2019 - Independent Agent

BEST PRACTICES STUDY.

AIM HIGHER. ACHIEVE MORE.

2019

Copyright ?2019 by the Independent Insurance Agents & Brokers of America and Reagan Consulting, Inc. All rights reserved. No portion of this document may be reproduced in any manner without the prior written consent of IIABA or Reagan Consulting. In addition, this document may not be posted as a link on any public or private website without the prior written consent of IIABA or Reagan Consulting.

1

We wish to thank the following companies for their sponsorship. The funding provided makes possible the development of the 2019 Best Practices Study and the Best Practices Gateway website.

2

Internal Use. Not for Distribution. IIABA State Association and Council for BP, Only.

3

Introduction & Overview .............................................................................................................................. 6 Foundations: Laying the Groundwork ........................................................................................................ 10 Executive Summary..................................................................................................................................... 28

Agencies with under $1.25M in revenue ....................................................................................... 28 Agencies between $1.25M and $2.5M in revenue ........................................................................ 32 Agencies between $2.5M and $5.0M in revenue .......................................................................... 36 Agencies between $5.0M and $10.0M in revenue ........................................................................ 40 Agencies between $10.0M and $25.0M in revenue ...................................................................... 44

InCGterloorssnssaaCrlayAtU..eg..ges.o.ne..rc.y..ie..CNs..o.wo.m..it.tp.h.fa.o.or.i.rvs..oe.D.rn..i$..s..2..t..5..r...i..0..b..M..u......t..ii..no....r..n..e.....v....eI....nI..A..u....eB.......A...............S.........t......a......t......e............A.........s......s.........o......c.........i...a......t......i...o.........n............a......n.........d............C.........o.........u.........n.........c......i...l......f......o......r.........B............P.........,.........O... 458n822ly.

4

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download