2012 Best Practices Study

Analysis of Agencies with Revenues Between $5,000,000 and $10,000,000

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

9.8 6.4

8.0 6.4

10.2

Regional

5.2

Total

16.2

14.4

15.4

Commercial Lines P&C National

24.0 12.1 36.0

11.8

15.2

Regional

9.9

9.7

Total

21.7

24.9

Group L&H / Financial Total

29.7

28.7

38.3

Revenue from Top Carriers

Average

+25% Profit

+25% Growth

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

17.4%

15.7%

13.2%

% of Net Rev from Top 3 P&C Carriers

39.8%

30.1%

27.8%

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

8.6%

8.8%

8.5%

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

12.5%

13.6%

13.1%

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

2012 Best Practices Study

Agencies with Revenues Between $5,000,000 and $10,000,000

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