2005 Best Practices Study

AGENCIES WITH REVENUES UNDER $500,000

How Time Was Spent

Group L&H CSRs

2005

Average Top 25%

Number

* * *

High Low

Insufficient Data - Chart Not Applicable

Average Commissions Serviced

PROFILE

*

*

Average Pay ($)

*

Average Pay (as % of Book Serviced)

*

REVENUES/ EXPENSES

*Insufficient Data

FINANCIAL STABILITY

How Time Was Spent

Personal P&C CSRs

Average Top 25%

Selling New Business (New or Acct Rounding) 20.9%

Number

1.8 5.0 0.5

Administration 7.9%

High Low

EMPLOYEE OVERVIEW

Marketing (Placement) 12.7%

Average Commissions Serviced

$99,502 $203,618

Average Pay ($)

$27,577

Customer Service 50.0%

Claims Processing 8.5%

Average Pay (as % of Book Serviced)

PRODUCER INFO

27.7%

SERVICE STAFF INFO

Multi-Line CSRs

How Time Was Spent

Average Top 25%

Number

1.2 2.0 1.0

Selling New Business (New or Acct Rounding) 11.7%

Administration 22.7%

High Low

TECHNOLOGY

Marketing (Placement) 16.1%

Average Commissions Serviced

$156,416 $340,726

Average Pay ($)

$29,841

Claims Processing 5.8%

INSURANCE CARRIERS

Average Pay (as % of Book Serviced)

Customer Service 43.8%

19.1%

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