2025 Best Practices Study

Introduction & Overview .....................................................................................................................6

2025 Study Highlights .......................................................................................................................10

Generative AI: Transforming Insurance Practices ..........................................................................16

Executive Summary............................................................................................................................24

Agencies under $1.25 Million in Revenue..........................................................................24

Agencies between $1.25 Million and $2.5 Million in Revenue........................................28

Agencies between $2.5 Million and $5 Million in Revenue .............................................32

Agencies between $5 Million and $10 Million in Revenue ..............................................36

Agencies between $10 Million and $25 Million in Revenue ............................................40

Agencies between $25 Million and $100 Million in Revenue..........................................44

Agencies over $100 Million in Revenue .............................................................................48

Cross Category Comparison ............................................................................................................52

Glossary...............................................................................................................................................84

4 2025 Table of Contents