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2026 Best Practices Study Update

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    The 2026 Best Practices Study Update is the second 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. For trending and the complete picture, the 2025 Update can be used in conjunction with the 2025 comprehensive study.

    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

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    Best Practices: Additional information on the Best Practices program can be found online.