2012 Best Practices Study

Analysis of Agencies with Revenues Between $1,250,000 and $2,500,000

Revenues (% by Source)

Key Benchmarks Profile

Average

+25% Profit

+25% Growth

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

Property & Casualty Commercial Commissions & Fees

42.7%

54.9%

42.7%

Bonds

1.8%

4.6%

0.4%

Personal Commissions Value Added Services

36.7%

19.9%

41.5%

0.1% 8.2%

0.0%

0.0% 9.2%

Contingent/Bonus

12.3% 91.7%

Total P&C

89.5%

93.8%

Life & Health/Financial Group Medical Commissions & Fees All Other Group Commissions & Fees Individual L&H Commissions & Fees

5.8% 0.8% 2.3% 0.3% 9.2% 0.6% 0.7%

6.7% 0.0% 1.2% 0.0% 7.9% 0.4% 0.0%

4.1% 0.0% 0.5% 0.0% 4.6% 1.2% 0.5%

Bonus/Overrides

Total L&H/Financial

Investments

Miscellaneous

Gross Revenues

100.0%

100.0%

100.0%

Brokerage Commission Expense

1.7%

0.0%

3.9%

Net Revenues

98.3%

100.0%

96.1%

Revenue by Source (% of Gross Revenues)

2012 Best Practices Study

Agencies with Revenues Between $1,250,000 and $2,500,000

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