2025 Best Practices Study Summary
TECHNOLOGY
AGENCIES WITH REVENUES OF:
<$1.25M $1.25-2.5M $2.5-5M $5-10M $10-25M $25-100M >$100M
Number of IT Employees (includes regularly outsourced IT support staff) IT Payroll as % of Pro Forma Net Rev IT Expense as % of Pro Forma Net Rev
-
0.1
0.2
0.3
0.9
3.4
11.5 0.8% 2.9%
0.2% 3.8%
0.4% 3.3%
0.4% 3.1%
0.3% 2.8%
0.5% 3.1%
0.7% 3.0%
Top Agency Mgmt Systems Used in Home Office: (excl. comp, hardware depreciation & software amortization)
AMS360
13.3% 13.3% 13.3%
33.3% 40.7%
24.1% 62.1%
37.5% 47.9%
27.3% 67.3%
19.4% 61.1%
7.7%
EPIC
92.3%
EZLynx Sagitta
3.7%
- - - -
2.1%
-
-
- - - - - -
-
-
-
1.8% 1.8%
13.9%
HawkSoft Nexsure
13.3%
3.7%
2.1% 2.1% 2.1% 6.3%
- - -
- -
-
- -
Xanatek - IMS
3.7%
3.4%
Other
46.7%
14.8%
10.3%
1.8%
5.6%
AGENCIES WITH REVENUES OF:
<$1.25M $1.25-2.5M $2.5-5M $5-10M $10-25M $25-100M >$100M
Does Agency Have CRM System? Does Agency Have Data Tool?
46.7% 26.7% 11.5%
29.6% 29.6% 22.0%
31.0% 37.9% 22.0% 11.1% 11.1% 44.4% 11.1%
33.3% 29.2% 23.3%
54.5% 50.9% 25.0%
63.9% 66.7% 60.0%
100.0% 100.0%
Does Agency Invest in AI?
84.2%
CRM is Salesforce CRM is HubSpot CRM is AgencyZoom
12.5%
25.0%
30.0%
47.8% 26.1%
46.2%
6.3%
6.7%
7.7%
85.7%
25.0%
25.0% 18.8%
20.0% 10.0%
4.3%
CRM is Pipedrive
15.4%
CRM is Microsoft Dynamics
13.0%
7.7%
CRM is Other
14.3%
62.5%
22.2%
25.0%
33.3%
8.7%
23.1%
Note: these results do not reflect agency management system usage across the entire independent broker landscape. They are simply the results of the finite number of Best Practices agencies. Across the industry, agency management system usage varies materially from these results.
CRM, Data Tools and Artificial Intelligence
Have CRM System Have Data Tool
Invest in AI
100.0%
100.0%
84.2%
66.7%
63.9%
60.0%
54.5%
50.9%
46.7%
37.9%
33.3%
31.0%
29.6%
29.6%
29.2%
26.7%
25.0%
23.3%
22.0%
22.0%
11.5%
< $1.25M
$1.25-2.5M
$2.5-5M
$5-10M
$10-25M
$25-100M
>$100M
Cross Category Comparison
28
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