2007 Best Practices Study

Agencies with Revenues Under $1,250,000

Executive Perspectives

Profile

Revenues/ Expenses

Financial Stability

Employee Overview

Producer Info

Service Staff Info

Technology

Insurance Carriers

Appendix

Real Time Interface (continued)

Via Agency Management System

% of Agencies

Number of Real-Time Inferfaces None

28.6%

1-3

34.3%

4-6

22.9%

7-10

14.3%

11+

0.0%

Impact on

Personal Lines Functions

% Having Function

Effectiveness/Efficiency

Very Negative

Very Positive

Inquiry—Billing, Policy, Claims View/Status

95.8% 62.5% 62.5% 75.0% 54.2% 62.5%

Claims Reporting

Loss Runs

Rate/Quote Policy Issue

Endorsements

Impact on

Commercial Lines Functions

% Having Function

Effectiveness/Efficiency

Very Negative

Very Positive

Inquiry—Billing, Policy, Claims View/Status

100.0% 60.0% 70.0% 50.0% 40.0% 50.0%

Claims Reporting

Loss Runs

Rate/Quote Policy Issue

Endorsements

27 2007 Best Practices Study | Agencies with Revenues Under $1,250,000 | Technology