2011 Market & Financial Survey2011 Market & Financial Survey

Please complete the survey as thoroughly as possible. Your responses are confidential and will only be reviewed by the staff of Marsh, Berry & Company.

If you wish to receive the results of the survey, please make sure you complete Question #1!

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1. Please complete the following (the state field is a required field):

Please complete the following (the state field is a required field): Name:
Company:
Address:
City/Town:
State:
ZIP:
Phone Number:

2. Email Address (please enter if you would like an electric copy of survey results):

Email Address (please enter if you would like an electric copy of survey results):

3. Your agency location is:

Your agency location is: Rural (less than 10,000 population)

Town (10,000 - 100,000 population)

Large Metro/Suburban/Urban (over 100,000)

4. What is the property-casualty premium volume of the agency?

What is the property-casualty premium volume of the agency? Under $3,000,000

$3,000,000 to under $8,000,000

$8,000,000 to under $15,000,000

$15,000,000 to under $30,000,000

Over $30,000,000

5. If privately held, please indicate the number of agency owners:

If privately held, please indicate the number of agency owners:

6. What is the average age of the owners:

What is the average age of the owners:

7. Please enter the following (do not use dollar signs/commas/decimals):

Please enter the following (do not use dollar signs/commas/decimals): a) Total Agency Commercial Commissions - $
b) Total Personal Commissions - $
c) Total Group Commissions - $
d) Total Life Commissions - $

8. Please enter the following:

Please enter the following: a) Number of Commercial accounts
b) Number of Personal accounts
c) Number of Group accounts

9. Total Number of full-time equivalent employees (including owners & salespeople) divided into the following groups:

Total Number of full-time equivalent employees (including owners & salespeople) divided into the following groups: Service/Support handling Commercial Lines
Service/Support handling Personal Lines
Service/Support handling Group/Life
Salespeople (including owners) handling Commercial Lines
Salespeople (including owners) handling Personal Lines
Salespeople (including owners) handling Group/Life
Management & Administrative people
TOTAL NUMBER OF EMPLOYEES

10. Average salary increase for 2011 - %

Average salary increase for 2011 - %

11. Do you have, in writing, a perpetuation plan or related documents (correspondence, etc.) which does not solely rely on life insurance?

Do you have, in writing, a perpetuation plan or related documents (correspondence, etc.) which does not solely rely on life insurance? Yes

No

12. Level of agency automation usage:
(check all that apply)

Level of agency automation usage: (check all that apply) Commercial T-filing

Personal T-filing

Company Download

Upload to Companies

Internal/External E-Mail

Internal Fax

Document Scanning

PowerPoint

Contact Management Software

Automated Marketing or Campaign Software

2011 Market & Financial Survey

1. SECTION I: General Information