2012 Best Practices Study

Analysis of Agencies with Revenues Under $1,250,000

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

4.6 4.4 9.0 5.3 4.4 9.8

5.0 3.4 8.4

6.4 3.6

Regional

Total

10.0

Commercial Lines P&C National

8.0 4.3

10.2

Regional

4.7

Total

12.3

14.9

Group L&H / Financial Total

4.9

7.7

7.9

Revenue from Top Carriers

Average

+25% Profit

+25% Growth

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

32.7%

46.7%

29.5%

% of Net Rev from Top 3 P&C Carriers

53.0%

62.7%

49.0%

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

4.8%

6.7%

6.2%

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

7.1%

9.3%

8.9%

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

2012 Best Practices Study

Agencies with Revenues Under $1,250,000

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