2006 Best Practices Study

AGENCIES WITH REVENUES OVER $25,000,000

INSURANCE CARRIERS

2006

A.

Number of P&C Carriers Represented

+25% Profit

+25% Growth

Average

Personal Lines National

8.5

5.4

4.4

PROFILE

Regional

6.9

5.0

4.2

Commercial Lines National

45.8

22.6

38.6

REVENUES/ EXPENSES

Regional

32.6

26.4

57.2

B.

Number of Group Employee Benefits Carriers Represented

+25% Profit

+25% Growth

Average

FINANCIAL STABILITY

Average Total GEB Carriers

68.6

47.0

63.4

Average Number by Product GL&H

24.7

16.5

49.3

LTD

17.4

19.5

20.7

EMPLOYEE OVERVIEW

Dental

14.6

17.5

27.0

Retirement

9.4

7.0

8.7

C.

Commission Income Derived from Top Carriers

PRODUCER INFO

+25% Profit

+25% Growth

Average

% of Net Revenue from Top P&C Carrier

8.0% 8.3% 7.7%

% of Net Revenue from Top 3 P&C Carriers

18.6% 17.8% 19.1%

SERVICE STAFF INFO

% of Net Revenue from Top GL&H Carrier

4.6% 8.1% 3.1%

% of Net Revenue from Top 3 GL&H Carriers

7.9% 11.8% 6.5%

D.

Carrier Service Center Use

TECHNOLOGY

+25% Profit

+25% Growth

Average

% of Agency’s Personal Lines Commissions Placed in Service Centers % of Agency’s Commercial Lines Commissions Placed in Service Centers

27.1%

*

30.4%

INSURANCE CARRIERS

1.2% 0.8% 2.3%

*Insufficient Data

2006 Best Practices Study

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