2025 Best Practices Study Summary

AGENCIES WITH REVENUES OF:

TOP QUARTILE

<$1.25M $1.25-2.5M $2.5-5M $5-10M $10-25M $25-100M >$100M

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

103.0%

102.1%

99.7% 14.5%

97.4% 16.9%

102.4%

99.4% 21.0%

103.1%

New Business

17.6%

15.8%

17.1%

15.3%

Acquired Business TOTAL GROWTH ORGANIC GROWTH

0.0%

0.0%

0.0%

0.0%

0.0%

0.8%

2.4%

14.2% 14.2%

16.7% 16.3%

14.2% 14.0%

17.3% 17.3%

17.0% 16.0%

14.5% 10.9%

19.1% 11.2%

Bonds/Surety

Renewal Business

100.0%

86.6% 62.7%

70.9% 74.4%

90.4% 81.5%

84.4% 96.6%

100.0%

103.5%

New Business

16.8%

76.5%

64.7%

Acquired Business TOTAL GROWTH ORGANIC GROWTH

0.0% 8.4% 8.4%

0.0%

0.0%

0.0%

0.0%

0.0%

0.0%

14.2% 14.2%

46.8% 46.8%

21.5% 21.5%

28.0% 28.0%

24.2% 24.2%

31.5% 31.5%

Personal P&C

Renewal Business

102.9%

107.0%

105.8%

104.3%

103.9%

103.6%

101.4%

New Business

15.1%

17.1%

16.6%

15.9%

13.3%

15.9%

11.9%

Acquired Business TOTAL GROWTH ORGANIC GROWTH

0.0%

0.0%

0.0%

0.0%

0.0%

3.1%

0.0%

15.5% 15.5%

19.1% 19.7%

21.3% 21.2%

16.4% 15.4%

16.2% 15.6%

19.1% 14.2%

20.0% 13.5%

Group Medical

Renewal Business

102.4%

101.2%

102.1%

102.5%

103.1%

100.1%

101.8%

New Business

1.2% 0.0% 5.5% 5.5%

7.8% 0.0%

16.4%

18.6%

12.1%

15.2%

15.9%

Acquired Business TOTAL GROWTH ORGANIC GROWTH

0.0%

0.0%

0.0%

0.0%

2.0%

11.9% 11.9%

12.5% 12.5%

11.7% 12.1%

13.2% 13.1%

11.5% 11.5%

21.0% 16.2%

All Other Group

Renewal Business

112.0%

113.7%

96.3% 22.4% 0.0% -1.1% -1.1%

105.7%

110.3%

105.8%

104.5%

New Business

12.4%

42.7%

18.4%

19.7%

19.7%

19.0%

Acquired Business TOTAL GROWTH ORGANIC GROWTH

0.0%

0.0%

0.0% 7.5% 7.5%

0.0%

0.0%

0.0%

24.4% 24.4%

17.7% 17.7%

18.7% 18.7%

18.6% 17.7%

33.3% 33.1%

Individual L/H/F

Renewal Business

96.6%

77.9% 87.1%

83.7% 60.4%

99.2% 59.8%

100.0%

87.9% 75.5%

82.7% 49.0%

New Business

121.7%

78.6%

Acquired Business TOTAL GROWTH ORGANIC GROWTH

0.0%

0.0%

0.0% 9.2% 9.2%

0.0%

0.0%

0.0%

0.0%

28.4% 28.4%

11.9% 11.9%

21.5% 20.4%

10.7% 10.7%

10.7%

32.1% 32.1%

8.6%

Cross Category Comparison

22

Made with FlippingBook Digital Proposal Maker