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AGENCIES WITH REVENUES UNDER $500,000

14

2006

PROFILE

REVENUES/

EXPENSES

FINANCIAL

STABILITY

EMPLOYEE

OVERVIEW

PRODUCER

INFO

SERVICE

STAFF

INFO

TECHNOLOGY

INSURANCE

CARRIERS

2006 Best Practices Study

How Time Was Spent

Group L&H CSRs

Average Top 25%

Number

*

High

*

Low

*

Average

Commissions Serviced

*

*

Average Pay ($)

*

Average Pay (as %

of Book Serviced)

*

Insufficient Data -

Chart Not Applicable

How Time Was Spent

Personal P&C CSRs

Average Top 25%

Number

1.1

High

2.0

Low

0.5

Average

Commissions Serviced

$140,452 $241,333

Average Pay ($)

$27,607

Average Pay (as %

of Book Serviced)

19.7%

How Time Was Spent

Marketing

(Placement)

11.4%

Customer

Service

55.6%

Administration

7.9%

Selling New Business

(New or Acct Rounding)

21.1%

Claims

Processing

4.0%

Multi-Line CSRs

Average Top 25%

Number

1.6

High

3.0

Low

1.0

Average

Commissions Serviced

$213,163 $341,083

Average Pay ($)

$32,052

Average Pay (as %

of Book Serviced)

15.0%

Marketing

(Placement)

13.3%

Customer

Service

47.3%

Administration

12.3%

Selling New Business

(New or Acct Rounding)

20.8%

Claims

Processing

6.2%

*Insufficient Data