100 / 191
2010 Best
Practices Study
Agencies
with Revenues
Between
$5,000,000 and
$10,000,000
100
Analysis of Agencies with Revenues Between $5,000,000 and $10,000,000
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)
35.9%
27.3%
0.0%
Loss Control/Engineering/Safety
48.7%
45.5%
18.2%
Risk Management Consulting
48.7%
45.5%
36.4%
Data Analysis
15.4%
0.0%
18.2%
Workers Comp TP
2.6%
0.0%
0.0%
Premium Financing
56.4%
63.6%
54.5%
Self-Insurance Programs
12.8%
9.1%
9.1%
Household Contents Inventory Services
5.1%
0.0%
0.0%
Identity Theft Protection Programs
17.9%
9.1%
9.1%
Captive Ins. Company Consulting/Management
17.9%
9.1%
18.2%
Other*
7.7%
0.0%
9.1%
Average
+25% Profit
+25% Growth
Life & Health / Financial
Wellness
41.0%
18.2%
45.5%
Enrollment
69.2%
54.5%
81.8%
COBRA Administration
38.5%
36.4%
36.4%
Government Compliance Service
15.4%
27.3%
36.4%
Employee Benefits TPA
28.2%
27.3%
27.3%
HR Consulting
28.2%
36.4%
54.5%
Actuarial/Data Analysis
12.8%
0.0%
27.3%
Pension/401(k)
35.9%
18.2%
45.5%
Self-Insurance Programs
30.8%
18.2%
36.4%
Investment Products (Securities, Stocks)
10.3%
9.1%
36.4%
Zywave
38.5%
18.2%
27.3%
PEO (Employee Leasing Products & Services)
7.7%
9.1%
9.1%
Other*
12.8%
18.2%
9.1%
*”Other” includes Benefits Portals, EB Statements, Payroll Outsourcing, Shared Services - ARO Model, and HRT
Technology
*”Other” includes Due Diligence Reports, Certificate Tracking, and Zywave
Services/Other Products Provided
(% of Agencies Providing)