2013 Best Practices Study

Analysis of Agencies with Revenues Under $1,250,000

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

Value Added Services/Other Products Provided

18.2%

% of agencies that offer Value Added Services:

Charge for Services (routinely or occasionally)

Average

Do Not Charge

Property & Casualty (% of agencies providing) Claims Services (beyond traditional services)

6.1% 6.1% 9.1% 3.0% 0.0% 9.1% 3.0% 3.0% 0.0% 0.0% 0.0%

50.0% 50.0% 33.3%

50.0% 50.0% 66.7%

Loss Control/Engineering/Safety Risk Management Consulting

Data Analysis

0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%

100.0%

Workers Comp TPA Premium Financing

0.0%

100.0%

Self-Insurance Programs

100.0%

0.0%

Household Contents Inventory Services Identity Theft Protection Programs

100.0%

0.0% 0.0% 0.0%

Captive Ins. Company Consulting/Management

Other

Charge for Services (routinely or occasionally)

Average

Do Not Charge

Life & Health / Financial (% of agencies providing) Wellness

0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%

0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%

0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%

Enrollment

COBRA Administration

Government Compliance Service

Employee Benefits TPA

2013 Best Practices Study

HR Consulting

Actuarial/Data Analysis

Agencies with Revenues Under $1,250,000

Pension/401(k)

Self-Insurance Programs

Investment Products (Securities, Stocks)

Zywave

PEO (Employee Leasing Products & Services)

Other

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