160 / 191
2010 Best
Practices Study
Agencies
with Revenues
Over $25,000,000
160
Analysis of Agencies with Revenues Over $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)
88.9%
75.0%
100.0%
Loss Control/Engineering/Safety
88.9%
75.0%
100.0%
Risk Management Consulting
100.0%
100.0%
100.0%
Data Analysis
27.8%
0.0%
20.0%
Workers Comp TP
38.9%
25.0%
20.0%
Premium Financing
66.7%
75.0%
60.0%
Self-Insurance Programs
66.7%
75.0%
80.0%
Household Contents Inventory Services
5.6%
0.0%
0.0%
Identity Theft Protection Programs
33.3%
50.0%
40.0%
Captive Ins. Company Consulting/Management
72.2%
75.0%
80.0%
Other*
11.1%
0.0%
20.0%
Average
+25% Profit
+25% Growth
Life & Health / Financial
Wellness
66.7%
75.0%
100.0%
Enrollment
55.6%
50.0%
20.0%
COBRA Administration
50.0%
50.0%
20.0%
Government Compliance Service
55.6%
75.0%
80.0%
Employee Benefits TPA
11.1%
0.0%
0.0%
HR Consulting
38.9%
50.0%
20.0%
Actuarial/Data Analysis
66.7%
50.0%
80.0%
Pension/401(k)
50.0%
25.0%
60.0%
Self-Insurance Programs
55.6%
75.0%
100.0%
Investment Products (Securities, Stocks)
27.8%
25.0%
40.0%
Zywave
77.8%
75.0%
60.0%
PEO (Employee Leasing Products & Services)
5.6%
0.0%
0.0%
Other*
11.1%
0.0%
20.0%
*”Other” includes client portal for benefits and HR administration outsourcing.
*”Other” includes Zywave, clinical risk management, and workers compensation consulting.
Services/Other Products Provided
(% of Agencies Providing)