2012 Best Practices Study

Analysis of Agencies with Revenues Over $25,000,000

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

12.5 19.7 32.2 49.2 41.4 90.5

22.5 50.0 72.5

13.0 18.3 31.3

Regional

Total

Commercial Lines P&C National

84.3 35.5

28.3 80.0

Regional

Total

119.8

108.3

Group L&H / Financial Total

91.7

101.8

90.5

Revenue from Top Carriers

Average

+25% Profit

+25% Growth

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

7.0%

6.8%

8.4%

% of Net Rev from Top 3 P&C Carriers

17.2%

18.6%

21.9%

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

6.1%

3.9%

5.3%

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

12.3%

8.5%

8.5%

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

2012 Best Practices Study

Agencies with Revenues Over $25,000,000

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