25-27BPStudyCovers

AGENCIES WITH REVENUES OF:

<$1.25M $1.25-2.5M $2.5-5M $5-10M $10-25M $25-100M >$100M

Is your agency a member of a franchise, cluster, alliance/cooperative/network or other "aggregator" group? Assurex Global

12.0%

45.5%

28.6%

Bainswest

2.7% 8.1% 2.7%

Combined Agents of America First Choice Agents Alliance Insurance Associates of America

10.7%

1.8% 3.6%

5.3% 2.7%

6.8%

4.8%

1.8% 1.8%

4.8%

Insurors Group

2.7%

3.6%

2.7% 6.7% 5.3% 2.7%

ISU Insurance Agency Network

10.5%

10.7%

10.7%

2.3%

Intersure

1.8%

11.4%

4.8%

Keystone Insurers Group

10.8%

17.9%

10.7%

Pacific Interstate

5.3%

Renaissance Alliance Insurance Services / Agency Network Exchange / United Valley Insurance Services

3.6% 5.4% 7.1% 3.6%

3.6% 3.6% 1.8%

2.7%

SecureRisk

5.4% 8.1% 2.7%

2.3% 4.5%

14.3%

SIAA

15.8%

6.7%

Smart Choice

SouthGroup Insurance The AC

5.3%

1.3%

The Insurance Alliance Network Iroquois Group

6.7%

2.3%

9.5%

15.8% 42.1%

13.5% 29.7%

10.7% 17.9%

3.6%

None of the Above

33.9%

37.3%

20.5%

33.3%

AGENCIES WITH REVENUES OF:

<$1.25M $1.25-2.5M $2.5-5M $5-10M $10-25M $25-100M >$100M

WASA

53.8

51.7

53.5

53.7

54.4

53.5

56.7

Shareholder Age Banding: Up to Age 35

7.8%

1.4%

4.9%

4.0%

2.8%

1.7%

N/A N/A N/A N/A N/A

26.6% 20.8% 46.3%

19.6% 26.4% 42.7%

Age 36 to 45 Age 46 to 55 Over Age 55

11.7% 33.3% 47.2%

32.2% 35.3% 31.1%

26.9% 21.7% 46.6%

25.6% 21.5% 46.7%

Other (ESOP, Outside Investors, etc.)

0.0%

0.0%

0.0%

2.1%

3.5%

9.6%

WASA: Weighted Average Shareholder Age

58.4

57.6

56.7

55.8

55.7

54.4

54.3

54.3

54

53.8

53.8

53.7

53.7

53.5

53.5

53.3

52.4

52.2

51.7

46.7

N/A

< $1.25M

$1.25-2.5M

$2.5-5M

$5-10M

$10-25M

$25-100M

>$100M

2024 BPS 2025 BPS 2026 BPS

Cross Category Comparison

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