2025 Best Practices
Study.
Unlock insights with seven 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.
The 2025 report provides the following information and will be delivered electronically.
- Generative AI Insight: How Generative AI Is Transforming Insurance Practices
- Executive Summary: An overview of key findings
- Analysis of Agencies by Revenue Category: Detailed analysis with over 3,000 data points in the following revenue categories:
- Under $1.25M
- $1.25M – $2.5M
- $2.5M – $5.0M
- $5.0M – $10.0M
- $10.0M – $25.0M
- $25.0M – $100M
- Over $100M
- Cross-Category Comparison: An easy to read comparison across each revenue categories
- Glossary of Terms: A complete list of key terms and definitions for clarity
Inside the Best Practices Study.
Introduction
Revenue Categories
Cross-Comparison
Glossary
