2020 Best Practices Study

AGENCIES WITH REVENUES OF:

MEDIAN

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

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

93.3% 10.4%

94.0% 15.7%

95.5% 12.6%

98.8% 11.1%

94.2% 11.4%

93.8% 13.6%

New Business

Acquired Business

0.0% 4.4% 4.3%

0.0% 5.6% 5.8%

0.0% 7.1% 8.4%

0.0% 9.0% 9.0%

0.0% 6.0% 5.8%

0.0% 6.9% 6.2%

TOTAL GROWTH ORGANIC GROWTH Bonds/Surety Renewal Business

* * *

* * *

* * *

47.7% 31.3%

32.7% 13.9%

73.8% 28.2%

New Business

Acquired Business

0.0%

0.0% 3.3% 3.3%

0.0%

TOTAL GROWTH ORGANIC GROWTH Personal P&C Renewal Business

0.0% 0.0%

-6.7% -6.7%

-0.5% -0.5%

14.5% 14.5%

13.7% 12.1%

94.0% 11.2.%

92.5% 10.8%

93.0%

94.4%

94.1%

94.9% 11.6%

New Business

9.6% 0.0% 4.6% 5.3%

8.2% 0.0% 2.0% 2.0%

8.1% 0.0% 4.3% 4.6%

Acquired Business

0.0% 8.3% 7.4%

0.0% 5.6% 5.4%

0.0% 6.1% 6.0%

TOTAL GROWTH ORGANIC GROWTH Group Medical Renewal Business

* * *

* * *

* * *

91.7%

93.7% 10.1%

91.9% 11.2%

New Business

9.8% 0.0% 5.3% 5.8%

Acquired Business

0.0% 6.8% 6.8%

0.0% 5.4% 4.1%

TOTAL GROWTH ORGANIC GROWTH All Other Group Renewal Business

2.0% 2.0%

2.5% 2.5%

2.2% 4.0%

* * *

* * *

* * *

56.6% 5.4% 0.0% -3.4% -1.9% 19.6% 25.9% 0.0% -2.8% -2.8%

94.2% 11.9%

87.7% 11.1%

New Business

Acquired Business

0.0%

0.0% 8.1% 7.4%

TOTAL GROWTH ORGANIC GROWTH Individual L/H/F Renewal Business

2.2% 2.2%

-7.7% -7.7%

-12.5% -12.5%

10.2% 10.2%

* * *

* * *

* * *

39.1% 33.8% 0.0% 0.4% -2.4%

51.8% 26.3% 0.0% -7.8% -7.8%

New Business

Acquired Business

TOTAL GROWTH ORGANIC GROWTH

8.6%

4.5% 4.5%

4.3% 4.3%

17.3%

*Insufficient Data

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