2006 Best Practices Study

AGENCIES WITH REVENUES OVER $25,000,000

B.

% of Revenues Derived from Largest Accounts

+25% Profit

+25% Growth

2006

Average

Largest Commission Account

2.1% 2.1% 2.1%

High

4.1%

PROFILE

Low

1.2%

10 Largest Commission Accounts

9.0% 10.0% 9.3%

High

21.9%

REVENUES/ EXPENSES

Low

3.7%

C. Revenues Derived from Acquisitions Made in the Last 12 Months

FINANCIAL STABILITY

% of Agencies Acquiring Avg. Total Commissions Acquired

% of Net Revenues

58.8%

$1,767,132

2.8%

EMPLOYEE OVERVIEW

D.

Net Revenue Growth

+25% Profit

+25% Growth

Average

PRODUCER INFO

Net Revenue Growth (Organic)

8.6% 7.3% 14.1%

Net Revenue Growth (Total)

10.7% 8.3% 17.1%

SERVICE STAFF INFO

Revenue Growth by Source (as % of Prior Year’s Net Revenues)

Average

+25% Profit

30%

+25% Growth

TECHNOLOGY

20%

10%

0%

INSURANCE CARRIERS

% Total Revenue -10%

-20%

-30%

Commercial P&C

Personal P&C

Group L&H

P&C Service Fees

Individual L&H

Total Commissions & Fees

2006 Best Practices Study

100