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2010 Best

Practices Study

Agencies

with Revenues

Between

$1,250,000 and

$2,500,000

59

Analysis of Agencies with Revenues Between $1,250,000 and $2,500,000

Mgmt. Perspectives

Profile

Revenues

Expenses

Profitability

Employee Overview

Producer Info

Staff Service Info

Technology

Insurance Carriers

Appendix

Average

+25% Profit

+25% Growth

Service Center Use

Total Personal Lines Commission placed in

Carrier Service Center

45.0%

*

*

Total Commercial Lines Commission placed in

Carrier Service Center

4.1%

4.7%

*

Average

+ 25% Profit*

+ 25% Growth*

Workflow

*Insufficient Data

Use of Carrier Service Centers

Impact of Service Center Use

Commercial Lines Carriers

Personal Lines Carriers

Average

+ 25% Profit*

+ 25% Growth*

Retention

Commercial Lines Carriers

Personal Lines Carriers

Average

+ 25% Profit*

+ 25% Growth*

Profitability

Commercial Lines Carriers

Personal Lines Carriers

Average

+ 25% Profit*

+ 25% Growth*

Sales

Commercial Lines Carriers

Personal Lines Carriers

Very Negative

Very Positive

Very Negative

Very Positive

Very Negative

Very Positive

Very Negative

Very Positive

Very Negative

Very Positive

Very Negative

Very Positive

Very Negative

Very Positive

Very Negative

Very Positive

*Insufficient Data

*Insufficient Data

*Insufficient Data

*Insufficient Data