2007 Best Practices Study

Agencies with Revenues Between $2,500,000 and $5,000,000

Executive Perspectives

Profile

Revenues/ Expenses

Financial Stability

Employee Overview

Producer Info

Service Staff Info

Technology

Insurance Carriers

Appendix

Organic Growth by Line of Business

Commercial P&C

Bonds

30.0%

20.0%

15.0%

5.0%

0.0%

-10.0%

Average

+25% Profit

+25% Growth

Average

+25% Profit

+25% Growth

Personal P&C

Value Added Services – P&C

30.0%

5.0%

15.0%

2.5%

0.0%

0.0%

Average

+25% Profit

+25% Growth

Average

+25% Profit

+25% Growth

Group L&H

Individual L&H

20.0%

0.0%

10.0%

-25.0%

-50.0%

0.0%

Average

+25% Profit

+25% Growth

Average

+25% Profit

+25% Growth

Value Added Services – L&H

Total Commission & Fees

30.0%

5.0%

2.5%

Insufficient Data

15.0%

0.0%

0.0%

Average

+25% Profit

+25% Growth

Average

+25% Profit

+25% Growth

Revenue Growth by All Sources (including Total Comm & Fees, Contingent/Bonus and Investment Income)

40.0%

Net Revenue Growth (Organic) Net Revenue Growth - Organic Net Revenue rowth - Total Net Revenue Growth (Total)

20.0%

0.0%

Average

+25% Profit +25% Growth

70 2007 Best Practices Study | Agencies with Revenues Between $2,500,000 and $5,000,000 | Revenues/Expenses