2009 Best Practices Study

Agencies with Revenues Less than $1,250,000

Profile

Revenues/ Expenses

Financial Stability

Employee Overview

Producer Info

Service Staff Info

Technology

Insurance Carriers

Appendix

Organic Growth by Line of Business

20.0% 15.0% 10.0% 5.0% 0.0% -5.0% -10.0%

10.0%

5.0%

0.0%

-5.0%

2.0% 1.0% -1.0% 0.0% -2.0%

Insufficient Data

1.0% 0.0% -1.0% -2.0% -3.0% -4.0%

5.0% 10.0% 15.0% 20.0% 25.0%

0.0%

0.0% 2.0% 4.0% 6.0% 8.0% 10.0%

Insufficient Data

Revenue Growth by All Sources (including Total Comm & Fees, Contingent/Bonus and Investment Income)

6 2009 Best Practices Study | Agencies with Revenues Less than $1,250,000 | Revenues/Expenses