2021 Best Practices Study

Cross Category Comparison

Detailed Data for All Revenue Categories

Validated Producer Metrics

AGENCIES WITH REVENUES OF:

<$1.25M $1.25-$2.5M $2.5-$5M $5-$10M $10-$25M >$25M

Commercial P&C Number of Val idated Producers

0.5

1.2

2.5

4.5

8.9

21.8

% Male

* *

* *

86% 14%

95%

90% 10%

89% 11%

% Female

5%

Average New Commissions Average Book Serviced Average Compensation Avg. Comp. as % of Book

$57,102 $262,470 $139,980

$47,036 $313,173 $104,489

$75,167 $614,413 $187,306

$65,502 $596,279 $197,354

$87,204

$144,796

$751,136 $1,168,210

$234,788

$328,387

40.1%

35.4%

28.9%

31.8%

31.7%

29.3%

Top 25% Avg New Commissions Top 25% Average Book Serviced Personal P&C Number of Val idated Producers

$123,684 $493,429

$113,018 $752,225

$142,854 $967,931

$117,266

$150,663

$308,352

$943,817 $1,266,752 $1,908,583

0.6

0.9

0.5

0.8

1.2

1.8

% Male

* *

* *

* *

* *

* *

* *

% Female

Average New Commissions Average Book Serviced Average Compensation Avg. Comp. as % of Book

$45,416 $182,384 $67,971

$21,706 $145,970 $66,312

$47,999 $237,430 $84,876

$51,794 $334,710 $112,185

$61,438 $319,448 $92,586

$101,275 $498,697 $123,553

31.2%

40.4%

43.6%

33.1%

33.2%

28.0%

Top 25% Avg New Commissions Top 25% Average Book Serviced Li fe/Heal th/Financial Number of Val idated Producers

$87,681 $357,027

$43,107 $244,303

$102,439 $323,261

$86,581 $587,912

$144,952 $581,226

$183,812 $809,158

0.1

0.1

0.2

1.0

2.9

10.1

% Male

* * * * * * * *

* *

* *

* *

71% 29%

78% 22%

% Female

Average New Commissions Average Book Serviced Average Compensation Avg. Comp. as % of Book

$52,039 $252,886 $103,518

$16,387 $168,974 $111,068

$64,759 $482,351 $163,751

$68,381

$169,532

$692,299 $1,205,822

$232,361

$338,064

41.8%

48.1%

32.9%

31.4%

29.6%

Top 25% Avg New Commissions Top 25% Average Book Serviced Mul ti -l ine Number of Val idated Producers

$84,880 $284,779

$35,323 $423,741

$132,117

$133,166

$362,460

$800,095 $1,259,055 $2,206,038

0.5

0.9

0.5

1.7

1.8

1.6

% Male

* *

* *

* *

* *

* *

* *

% Female

Average New Commissions Average Book Serviced Average Compensation Avg. Comp. as % of Book

$33,668 $530,688 $168,849

$25,222 $251,041 $68,867

$44,163 $526,367 $148,482

$62,567 $524,810 $167,146

$100,425 $789,215 $204,485

$67,515 $961,034 $267,819

33.5%

24.8%

24.3%

29.1%

26.2%

27.5%

Top 25% Avg New Commissions Top 25% Average Book Serviced

$69,758 $945,344

$39,423

$85,511

$124,731

$283,101

$131,917

$426,971 $1,159,338

$927,328 $1,752,440 $2,020,361

% Total Book by Producer Age: Up to age 35

16.4% 11.6% 40.9% 21.1%

23.0% 20.6% 17.8% 38.6%

13.1% 26.8% 25.5% 34.6%

15.9% 31.3% 21.4% 31.4%

8.7%

7.6%

Age 36-45 Age 46-55

22.5% 33.2% 35.6%

26.7% 31.3% 34.3%

Over age 55

*Insufficient Data

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