2011 Best Practices Study

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

Revenues (% by Source)

Key Benchmarks Profile

Average

+25% Profit

+25% Growth

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

Property & Casualty Commercial Commissions & Fees

43.8%

38.4%

37.8%

Bonds

0.9%

0.6%

0.4%

Personal Commissions Value Added Services

39.7%

45.1%

50.1%

0.7% 6.2%

0.0% 6.1%

2.3% 5.4%

Contingent/Bonus

Total P&C

91.4%

90.2%

96.0%

Life & Health/Financial Group Medical Commissions & Fees All Other Group Commissions & Fees Individual L&H Commissions & Fees

5.5% 0.2% 2.6% 0.1% 8.4% 0.1% 0.1%

5.2% 0.2% 4.3% 0.1% 9.8% 0.0% 0.0%

1.3% 0.1% 2.2% 0.0% 3.6% 0.0% 0.3%

Bonus/Overrides

Total L&H/Financial

Investments

Miscellaneous

Gross Revenues

100.0%

100.0%

100.0%

Brokerage Commission Expense

0.1%

0.1%

0.0%

Net Revenues

99.9%

99.9%

100.0%

Revenue by Source (% of Gross Revenues)

2011 Best Practices Study

Agencies with Revenues Under $1,250,000

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