2010 Best
Practices Study
Agencies
with Revenues
Under $1,250,000
10
Analysis of Agencies with Revenues Under $1,250,000
Mgmt. Perspectives
Profile
Revenues
Expenses
Profitability
Employee Overview
Producer Info
Staff Service Info
Technology
Insurance Carriers
Appendix
Average
+25% Profit
+25% Growth
Property & Casualty
Claims Services (beyond traditional services)
15.8%
20.0%
14.3%
Loss Control/Engineering/Safety
21.1%
60.0%
28.6%
Risk Management Consulting
26.3%
40.0%
14.3%
Data Analysis
10.5%
20.0%
14.3%
Workers Comp TP
0.0%
0.0%
0.0%
Premium Financing
47.4%
40.0%
28.6%
Self-Insurance Programs
5.3%
0.0%
14.3%
Household Contents Inventory Services
10.5%
40.0%
14.3%
Identity Theft Protection Programs
21.1%
40.0%
14.3%
Captive Ins. Company Consulting/Management
0.0%
0.0%
0.0%
Other
0.0%
0.0%
0.0%
Average
+25% Profit
+25% Growth
Life & Health / Financial
Wellness
0.0%
0.0%
0.0%
Enrollment
15.8%
20.0%
14.3%
COBRA Administration
5.3%
20.0%
0.0%
Government Compliance Service
0.0%
0.0%
0.0%
Employee Benefits TPA
0.0%
0.0%
0.0%
HR Consulting
10.5%
20.0%
0.0%
Actuarial/Data Analysis
0.0%
0.0%
0.0%
Pension/401(k)
15.8%
40.0%
14.3%
Self-Insurance Programs
0.0%
0.0%
0.0%
Investment Products (Securities, Stocks)
10.5%
20.0%
0.0%
Zywave
0.0%
0.0%
0.0%
PEO (Employee Leasing Products & Services)
5.3%
0.0%
0.0%
Other*
5.3%
20.0%
0.0%
*”Other” includes HR website.
Services/Other Products Provided
(% of Agencies Providing)