The 2025 Best Practices Study is the first in a three-year cycle with new group of 349 Best Practices Agencies. The report provides insight to the operations of successful independent agents nationwide, providing key financial and operational benchmarks the drive performance and support growth strategies. Unlock your agency's full potential with the comprehensive report that provides data-driven insights to help your agency make smarter business decisions.
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
Return Policy: Due to the nature of the information being sold, we cannot accept returns of products once they have been delivered. Email Best Practices staff with questions.
Best Practices : Additional information on the Best Practices program can be found online.