2007 Best Practices Study

Agencies with Revenues Between $10,000,000 and $25,000,000

Executive Perspectives

Profile

Revenues/ Expenses

Financial Stability

Employee Overview

Producer Info

Service Staff Info

Technology

Insurance Carriers

Appendix

Real Time Interface (continued)

Via Agency Management System

% of Agencies

Number of Real-Time Inferfaces None

30.0%

1-3

16.7%

4-6

20.0%

7-10

26.7%

11+

6.7%

Impact on

Personal Lines Functions

% Having Function

Effectiveness/Efficiency

Very Negative

Very Positive

Inquiry—Billing, Policy, Claims View/Status

100.0% 50.0% 50.0% 77.8% 66.7% 66.7%

Claims Reporting

Loss Runs

Rate/Quote Policy Issue

Endorsements

Impact on

Commercial Lines Functions

% Having Function

Effectiveness/Efficiency

Very Negative

Very Positive

Inquiry—Billing, Policy, Claims View/Status

100.0% 55.0% 85.0% 80.0% 50.0% 65.0%

Claims Reporting

Loss Runs

Rate/Quote Policy Issue

Endorsements

141 2007 Best Practices Study | Agencies with Revenues Between $10,000,000 and $25,000,000 | Technology