2012 Best Practices Study

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

Future Revenue Sources

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

% of agencies considering line of business as very important:

Surety-Bonding

35.7% 78.6% 54.8%

Individual Life & Health

23.8% 78.6% 54.8%

Personal P&C

Group Medical/Health Insurance

Small Commercial P&C

All Other Group Benefits

Organic Growth

The soft market and depressed economic environment continued to make organic growth difficult to achieve. The MEDIAN organic growth rate, which is the midpoint of the data when results are ranked in descending order, gives a more complete picture of the growth achieved by this study group.

MEDIAN Organic Growth Rate: 3.7%

Organic Growth by Line of Business

2012 Best Practices Study

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

81