2025 best practices study - final
The 2025 Best Practices Study (IIABA & Reagan Consulting) is a comprehensive benchmarking report for independent insurance agencies, presenting thousands of data points across seven revenue bands. It provides granular Cross-Category Comparison tables covering staffing (service and sales support counts and compensation), validated/unvalidated producer metrics (commissions, books serviced, compensation, Producer Success Rate, WAPA, NUPP), carrier representation and commission structures, plus broader chapters on growth, profitability, productivity, M&A, specialization, and generative AI adoption and readiness. The Study is intended as a practical benchmarking and strategic roadmap for agencies of all sizes.
Questions this document answers
<$1.25M: 21.3%; $1.25-2.5M: 31.5%; $2.5-5M: 41.3%; $5-10M: 51.7%; $10-25M: 48.5%; $25-100M: 53.2%; >$100M: 44.5%