2001 Best Practices Study

Analysis of Agencies with Revenues Less Than $500,000

How Time Was Spent:

11.1% 17.6%

Selling New Business (New or Acct Rounding)

Marketing (Placement)

Claims Processing Customer Service

8.2%

55.1%

Administration

8.0%

How Time Was Spent

8.0%

11.1%

17.6%

8.2%

55.1%

Selling New Business (New or Acct Rounding) Marketing (Placement)

Claims Processing Customer Service Administration

2. Group Life & Health CSRs

Average

Top 25%

Number

* * * * * *

High Low

Average Commissions Serviced

*

Average Pay ($)

Average Pay (% of Book Serviced)

* - Insufficient Data

How Time Was Spent:

* * * * *

Selling New Business (New or Acct Rounding)

Marketing (Placement)

Claims Processing Customer Service

Administration

INSUFFICIENT DATA - CHARTS NOT APPLICABLE

3. Personal P&C CSRs

Average

Top 25%

Number

1.3 2.5 0.5

High Low

Average Commissions Serviced

$123,409 $24,018

$204,103

Average Pay ($)

Average Pay (% of Book Serviced)

19.5%

30