2012 Best Practices Study

Analysis of Agencies with Revenues Between $10,000,000 and $25,000,000

Carriers

Key Benchmarks Profile Revenues Expenses Profitability Employee Overview Producer Info Staff Service Info Technology Insurance Carriers Appendix

Average

+25% Profit

+25% Growth

Carrier Representation Personal Lines P&C National

14.8

6.0 3.0 9.0

7.0

Regional

9.7

13.5 20.5

Total

24.6

Commercial Lines P&C National

40.2 28.3 68.5

14.9

46.5 48.3 94.8

Regional

9.1

Total

24.0

Group L&H / Financial Total

44.4

19.0

46.4

Revenue from Top Carriers

Average

+25% Profit

+25% Growth

Commission Income Derived from Top Carriers % of Net Rev from Top P&C Carrier

12.6%

16.1%

16.1%

% of Net Rev from Top 3 P&C Carriers

25.9%

32.3%

30.5%

% of Net Rev from Top L&H/F Carrier

7.0%

6.1%

10.6%

% of Net Rev from Top 3 L&H/F Carrier

12.2%

9.4%

15.8%

Revenues from Top P&C Carrier–Breakdown By Line of Business

2012 Best Practices Study

Agencies with Revenues Between $10,000,000 and $25,000,000

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