Agency benchmarks, with sources.
The industry numbers on agency operations are scattered across studies, vendor decks, and paywalled reports. These pages collect what is publicly verifiable, with a link to every source, and say plainly what could not be verified.
Client retention rate
What retention rate should an independent agency expect?
Staffing ratios (staff per book size)
How many staff does an agency need per book size?
Policies per CSR
How many policies should one CSR handle?
Revenue per employee
What revenue per employee do independent agencies run?
Time to quote
How long should a commercial or personal lines quote take?
June 2026
Carrier Portal Automation Benchmark
Relay scored head-to-head against leading general-purpose AI agents on real HO-3 carrier portal work. Relay publishes its own benchmark with methodology and limitations.
Every number on these pages carries a source. See how we source what we publish.
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