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Data M02 The Market · Agency Benchmarks

Carrier breadth, and concentration.

Carrier representation and commission concentration from the 2022 Best Practices Study, by revenue tier — the carrier-relationship profile a buyer underwrites. The smallest agencies depend on a handful of carriers for most of their revenue; the largest spread it across dozens.

Carrier relationships are an agency's distribution backbone — and their concentration is one of the risks a buyer prices most directly. The 2022 carrier data shows the steepest gradient in the study: dependency on a single carrier falls fourfold from the smallest tier to the largest. This is the carrier-strategy slice of the Best Practices strategic context; the year's narrative is the 2022 context.

§ 01 · Commission concentrationThe dependency gradient.

The single clearest carrier finding: top-carrier dependency falls steeply with size. The smallest agencies draw 35.5% of P&C commission from one carrier and 52.9% from three; the largest draw just 9.0% and 20.5%. Small agencies are, in effect, three carrier relationships away from the majority of their revenue.

P&C commission concentrationTop-1 carrierTop-3 carriers
Under $1.25M35.5%52.9%
$1.25M–$2.5M25.5%42.8%
$2.5M–$5M21.1%35.4%
$5M–$10M14.7%29.2%
$10M–$25M13.7%26.3%
Over $25M9.0%20.5%

§ 02 · Carrier breadthHow many appointments, by size.

Concentration mirrors breadth. Commercial-lines carrier counts run from about 14 at the smallest tier to 127 at the largest — a ninefold expansion. National carriers grow faster than regional ones with size; the smallest agencies lean relatively more on regional, state-focused carriers.

Commercial P&C carriers (avg)NationalRegionalTotal
Under $1.25M9.44.814.2
$2.5M–$5M13.211.724.9
$5M–$10M28.410.238.6
$10M–$25M39.922.762.6
Over $25M88.438.6127.0

§ 03 · The top-carrier line mixWhat the lead carrier writes.

The lead carrier's book changes character with agency size. At the smallest tier the top P&C carrier is personal-lines-heavy (53% personal); by the mid-tiers it flips to mid- and large-commercial dominance. Life-and-health carrier panels expand most aggressively at the top — from about 3.5 carriers at the smallest tier to 85 at the largest — driven by the group-benefits practices that scale with size.

Key characteristics of the data
  • The steepest gradient in the study. Top-1 P&C dependency falls from 35.5% (smallest) to 9.0% (largest).
  • Small agencies lean on three carriers. The smallest tier draws 52.9% of P&C commission from its top three.
  • Breadth scales ninefold. Commercial carrier counts run 14 (smallest) to 127 (largest).
  • National grows faster than regional. Larger agencies add national appointments disproportionately.
  • The lead carrier flips with size. Personal-heavy at the bottom, mid/large-commercial at the top.
What it means for M&A

The benchmark is the baseline, not the price.

Best Practices benchmarks don't value an agency — they're the operating baseline a valuation is built on. Carrier concentration is a direct risk input: at a sub-$1.25M target, the top-3 carrier appointments drive over half the economics, so they become the primary diligence artifact — a buyer pressure-tests whether they transfer under the deal structure and change-of-control terms. A target with below-tier concentration reads as defensively diversified; one above it carries single-appointment risk a buyer prices.

The way carrier risk flows into deal structure is the financial & transactional mechanics reference, and the three-year drift is the 2024 carrier data.

Methodology notes

What BPS measures. The Best Practices Study tracks the operating and financial results of top-performing agencies, segmented by revenue tier. This brief reflects the 2022 carrier section.

Concentration. The share of total P&C commission from the top-1 and top-3 carriers, on the full sample.

National vs. regional. The study doesn't publish a precise definition; national carriers are broadly distributed multi-line writers, regional carriers are state- or multi-state-focused.

Frequency. The study publishes annually. Milly Books refreshes this brief with each new edition.

The strategic-context data

Carrier & producer, by year.

Open the strategic-context explainer →

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