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Analysis of Agencies with Revenues
Between $1,250,000 and $2,500,000
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
99.7%
100.3%
102.9%
Personal P&C
94.5%
88.9%
94.0%
P&C Service Fees
71.0%
57.0%
75.8%
Group L&H
92.3%
99.8%
88.2%
Individual L&H
61.1%
54.0%
*
Total Commissions & Fees
97.4%
99.7%
101.7%
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
16.6%
20.2%
22.7%
Personal P&C
11.2%
13.1%
9.8%
P&C Service Fees
26.7%
35.2%
49.9%
Group L&H
21.0%
9.4%
29.9%
Individual L&H
39.8%
53.8%
*
Total Commissions & Fees
15.7%
17.8%
21.9%
* - 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
2.2%
0.0%
0.0%
Personal P&C
0.1%
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%
*
Total Commissions & Fees
1.5%
0.0%
0.0%
G. Growth in Revenues from Prior Year by Source
Commercial P&C
18.5%
20.5%
25.6%
Personal P&C
5.8%
2.0%
3.8%
P&C Service Fees
-2.3%
-7.8%
25.7%
Group L&H
13.3%
9.2%
18.0%
Individual L&H
0.9%
7.8%
*
Total Commission & Fees
14.6%
17.5%
23.7%
Contingent Income
4.3%
-0.7%
12.3%
Investment Income
-29.4%
-29.1%
-15.4%
Total Revenues
14.4%
18.0%
23.1%
Brokerage Commission Expense
3.9%
*
*
Net Revenues (Internal)
14.1%
18.1%
30.8%
Net Revenues (Total including Acquistion)
15.6%
18.1%
30.8%
* - Insufficient Data
Average
+25% Profit
+25% Growth
Average
+25% Profit
+25% Growth
Average
+25% Profit
+25% Growth
Average
+25% Profit
+25% Growth
Page 42
2003 Best Practices Study