2021 Best Practices Study

Cross Category Comparison

Detailed Data for All Revenue Categories

AGENCIES WITH REVENUES OF:

TOP QUARTILE

<$1.25M $1.25-$2.5M $2.5-$5M $5-$10M $10-$25M >$25M

REVENUE GROWTH BY LINE OF BUSINESS: Commercial P&C Renewal Business

102.7%

104.3%

104.0%

105.2%

98.6% 16.5%

100.2%

New Business

28.9%

22.7%

25.4%

17.6%

34.6%

Acqui red Business

2.6%

0.9%

5.7%

1.1%

6.2% 9.0% 9.7%

3.5%

TOTAL GROWTH ORGANIC GROWTH Bonds/Surety Renewal Business

21.6% 21.6%

17.8% 17.2%

21.8% 18.3%

17.3% 16.2%

16.5% 16.0%

* * *

* * *

159.0%

92.6% 97.3%

92.3% 85.2%

103.4%

New Business

67.1%

83.1% 15.8% 22.7% 22.9%

Acqui red Business

1.1%

1.6%

2.5%

TOTAL GROWTH ORGANIC GROWTH Personal P&C Renewal Business

33.5% 33.5%

48.3% 48.3%

37.7% 37.3%

34.7% 32.4%

32.3% 32.4%

103.3%

101.1%

99.2% 22.1%

102.4%

105.0%

112.9%

New Business

22.0%

18.3%

16.8%

20.3%

23.7% 27.2% 22.5% 20.3%

Acqui red Business

3.9%

4.7%

6.9%

6.7%

6.6%

TOTAL GROWTH ORGANIC GROWTH Group Medical Renewal Business

19.4% 18.1%

16.4% 13.0%

15.3% 15.8%

13.5% 13.8%

19.1% 17.6%

* * *

* * *

* * *

* * *

113.6%

102.5%

New Business

20.3%

26.4%

Acqui red Business

3.3%

4.9%

TOTAL GROWTH ORGANIC GROWTH All Other Group Renewal Business

37.0% 37.0%

7.8% 7.8%

21.3% 21.3%

22.2% 21.4%

19.3% 16.5%

10.7%

9.1%

* * *

* * *

* * *

* * *

129.1%

118.8%

New Business

29.6%

26.9%

Acqui red Business

2.4%

4.1%

TOTAL GROWTH ORGANIC GROWTH Individual L/H/F Renewal Business

33.7% 33.7%

4.5% 4.5%

24.2% 22.4%

15.2% 15.2%

31.7% 35.6%

22.0% 19.4%

* * *

* * *

* * *

* * *

83.9% 87.6%

102.7%

New Business

88.9%

Acqui red Business

3.4%

4.4%

TOTAL GROWTH ORGANIC GROWTH

25.8% 25.8%

25.2% 25.2%

20.3% 20.1%

10.5% 10.5%

18.5% 11.8%

25.9% 22.4%

*Insufficient Data

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