130 / 191
2010 Best
Practices Study
Agencies
with Revenues
Between
$10,000,000 and
$25,000,000
130
Analysis of Agencies with Revenues Between $10,000,000 and $25,000,000
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)
80.6%
87.5%
71.4%
Loss Control/Engineering/Safety
75.0%
75.0%
57.1%
Risk Management Consulting
75.0%
75.0%
71.4%
Data Analysis
47.2%
62.5%
57.1%
Workers Comp TP
11.1%
0.0%
28.6%
Premium Financing
63.9%
87.5%
85.7%
Self-Insurance Programs
41.7%
37.5%
57.1%
Household Contents Inventory Services
0.0%
0.0%
0.0%
Identity Theft Protection Programs
30.6%
25.0%
14.3%
Captive Ins. Company Consulting/Management
36.1%
12.5%
42.9%
Other*
13.9%
12.5%
14.3%
Average
+25% Profit
+25% Growth
Life & Health / Financial
Wellness
66.7%
62.5%
71.4%
Enrollment
86.1%
87.5%
85.7%
COBRA Administration
50.0%
50.0%
42.9%
Government Compliance Service
33.3%
37.5%
14.3%
Employee Benefits TPA
19.4%
37.5%
14.3%
HR Consulting
44.4%
37.5%
57.1%
Actuarial/Data Analysis
33.3%
25.0%
14.3%
Pension/401(k)
58.3%
75.0%
71.4%
Self-Insurance Programs
61.1%
62.5%
42.9%
Investment Products (Securities, Stocks)
19.4%
50.0%
0.0%
Zywave
61.1%
62.5%
100.0%
PEO (Employee Leasing Products & Services)
16.7%
37.5%
28.6%
Other*
8.3%
0.0%
14.3%
*”Other” includes Concierge Cards (Call Center), Seminars, Employment Law Hotline, Compliance Services, Client
Resource Centers and Benefits Statements
*”Other” includes Legal Support, Stewardship Reports, Service Schedules, Seminars, Employment Law Hotline, Disaster
Plan, Wellness, Business Continuity, Zywave, Advisen, and Pictometry
Services/Other Products Provided
(% of Agencies Providing)