2021 Best Practices Study

Cross Category Comparison

Detailed Data for All Revenue Categories

Average Book Serviced ($ in thousands)

Commercial P&C Producers

$1,908.6

$1,266.8

$1,168.2

$967.9

$943.8

$752.2

$751.1

$614.4

$596.3

$493.4

$313.2

$262.5

< $1.25M

$1.25-$2.5M

$2.5-$5.0M Average

$5.0-$10.0M

$10.0-$25.0M

> $25.0M

Top 25%

Personal P&C Producers

$809.2

$587.9

$581.2

$498.7

$357.0

$334.7

$323.3

$319.4

$244.3

$237.4

$182.4

$146.0

< $1.25M

$1.25-$2.5M

$2.5-$5.0M

$5.0-$10.0M

$10.0-$25.0M

> $25.0M

Average

Top 25%

Life/Health/Financial Producers

$2,206.0

$1,259.1

$1,205.8

$800.1

$692.3

$482.4

$423.7

$284.8

$169.0

$252.9

*

*

< $1.25M

$1.25-$2.5M

$2.5-$5.0M

$5.0-$10.0M

$10.0-$25.0M

> $25.0M

Average

Top 25%

Multi-Line Producers

$2,020.4

$1,752.4

$1,159.3

$961.0

$945.3

$927.3

$789.2

$526.4

$524.8

$530.7

$427.0

$251.0

< $1.25M

$1.25-$2.5M

$2.5-$5.0M

$5.0-$10.0M

$10.0-$25.0M

> $25.0M

Average

Top 25%

*Insufficient Data

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