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Data M02 The Market · Agency Benchmarks

Book of business per producer.

Book and new business per producer, by line of business, across the Best Practices revenue tiers, 2018–2022 — the producer-level view of where book value concentrates. Commercial P&C is the anchor, and per-producer books scale two-to-threefold with agency size.

Book value lives at the producer level, and the producer-productivity series shows where it concentrates: in commercial P&C, and at scale. For a buyer setting integration targets — or a seller benchmarking a producer bench — this is the per-head reference. This is the producer-productivity slice of the Best Practices trend data; the companion BPS trend reference indexes all seven themes.

§ 01 · The anchor bookCommercial P&C per producer.

Commercial P&C is the most stable and largest producer book across the size curve — and it scales sharply with agency size, from roughly $200–260K at the smallest tier to $1.36M at the largest in 2022.

Commercial P&C book per producer20182022
Under $1.25M$198,783$257,281
$2.5M–$5M$548,983$538,267
$5M–$10M$573,068$575,260
$10M–$25M$938,815$773,998
Over $25M$1,025,639$1,359,074

§ 02 · The line spreadWhere a producer's book is biggest.

At scale, the largest producer books are commercial and life-and-health — both above $1.2M per producer at the largest tier in 2022 — while personal-lines books run a third of that. The pattern reflects the specialization that comes with size: large agencies field dedicated commercial and benefits producers carrying deep, high-value books.

Book per producer (over $25M, 2022)Book
Commercial P&C$1,359,074
Life / health / financial$1,230,294
Multi-line$1,143,501
Personal P&C$415,954

§ 03 · New business volatilityThe unstable number.

New business per producer is far more volatile than total book — it swings materially year to year across every line and tier, and the smallest tier shows data gaps in the life-and-health line. The read for a buyer: total book is the durable, underwriteable figure; new-business production needs a multi-year average and a 2–3 year stabilization assumption post-close.

Key characteristics of the trend
  • Commercial is the anchor. The largest, most stable producer book across all tiers — $1.36M per producer at the top in 2022.
  • Books scale 2–3× with size. The largest agencies carry per-producer books two-to-threefold the smallest, even after infrastructure differences.
  • L&H is the steepest curve. Life-and-health book per producer climbs from ~$74K (smallest) to ~$1.2M (largest).
  • Personal lines runs a third. Personal-lines books are roughly a third of commercial at the largest tier.
  • New business is volatile. Year-to-year swings across all lines; total book is the durable figure.
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. The producer data sets concrete integration targets: a producer at a $2M-revenue agency should realistically carry a $180–540K commercial book, and a buyer can calibrate a producer census against tier benchmarks to size client-transfer risk. Because new business is volatile, a disciplined buyer models the durable total book, not a single strong new-business year, and budgets a 2–3 year stabilization.

The way producer books flow into a valuation 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 producer-productivity series.

Book per producer. Total commission book a producer services, by line of business.

New business per producer. Newly written commission per producer — more volatile than total book.

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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