2011 Best Practices Study

Analysis of Agencies with Revenues Between $2,500,000 and $5,000,000

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

5.4 4.9

6.2 4.8

5.0 7.2

Regional

Total

10.3

11.0

12.2

Commercial Lines P&C National

8.7 8.6

9.0 5.6

12.2 13.3 25.5

Regional

Total

17.3

14.6

Group L&H / Financial Total

12.6

10.4

8.0

Revenue from Top Carriers

Average

+25% Profit

+25% Growth

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

18.0%

14.2%

17.4%

% of Net Rev from Top 3 P&C Carriers

36.2%

31.1%

36.4%

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

5.6%

2.3%

9.1%

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

8.4%

3.7%

12.2%

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

2011 Best Practices Study

Agencies with Revenues Between $2,500,000 and $5,000,000

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