137 / 168
2015 Best
Practices Study
Agencies
with Revenues
Over
$25,000,000
137
Analysis of Agencies with Revenues Over $25,000,000
Key Benchmarks
Profile
Revenues
Expenses
Profitability
Employee Overview
Producer Info
Service Staff Info
Technology
Insurance Carriers
Appendix
Note: See page 163 for an explanation of column headings
Revenue by Account Concentration
% of Revenue Derived from
Average
Top 25% Profit
Top 25% Growth
Largest Account
2.9%
2.5%
3.0%
High
10.4%
Low
0.5%
10 Largest Accounts
11.8%
10.8%
12.4%
High
35.5%
Low
3.7%
Average
Top 25% Profit
Top 25% Growth
“Other” Group Life & Health Revenue Source (excluding Group Medical)
Life
29.7%
17.1%
47.0%
Disability
16.4%
22.9%
11.3%
Dental & Vision
21.6%
26.9%
25.0%
Retirement/Pension
2.6%
2.2%
0.7%
Worksite/Voluntary/Supplement
7.3%
8.6%
3.0%
Long-Term Care
1.0%
1.1%
1.7%
Employee Benefits TPA
13.9%
7.6%
5.3%
All Other
7.5%
13.7%
6.0%