2012 Best Practices Study

Analysis of Agencies with Revenues Between $5,000,000 and $10,000,000

Revenue by Account Size (as measured by Comm. & Fees – not premium)

Key Benchmarks Profile

Average

+25% Profit

+25% Growth

Commercial P&C Total Commissions & Fees in Book

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

$3,628,842

$3,116,447

$3,687,349

Greater than $25,000 % of Book

34.4%

37.7%

46.3%

# of Accounts Total Revenue

22.2

22.3

25.4

$1,313,720

$1,305,904

$1,707,562

Revenue per Account

$59,163

$58,473

$67,227

Between $10,000 and $25,000 % of Book

18.6%

18.0%

16.7%

# of Accounts Total Revenue

44.5

38.1

41.5

$674,735 $15,167

$562,441 $14,762

$615,041 $14,820

Revenue per Account

Between $5,000 and $10,000 % of Book

12.0%

10.6%

10.1%

# of Accounts Total Revenue

62.6

50.0

52.8

$436,136

$330,853

$371,667

Revenue per Account

$6,969

$6,617

$7,039

Less than $5,000

% of Book

35.0%

33.6%

26.9%

# of Accounts Total Revenue

2,419.1

2,162.8

2,014.3

$1,268,336

$1,047,838

$993,079

Revenue per Account

$524

$484

$493

(as measured by number of lives) Group L&H/Financial Total Commissions & Fees in Book

Average

+25% Profit

+25% Growth

$1,283,993

$1,314,647

$1,492,210

Over 100 Lives

% of Book

32.9%

46.2%

46.2%

# of Accounts Total Revenue

9.6

13.3

12.4

$509,885 $52,999

$868,035 $65,336

$774,879 $62,617

Revenue per Account

Between 50-100 Lives % of Book

19.7%

24.8%

23.5%

# of Accounts Total Revenue

14.9

18.4

20.1

$285,658 $19,168

$408,032 $22,206

$394,526 $19,604

Revenue per Account

Between 25-50 Lives % of Book

2012 Best Practices Study

15.8%

15.4%

16.0%

# of Accounts Total Revenue

26.4

40.4

34.6

$222,298

$253,112

$269,145

Agencies with Revenues Between $5,000,000 and $10,000,000

Revenue per Account

$8,408

$6,269

$7,773

Under 25 Lives

% of Book

31.6%

13.5%

14.3%

# of Accounts Total Revenue

516.9

115.9

109.7

$405,261

$178,107

$213,499

78

Revenue per Account

$784

$1,537

$1,947

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