The following guide to industry information, research, and analysis provides sources for industry trends and
statistics, market research and analysis, financial ratios and salary surveys, and more.
Industry Analysis, Trends, Statistics, and Forecasts
IBISWorld
Comprehensive market research reports provide in-depth industry analysis and five-year forecasts,
with special focus on the underlying structure and external forces
and relationships that affect industries and their performance.
Report contents include:
- Market size and characteristics
- Key statistics and trends
- Current performance
- Competitive landscape
- Major firms and market share
- Key risk and success factors
- Five-year growth forecast
A.M. Best
Information resources available from this organization include:
Insurance Information Centers
http://www.ambest.com/
Online information centers provide news, data, and analysis for various segments of the industry, with content
categories including life/health, property/casualty, ratings and criteria, consumer products, captive insurers,
reinsurance, and title and mortgage guarantee. Selected information is available free online with registration.
Industry Research - Best’s Special Reports & Briefings
http://www3.ambest.com/
Special reports and briefings provide in-depth analysis of a wide range of topics affecting various segments
of the industry, with topics covered including industry trends, financial reporting, stock performance,
merger and acquisition activity, and more. Complimentary reports and briefings are available free online
with registration.
FirstResearch
Insurance Carriers
https://www.firstresearch.com/
First Research profiles cover key aspects of an industry's size, scope, and operations and include a
five-year growth forecast. Profile contents include:
- Industry overview
- Recent developments
- Critical issues and challenges
- Business trends and opportunities
- Executive insights
- Financial benchmarking data
- Five-year growth forecast
American Council of Life Insurers
Life Insurers Fact Book
https://www.acli.com/
Annual fact book publication provides information on trends and statistics for the life insurance industry,
with topics covered in individual chapters including key life insurer statistics, organizational structure,
employment, assets, liabilities, income, expenditures, reinsurance, life insurance, annuities, disability income
and long-term care insurance, and company rankings. Current and prior publications can be downloaded and viewed
online.
Insurance Information Institute
Fact Book
http://www.iii.org/factbook/
Annual publication provides a variety of information for the life/health and property/casualty sectors, with
topics addressed in individual chapters including world markets, U.S. market, distribution channels, life/health
insurer financial data, property/casualty insurer financial data, property/casualty by product line, retirement
products, loss experiences, and factors affecting costs. Detailed table of contents can be viewed free online.
GIA Research
Insurance Research Portal
https://www.strategyr.com/
Comprehensive reports provide in-depth analysis of various segments of the industry in the U.S. and other countries,
with product segments analyzed separately in individual reports including life, pension, health, and disability;
non-life/P&C; automotive/vehicle; homeowner; workers' compensation; medical malpractice; and more. Summary description
of the reports and detailed table of contents are available online or by request.
Industry Financial Ratios
Insurance Carriers
https://www.bizminer.com
Search for "5241" to see reports for specific product lines
Five-year financial statement analysis includes income statements, balance sheets, and key financial ratios,
with data available by sales size range on a national, state, and metro area level.
- Income and expense detail in dollars and percentages
- Balance sheet detail in dollars and percentages
- Sources and uses of funds cash flow analysis
- Profitability and return on investment ratios
- Liquidity and working capital ratios
- Asset turnover and efficiency ratios
- Capital structure and debt service ratios
A.M. Best
Best's Aggregates & Averages - Life/Health / Property/Casualty
http://www.ambest.com/sales/aggavglh /
aggavgpc
Annual publications provide current and historical financial statistics for the life/health and property/casualty
insurance industries on an aggregate basis, with financial data provided for each of these industries including
income statements, balance sheets, and key financial and operating performance measures. Publications are available
in print or online versions, with the latter version accessible online as Microsoft Excel spreadsheets.
NAMIC
Property & Casualty Insurance Compensation Survey
https://www.namic.org/
Annual salary survey provides compensation data for executive, salaried, and hourly personnel employed by property
and casualty carriers, with data provided for each job position (including current and prior year base salaries,
target and actual annual cash incentives, total cash received, long-term/deferred awards, and total overall
compensation) broken out by firm type (mutual vs. non-mutual), company size, and geographic region.
ERI Economic Research Institute
Insurance Salary Surveys
https://www.erieri.com/
Annual salary surveys provide compensation data for executive, salaried, and hourly personnel by product line
(e.g., all product lines combined; life and annuity; health, medical, dental, and disability; and property and
casualty), with survey results for each report available on a national and regional level. Complete listing
of all job positions included in each survey and sample pages for selected job positions are available free
online.
