2020 Best Practices Study

First page Table of contents Next page Last page

2020 Best Practices Study	1
2020 Study Sponsors	2
Introduction & Overview	8
Embracing the Challenges of a Post-COVID World	12
Key Metrics by Agency Revenue Category	24
Under $1.25M Key Metrics	26
$1.25M - $2.5M Key Metrics	30
$2.5M - $5.0M Key Metrics	34
$5.0M - $10.0M Key Metrics	38
$10.0M - $25.0M Key Metrics	42
Over $25.0M Key Metrics	46
Cross Category Comparison - Detailed Data	49
Agency Profile	50
WASA	50
Revenue Overview	50
Acquisitions	52
Account Information/Stratificaton	53
Specialization	54
Revenue Growth	55
Sales Velocity	60
Expenses	61
Profitability	62
Rule of 20	62
Financial Stability	64
Technology	64
Productivity	66
Staff - HR, Accounting, & Marketing	66
Staff - Service & Sales Support	68
Producer Metrics	70
Unvalidated Producer Metrics	74
New Producer Hiring	74
Carriers	76
Glossary	80

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