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Data M02 The Market · Agency Benchmarks

Account size, and concentration risk.

Commercial-account stratification and concentration across the Best Practices revenue tiers, 2018–2022 — the book-quality data a buyer reads most closely. Larger agencies hold larger accounts and diversify their concentration; smaller agencies depend on high-volume, low-value relationships.

Book quality is where diligence concentrates, because two agencies of identical revenue can carry very different risk depending on how that revenue is distributed. The stratification series shows a clean structural pattern: account size scales with the agency, and the largest agencies are — counterintuitively — the most diversified. This is the book-quality slice of the Best Practices trend data; the companion BPS trend reference indexes all seven themes.

§ 01 · Account stratificationWhere the revenue sits.

The smallest agencies derive the majority of commercial revenue from sub-$5K accounts; the largest derive nearly half from accounts over $50K. The mix shifts steadily with size — a structural reflection of the commercial-client base each tier serves.

Commercial revenue (2022)Accounts < $5KAccounts > $50K
Under $1.25M61%6%
$2.5M–$5M42%15%
$5M–$10M34%21%
$10M–$25M25%31%
Over $25M16%47%

§ 02 · Top-10 concentrationThe diversification paradox.

The largest agencies carry the biggest accounts — yet show the lowest top-10 concentration. The over-$25M tier's top-10 accounts make up about 10% of commercial revenue; the smallest tier's run closer to 19%. Scale brings a deeper, broader book that no handful of accounts dominates.

Top-10 account share (average, 2022)% of commercial revenue
Under $1.25M19%
$2.5M–$5M15%
$5M–$10M14%
$10M–$25M14%
Over $25M10%

§ 03 · Single-account dependencyThe extreme-risk read.

Single-largest-account dependency is generally manageable — the average largest account runs 2–7% of commercial revenue across tiers, and only a minority of agencies in any band show high dependence (>15%) on one account. But the high-concentration tail is real: a subset of smaller agencies carries 20–31% in their single largest account, which is exactly the kind of key-account risk a buyer prices with representations and holdbacks.

Key characteristics of the trend
  • Account size scales with the agency. Sub-$5K accounts fall from 61% (smallest) to 16% (largest) of commercial revenue.
  • The diversification paradox. The largest agencies hold the biggest accounts yet the lowest top-10 concentration (~10%).
  • Small agencies depend on volume. The smallest tier rose to 61% of revenue from sub-$5K accounts in 2022 — a high-volume, low-value base.
  • Single-account risk is usually manageable. The average largest account is 2–7% of revenue; high dependence (>15%) is a minority.
  • A high-concentration tail exists. A subset of smaller agencies carries 20–31% in one account — the diligence flag.
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. Concentration is one of the most direct quality signals a buyer reads: a broadly distributed book with a meaningful share of mid-to-large accounts reads as a renewal-predictable premium, while a book with a high top-10 or single-account share carries churn risk a buyer manages with representations and holdback provisions. The smallest tier's reliance on sub-$5K accounts is the structural reason scale buyers underwrite it cautiously.

The way book quality flows into deal structure is the financial & transactional mechanics reference.

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 2018–2022 book-quality series.

Stratification. Commercial P&C revenue distributed across account-size bands.

Concentration. The share of commercial revenue from the top-10 (and single-largest) accounts; low / average / high cohorts are reported.

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

The seven trend themes

Explore the BPS trend data.

Open the trend reference →

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