Commercial P&C
4.9%
10.0%
14.9%
Personal P&C
7.1%
13.8%
21.9%
P&C Service Fees
*
*
*
Group L&H
9.2%
11.8%
-5.2%
Individual L&H
-5.8%
-12.5%
-17.2%
Total Commission & Fees
6.7%
11.4%
15.3%
Contingent Income
-4.9%
-41.8%
-1.6%
Investment Income
-18.6%
*
-31.5%
Total Revenues
5.2%
11.1%
12.7%
Brokerage Commission Expense
-22.1%
*
*
Net Revenues (Internal)
6.0%
8.7%
17.7%
Net Revenues (Total including Acquistion)
6.7%
11.1%
17.7%
*-Insufficient Data
Average
+25% Profit
+25% Growth
Average
+25% Profit
+25% Growth
Average
+25% Profit
+25% Growth
Page 13
2003 Best Practices Study