DONNA Blog

Premium per customer (Commercial Lines): The Inside Story

Written by Nitin Purohit | May 9, 2024 2:18:11 PM

In the dynamic world of commercial insurance, independent agencies like yours navigate a complex ecosystem. Building strong relationships with businesses is paramount, and a key metric often touted as a reflection of this bond is Premium Per Customer (PPC). While PPC holds value, focusing solely on this metric can be misleading. Let's embark on a journey to unveil the hidden truths behind PPC in the context of commercial insurance and explore a more holistic approach to gauging your agency's success.

I. The Illusory Climb: Inflation's Influence on Commercial PPC

Imagine a scenario where your agency's PPC for commercial clients steadily increases year after year. A sense of accomplishment washes over you – a testament to your agency's growth and deepening client relationships. However, hold on a minute. This growth might not be entirely organic. Inflation plays a significant role in premium calculations for commercial insurance, particularly in sectors susceptible to fluctuating costs like construction, manufacturing, or transportation. As renewal cycles come around, a natural rise in premiums due to inflation can inflate your PPC. This creates a misleading picture – attributing growth to client engagement when, in reality, it's simply the rising tide of inflation impacting coverage costs for entire industries.

II. The Coverage Gap: The Monoline Trap in Commercial Lines

Another pitfall of relying solely on PPC lies in its inability to capture the full spectrum of your service to commercial clients. Consider an agency with a high PPC, but a significant portion of those clients are monoline – meaning they only hold one policy, often basic property and casualty coverage. This scenario suggests missed opportunities. While a strong bond might exist with these clients, there's untapped potential for cross-selling additional coverages crucial for their specific business needs. For instance, a restaurant owner might only have property coverage, but lacking cyber liability or business interruption insurance exposes significant risks not reflected in a high PPC. A high PPC with a high percentage of monoline clients paints an incomplete picture, failing to capture the full breadth of a well-rounded risk management strategy for your commercial clients.

III. Beyond the Dollar: A Multifaceted Approach for Commercial Lines

So, how do you move beyond the limitations of PPC and gain a clearer understanding of your agency's success in the commercial lines market? Here's where a multifaceted approach comes into play:

  • Customer Growth: Track your commercial client base alongside PPC. A rising number of clients alongside a healthy PPC indicates a successful expansion of your reach while strengthening existing relationships with businesses.
  • Reduction in Monoline Percentage: While a high PPC is positive, analyze the percentage of monoline commercial clients. Implement strategies to identify industry-specific risk exposures and educate clients on the benefits of a broader risk management portfolio. Partner with industry associations to stay informed about emerging threats and tailor coverage solutions accordingly.
  • Average Premium Size: Monitor the average premium size alongside PPC for your commercial clients. This can indicate if you're successfully recommending more comprehensive coverage options, potentially leading to a more engaged client base with a deeper understanding of their evolving risk profile. Analyze if the rise in average premium size reflects broader coverage options or simply inflation in specific sectors.
  • Client Retention Rate: A strong client retention rate alongside a healthy PPC paints a powerful picture for your commercial lines business. This signifies not just a strong bond but also client satisfaction with the level of service, risk assessment expertise, and comprehensive coverage you provide.

IV. The Symphony of Success: A balanced Scoreboard for Commercial Lines

By combining these metrics, you create a well-rounded symphony, each instrument playing its part to reveal the true story behind your agency's success in the commercial lines market. PPC remains a valuable metric, but it's just one note in the grand composition. By considering customer growth, monoline reduction, average premium size, and client retention, you gain a deeper understanding of your client engagement and the effectiveness of your strategies.

V. Conclusion

Remember, a truly thriving commercial lines agency fosters a dynamic partnership with its clients. It's about building trust, providing a comprehensive risk assessment approach, and offering tailored insurance solutions. By looking beyond the limitations of PPC and embracing a multifaceted approach, you unlock the true potential of your client relationships and pave the way for sustainable growth in the commercial insurance landscape.