2012 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

43.6%

29.2%

37.7%

Bonds

1.0%

0.5%

0.8%

Personal Commissions Value Added Services

39.7%

50.0%

38.7%

0.9% 6.0%

0.0% 4.8%

0.0% 7.7%

Contingent/Bonus

Total P&C

91.3%

84.5%

84.9%

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

5.0% 0.2% 3.3% 0.1% 8.6% 0.1% 0.1%

6.8% 0.1% 8.4% 0.1%

6.2% 0.1% 8.6% 0.1%

Bonus/Overrides

Total L&H/Financial

15.4%

15.0%

Investments

0.0% 0.0%

0.0% 0.1%

Miscellaneous

Gross Revenues

100.0%

100.0%

100.0%

Brokerage Commission Expense

0.2%

0.2%

0.0%

Net Revenues

99.8%

99.8%

100.0%

Revenue by Source (% of Gross Revenues)

2012 Best Practices Study

Agencies with Revenues Under $1,250,000

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