2011 Best Practices Study

Analysis of Agencies with Revenues Under $1,250,000

Carriers

Key Benchmarks Profile Revenues Expenses Profitability Employee Overview Producer Info Staff Service Info Technology Insurance Carriers Appendix

Average

+25% Profit

+25% Growth

Carrier Representation Personal Lines P&C National

4.1 4.1 8.1 4.4 4.3 8.6

3.8 3.9 7.7 4.8 4.1 8.9

4.0 5.7 9.7 3.8 4.1 7.9

Regional

Total

Commercial Lines P&C National

Regional

Total

Group L&H / Financial Total

5.2

6.6

3.3

Revenue from Top Carriers

Average

+25% Profit

+25% Growth

Commission Income Derived from Top Carriers % of Net Rev from Top P&C Carrier

30.3%

34.8%

37.9%

% of Net Rev from Top 3 P&C Carriers

53.6%

60.3%

62.9%

% of Net Rev from Top L&H/F Carrier

5.1%

6.1%

2.1%

% of Net Rev from Top 3 L&H/F Carrier

7.8%

8.7%

3.1%

Revenues from Top P&C Carrier–Breakdown By Line of Business

2011 Best Practices Study

Agencies with Revenues Under $1,250,000

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