2012 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

5.7 5.0

4.1 4.6 8.8

4.1 5.6 9.7

Regional

Total

10.7

Commercial Lines P&C National

11.6 10.3 21.9

5.7 5.9

15.3 10.3 25.5

Regional

Total

11.6

Group L&H / Financial Total

14.2

8.3

9.1

Revenue from Top Carriers

Average

+25% Profit

+25% Growth

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

19.1%

19.0%

22.7%

% of Net Rev from Top 3 P&C Carriers

36.5%

38.4%

41.4%

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

5.7%

4.2%

7.2%

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

9.1%

6.1%

10.9%

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

2012 Best Practices Study

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

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