2012 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 5.2

3.7 2.6 6.3 4.8 4.5 9.3

4.1 5.6 9.7

Regional

Total

10.6

Commercial Lines P&C National

6.8 7.3

6.5 4.8

Regional

Total

14.1

11.3

Group L&H / Financial Total

7.5

6.4

4.4

Revenue from Top Carriers

Average

+25% Profit

+25% Growth

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

25.6%

31.6%

30.9%

% of Net Rev from Top 3 P&C Carriers

45.4%

45.4%

50.6%

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

6.1%

5.0%

2.8%

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

9.3%

7.9%

4.8%

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

2012 Best Practices Study

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

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