57 / 97
Analysis of Agencies with Revenues
Between $2,500,000 and $5,000,000
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
22.0%
25.0%
20.7%
Personal P&C
14.6%
15.3%
12.4%
P&C Service Fees
29.8%
51.2%
35.4%
Group L&H
31.0%
42.2%
39.0%
Individual L&H
48.0%
71.9%
44.4%
Total Commissions & Fees
19.5%
22.7%
20.9%
*-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
0.6%
1.3%
0.0%
Personal P&C
1.6%
5.9%
0.0%
P&C Service Fees
0.0%
0.0%
0.0%
Group L&H
0.2%
0.0%
0.0%
Individual L&H
0.0%
0.0%
0.0%
Total Commissions & Fees
0.9%
2.2%
0.0%
*-Insufficient Data
G. Growth in Revenues from Prior Year by Source
Commercial P&C
17.7%
21.0%
26.2%
Personal P&C
7.6%
18.9%
9.0%
P&C Service Fees
-16.8%
-8.8%
1.0%
Group L&H
11.3%
12.8%
17.7%
Individual L&H
0.2%
-5.3%
8.1%
Total Commission & Fees
16.9%
21.5%
25.9%
Contingent Income
24.1%
21.3%
24.2%
Investment Income
-22.3%
-45.5%
-40.3%
Total Revenues
15.7%
20.5%
27.2%
Brokerage Commission Expense
5.7%
16.0%
*
Net Revenues (Internal)
13.6%
18.6%
26.6%
Net Revenues (Total including Acquistion)
14.4%
20.6%
26.6%
*-Insufficient Data
Average
+25% Profit
+25% Growth
Average
+25% Profit
+25% Growth
Average
+25% Profit
+25% Growth
Page 57
2003 Best Practices Study