2024 Best Practices
Study Update.

Unlock insights with six revenue categories, key benchmarks and over 3,000 data points.

The annual Best Practices Study originated in 1993 as an initiative by the Big “I” to help its members build and maintain their value. By studying the leading agencies and brokers in the country, the study provides businesses with meaningful performance benchmarks and business strategies that can be adopted or adapted to improve agency performance.

Over 30 years later, this work continues in partnership with Reagan Consulting, providing important financial and operational benchmarks. The study is recognized as one of the most thoughtful, effective and valuable resources in the industry.

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Compare your results to Best Practices Agencies.

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Inside the Best Practices Study.

Introduction

Get an overview of the study’s purpose, history, and methodology, as well as a breakdown of each section and what it reveals about top-performing agencies.

Revenue Categories

The study is organized into six revenue categories to provide relevant benchmarks based on agency size. This structure allows agencies to compare performance and practices with their peers.

Cross-Comparison

The study’s unique metrics are carefully selected and uniquely tailored to provide actionable insights that truly reflect the realities of today’s insurance agencies.

Glossary

Clear definitions help avoid confusion, making it easier to interpret data accurately and apply insights effectively to improve your agency’s performance.