2024 Best Practices Study

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

96.6% 20.1%

102.2%

105.2%

104.3%

102.9%

101.1%

New Business

19.9%

18.2%

16.2%

15.0%

15.8%

Acquired Business TOTAL GROWTH ORGANIC GROWTH Bonds/Surety Renewal Business Acquired Business TOTAL GROWTH ORGANIC GROWTH Personal P&C Renewal Business Acquired Business TOTAL GROWTH ORGANIC GROWTH Group Medical Renewal Business Acquired Business TOTAL GROWTH ORGANIC GROWTH All Other Group Renewal Business Acquired Business TOTAL GROWTH ORGANIC GROWTH Individual L/H/F Renewal Business Acquired Business TOTAL GROWTH ORGANIC GROWTH New Business New Business New Business New Business New Business

0.0%

0.0%

0.0%

0.0%

0.0%

0.7%

16.4% 14.7%

16.2% 16.7%

21.2% 18.5%

18.6% 18.6%

21.0% 18.9%

16.5% 15.7%

100.0% 100.0%

99.2% 58.6%

100.0%

100.0%

88.5% 87.2%

100.0%

82.4%

93.2%

91.6%

0.0% 7.0% 7.0%

0.0%

0.0%

0.0%

0.0%

0.0%

28.2% 26.2%

18.9% 18.9%

36.6% 36.6%

22.5% 22.5%

25.6% 23.3%

100.5%

104.4%

103.2%

102.1%

105.1%

106.4%

16.9%

17.6%

14.2%

15.5%

14.4%

12.5%

0.0%

0.0%

0.0%

0.0%

0.0%

1.4%

13.6% 13.6%

18.1% 18.1%

16.2% 14.9%

14.1% 14.1%

15.6% 14.5%

21.8% 18.2%

106.3%

106.2%

102.5%

103.7%

104.3%

100.2%

22.3%

2.2% 0.0%

14.6%

19.5%

17.3%

16.1%

0.0%

0.0%

0.0%

0.0%

0.9%

36.5% 36.5%

22.6% 22.6%

12.8% 12.8%

13.2% 13.0%

11.8% 11.1%

13.6% 12.3%

75.5% 33.3% 0.0% -5.1% -5.1%

115.7%

111.0%

105.6%

98.6% 28.2%

101.1%

0.1% 0.0% 5.2% 5.2%

21.2%

30.9%

18.5%

0.0%

0.0%

0.0%

0.0%

13.8% 13.8%

22.6% 22.6%

24.2% 20.2%

12.6% 12.2%

67.1% 47.3%

99.3% 102.3%

84.5% 62.3%

81.3% 83.8%

94.7% 53.4%

95.8% 60.3%

0.0%

0.0%

0.0% 9.2% 9.2%

0.0% 6.8% 6.3%

0.0% 8.9% 8.9%

0.0%

15.3% 15.3%

13.4% 13.4%

16.4% 16.4%

Cross Category Comparison

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