2025 Best Practices Study Summary

SERVICE & SALES SUPPORT STAFF

AGENCIES WITH REVENUES OF:

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

PROPERTY & CASUALTY % Agencies with Commercial P&C Staff In Agencies that have CPC Staff: Number of CPC Employees Avg CPC Revenue per Staff Payroll as a % of CPC Revenue % Agencies with Personal P&C Staff In Agencies that have PPC Staff: Number of PPC Employees Avg PPC Revenue per Staff Payroll as a % of PPC Revenue

53.3%

96.3%

100.0%

97.9%

96.4%

97.2%

100.0%

8.9

19.4

58.5

158.4

0.7

2.7

5.0

$288,653

$412,962

$505,241

$634,694

$553,103

$498,416

$554,710

19.3%

19.7%

14.4%

13.5%

15.7%

18.3%

14.8%

53.3%

96.3%

100.0%

87.5%

89.1%

94.4%

100.0%

5.5

10.7

20.7

22.4

1.1

2.7

5.0

$335,934

$324,390

$267,658

$266,670

$324,170

$284,748

$406,310

14.6%

19.1%

22.4%

22.6%

21.9%

24.3%

16.3%

% Agencies with CL Claims Staff

13.3%

18.5%

20.7%

60.4%

69.1%

88.9%

100.0%

In Agencies that have CL Claims Staff: Number of CL Claims Employees Avg CL Revenue per Claims Staff Payroll as a % of CL Claims Revenue

0.4

0.9

2.8

14.2

-

0.1

0.1

$7,534,926

N/A N/A

$5,682,624

$5,415,772

$8,418,066

$10,132,165

$12,452,383

0.3%

1.4%

0.6%

0.8%

0.9%

1.2%

% Agencies with PL Claims Staff

13.3%

18.5%

27.6%

43.8%

34.5%

33.3%

30.0%

In Agencies that have PL Claims Staff: Number of PL Claims Employees Avg PL Revenue per Claims Staff Payroll as a % of PL Claims Revenue % Agencies with P&C Value Added Staff In Agencies that have P&C VAS Staff: Number of P&C VAS Employees

0.3

0.3

0.5

0.6

-

0.1

0.1

$6,143,952

N/A N/A

$2,435,655

$3,883,171

$3,201,124

$4,144,000

$23,030,717

0.6%

0.6%

1.3%

0.9%

0.5%

0.5%

6.7%

7.4%

10.3%

25.0%

38.2%

55.6%

70.0%

0.4

1.0

3.3

9.0

-

0.1

0.1

$22,528,425

Avg P&C Revenue per Staff Payroll as a % of P&C Revenue

$1,841,396

$712,783

$3,005,127

$5,701,084

$6,853,823

$11,324,041

0.2%

0.3%

0.1%

0.5%

1.0%

1.1%

1.1%

LIFE & HEALTH / FINANCIAL % Agencies with L/H/F Staff:

20.0%

22.2%

55.2%

66.7%

81.8%

97.2%

100.0%

In Agencies that have L/H/F Staff: Number of L/H/F Employees Avg L/H/F Revenue per Staff Payroll as a % of L/H/F Revenue % Agencies with L/H/F Value Added: In Agencies that have L/H/F Staff: Number of L/H/F Employees Avg L/H/F Revenue per Staff Payroll as a % of L/H/F Revenue

1.8

5.6

27.6

60.3

0.1

0.1

0.5

$1,283,353

$192,140

$376,765

$478,918

$468,172

$466,837

$510,097

3.1%

5.5%

7.7%

11.5%

17.2%

19.7%

15.7%

0.0%

0.0%

3.4%

4.2%

25.5%

47.2%

80.0%

0.5

3.3

9.4

- - -

- - -

- - -

0 .1

$2,436,905

$5,126,967

$4,258,905

$7,445,334

0.1%

0.9%

1.8%

2.0%

Cross Category Comparison

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