2011 Best Practices Study

Analysis of Agencies with Revenues Between $1,250,000 and $2,500,000

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

5.3 4.2 9.6

4.0 3.1 7.1

4.2 3.2 7.4 4.1 4.8 8.9

Regional

Total

Commercial Lines P&C National

6.5 7.0

4.8 6.9

Regional

Total

13.5

11.7

Group L&H / Financial Total

6.1

4.4

3.2

Revenue from Top Carriers

Average

+25% Profit

+25% Growth

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

23.7%

23.2%

25.6%

% of Net Rev from Top 3 P&C Carriers

42.4%

40.2%

44.7%

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

5.1%

4.2%

2.8%

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

8.2%

5.8%

4.4%

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

2011 Best Practices Study

Agencies with Revenues Between $1,250,000 and $2,500,000

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