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Analysis of Agencies with Revenues
Between $500,000 and $1,250,000
D. Renewal Revenue as % of Prior Year's Total Revenues for Each Line of Business
This figure is impacted by attrition (loss or retention of accounts) and by changes in premium and commission levels.
The higher the percentage, the more favorable the results.
Commercial P&C
93.3%
85.5%
95.7%
Personal P&C
94.2%
92.8%
97.1%
P&C Service Fees
59.9%
*
91.4%
Group L&H
78.4%
82.4%
83.9%
Individual L&H
54.0%
59.2%
46.9%
Total Commissions & Fees
92.2%
86.8%
97.1%
*-Insufficient Data
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
17.4%
21.4%
24.9%
Personal P&C
13.5%
12.1%
12.3%
P&C Service Fees
39.5%
*
32.9%
Group L&H
17.9%
15.6%
29.1%
Individual L&H
46.7%
51.8%
60.0%
Total Commissions & Fees
17.3%
22.0%
21.2%
* - 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
0.0%
0.0%
0.0%
P&C Service Fees
0.0%
0.0%
0.0%
Group L&H
0.0%
0.0%
0.0%
Individual L&H
0.0%
0.0%
0.0%
Total Commissions & Fees
0.0%
0.0%
0.0%
G. Growth in Revenues from Prior Year by Source
Commercial P&C
10.7%
7.0%
20.6%
Personal P&C
7.7%
4.9%
9.3%
P&C Service Fees
-0.5%
*
24.4%
Group L&H
-3.7%
-2.1%
12.9%
Individual L&H
0.8%
11.0%
6.9%
Total Commission & Fees
9.5%
8.8%
18.3%
Contingent Income
-8.2%
33.2%
-18.3%
Investment Income
-28.2%
-17.2%
-29.1%
Total Revenues
7.7%
6.3%
18.2%
Brokerage Commission Expense
26.3%
*
*
Net Revenues (Internal)
7.5%
6.3%
18.8%
Net Revenues (Total including Acquistion)
7.5%
6.3%
18.8%
* - Insufficient Data
+25% Growth
Average
+25% Profit
+25% Growth
Average
+25% Profit
+25% Growth
Average
+25% Profit
+25% Growth
Average
+25% Profit
Page 27
2003 Best Practices Study