27TH ANNUAL INTERNATIONAL DIRECTORY OF AGENTS AND BROKERS: E-F

E
James Econn & Co.
445 S. Figueroa St., 36th Floor, Los Angeles, Calif. 90071; 213-629-3131; fax: 213-629-4440
1997 1996
Premium volume $44,744,998 $44,933,846
Gross revenues $5,732,839 $5,611,844
Brokerage rev. $5,540,470 $5,429,769
U.S. clients 100% 100%
Brokerage: Retail 94% 93%
U.S. offices $5,388,869 $5,219,015
Personal 3% 4%
Invstmt. income 3% 3%
Employees 32 35
Retail offices 2 2
Founded: 1919.
Retail brokerage: 95% commissions, 5% fees.
Employee benefits: 3% of revenues in 1997.
Retail brokerage offices: Seattle.
Officers: James Econn, chairman/CEO; Gregory W. Econn, president; B.F. Grier, executive vp/COO; Donna McClain, corporate secretary.
Contact: B.F. Grier.
Employee Benefit Specialists Inc.
9351 Grant St., Suite 300, P.O. Box 29999, Denver, Colo. 80229; 303-280-1215; fax: 303-280-1821
1997* 1996*
Premium volume $44,660,000 $41,000,000
Gross revenues $2,233,003 $2,056,736
Brokerage rev. $2,210,673 $2,036,169
U.S. clients 100% 100%
Brokerage: Retail 69% 66%
U.S. offices $1,540,772 $1,357,446
Reinsurance 19% 21%
Services 11% 12%
Other 1% 1%
Employees 23 20
Retail offices 1 1
* Fiscal years ending 3/31/98 and 3/31/97.
Founded: 1976.
Retail brokerage: 77% commissions, 23% fees.
Employee benefits: 100% of revenues in 1997.
Licensed excess/surplus broker in: Colorado.
Officers: Alan M. Curtis, president; Lynn M. Dobbs, senior vp.
Contact: Alan M. Curtis.
F
Falkins Insurance Group Ltd.
911 Baker St., Cranbrook, British Columbia V1C 1A4, Canada; 250-426-2205; fax: 250-426-7499
1997* 1996*
Premium volume $17,544,000** $14,700,000**
Gross revenues $1,973,700** $1,653,750**
Brokerage rev. $1,973,700** $1,653,750**
Non-U.S. clients 100% 100%
Brokerage: Retail 55% 57.5%
Non-U.S. offices $1,085,535** $951,825**
Personal 45% 42.5%
Employees 34 28
Retail offices 9 7
* Fiscal years ending 7/31/97 and 7/31/96.
** Converted at applicable exchange rates.
Founded: 1897.
Retail brokerage: 100% commissions.
Retail brokerage offices: Cranbrook, Elkford, Fernie, Fruitvale, Invermere, Kimberley, Salmo and Sparwood, British Columbia.
Officers: Simon Murphy, president; Sandra Westover, secretary/treasurer; Bob McGill, vp.
Contact: Simon Murphy.
Fickling & Clement Insurance
105 Arlington Blvd., P.O. Box 1626, Greenville, N.C. 27835; 252-756-8300; fax: 252-756-9092
http: www.greenvilleinsurance.com
1997 1996
Premium volume $6,436,371 $6,822,903
Gross revenues $1,002,188 $1,109,098
Brokerage rev. $877,917 $939,517
U.S. clients 100% 100%
Brokerage: Retail 69.9% 67.7%
U.S. offices $700,529 $750,859
Personal 17.7% 17.01%
Invstmt. income 12.4% 11.89%
Other NA 3.4%
Employees 14 14
Retail offices 1 1
Founded: 1979.
Retail brokerage: 99% commissions, 1% fees.
Employee benefits: 6% of revenues in 1997.
Licensed excess/surplus broker in: North Carolina.
Officers: W. Kurt Fickling, president; James E. Clement Jr., executive vp; Sherry B. Edwards, vp; Barbara D. Matthews, secretary.
Contact: Barbara D. Matthews.
First Chicago NBD Insurance Services
1 First National Plaza, Chicago, Ill. 60670; 312-732-4000; fax: 312-732-1775
http: www.fcnbd.com
1997 1996
Premium volume $410,000,000 $395,000,000
Gross revenues $80,031,653 $78,165,000
Brokerage rev. $77,630,703 $75,820,050
U.S. clients 100% 100%
Brokerage: Retail 8% 10.38%
U.S. offices $6,402,532 $8,113,527
Personal 86% 81.62%
Services 3% 5%
Invstmt. income 3% 3%
Employees 209 178
Retail offices 5 5
Founded: 1910.
Parent: First Chicago NBD Bank.
Retail brokerage: 99% commissions, 1% fees.
Employee benefits: 3% of revenues in 1997.
Retail brokerage offices: First Card Insurance, Chicago; First Chicago Insurance Services, Northfield, Ill.; NBD Insurance Co., Phoenix; NBD Insurance Agency, Troy, Mich.; NBD Insurance Services: Carmel, Elkhart and Jeffersonville, Ind.; Birmingham, Mich.
Licensed excess/surplus broker in: Illinios, Indiana, Michigan.
Officers: Scott Bates, senior vp; Kathy Wilcox, Ron Braun, Bill Brunett, Cathy Balentine, Jim Stringfellow, first vps.
Contact: Trisha Bark, communications officer, 312-732-4024.
J.P. Flanagan Corp.
150 N. Wacker Drive, Suite 700, Chicago, Ill. 60606; 312-236-4500; fax: 312-236-4525
http: www.jpflanagan.com
1997 1996
Premium volume $29,000,000 $20,000,000
Gross revenues $3,000,000 $2,100,000
Brokerage rev. $2,970,000 $2,079,000
U.S. clients 100% 100%
Brokerage: Retail 95% 96%
U.S. offices $2,850,000 $2,016,000
Wholesale 3% 3%
Personal 1% NA
Invstmt. income 1% 1%
Employees 25 19
Retail offices 3 2
Founded: 1992.
Retail brokerage: 98% commissions, 2% fees.
Employee benefits: 9% of revenues in 1997.
Retail brokerage offices: Denver, Chicago, Cleveland, Philadelphia.
Licensed excess/surplus broker in: Colorado, Illinois, Ohio.
Contact: Joseph P. Flanagan.
Forbes Group Ltd.
P.O. Box 61689, Marshalltown 2107, South Africa; 27/11/378-4225 or 27/11/269-1283; fax: 27/11/378-4222
http: www.forbesgroup.co.za
Founded: 1935.
Officers: Graeme Kerrigan, CEO; Paul Heinamann, deputy chairman; Leon Lewis, managing director-Alexander Forbes; John Percy-Davis, managing director-Nelson Hurst Ltd.; Seamus Casserly, managing director-Price Forbes; Quintin Heaney, group finance director.
Contact: Insurance brokerage, Africa: Seamus Casserly, 27/11/378-3431; insurance brokerage, UK/international: John Percy-Davis, 44-171-962-2155.
See profile on page 42.
See geographical listing on page 60.
Forrest Sherer Inc.
24 N. Sixth St., P.O. Box 900, Terre Haute, Ind. 47808; 812-232-0441; fax: 812-232-1783
1997 1996
Premium volume $45,221,260 $43,567,400
Gross revenues $5,251,605 $5,009,500
Brokerage rev. $4,980,097 $4,938,867
U.S. clients 100% 100%
Brokerage: Retail 81.71% 86%
U.S. offices $4,291,086 $4,308,170
Wholesale 3% 2.9%
Personal 9.54% 9.17%
Services 0.58% 0.52%
Invstmt. income 4.97% 1.21%
Other 0.2% 0.2%
Employees 61 60
Retail offices 2 2
Founded: 1920.
Retail brokerage: 98% commissions, 2% fees.
Employee benefits: 14.22% of revenues in 1997.
Acquisitions: Bowsher Agency, Terre Haute, Ind., March 1997.
Retail brokerage offices: German American/Forrest Sherer Agency, Jasper, Ind.
Licensed excess/surplus broker in: Indiana.
Officers: John W. Dinkel, president/treasurer; John S. Lukens, executive vp; Dennis S. Michael, vp/secretary; John B. Douglas, Jerome R. Mueller, Robert F. Prox III, vps.
Contact: John W. Dinkel.
Frenkel & Co. Inc.
2 World Trade Center, 36th Floor, New York, N.Y. 10048; 212-488-0200; fax: 212-488-1800
http: www.frenkel.com
1997 1996
Premium volume $321,100,000 $347,100,000
Gross revenues $35,100,000 $36,500,000
Brokerage rev. $33,345,000 $34,675,000
U.S. clients 99% 97%
Non-U.S. clients 1% 3%
Brokerage: Retail 86% 86%
U.S. offices $30,186,000 $31,390,000
Wholesale 1% NA
Reinsurance NA 1%
Personal 7% 7%
Services 1% 1%
Invstmt. income 5% 5%
Employees 245 248
Retail offices 4 4
Founded: 1878.
Retail brokerage: 90% commissions, 10% fees.
Employee benefits: 8% of revenues in 1997.
Acquisitions: Franco & Son Inc., New York, February 1998; Oppenheim Insurance Agency, Los Angeles, December 1997.
Retail brokerage offices: Bay Shore, N.Y.; Frenkel of California Inc., Burbank, Calif.; Frenkel of New Jersey Inc., Franklin Township, N.J.
Licensed excess/surplus broker in: California, New Jersey, New York.
Officers: Robert E. Shunk, president/CEO; John F. Kelly, executive vp; Raymond F. Courtien, Gerald I. Benson, executive vps.; Michael H. Feinstein, senior vp.
Contact: Robert E. Shunk.
Fringe Benefits Management Co.
1720 S. Gradsden St., Tallahassee, Fla. 32301; 850-425-6200; fax: 850-425-6220
http: www.supernet.netTILDA HEREFBMC
1997 1996
Premium volume $190,000,000 $210,000,000
Gross revenues $13,990,149 $12,748,854
Brokerage rev. $13,990,149 $12,748,854
U.S. clients 100% 100%
Brokerage: Retail 53.75% 42.75%
U.S. offices $7,519,676 $5,450,763
Services 46.25% 57.25%
Employees 5 5
Founded: 1976.
Retail brokerage: 100% commissions.
Employee benefits: 100% of revenues in 1997.
Non-retail brokerage subsidiaries: Vista Management Co., Tallahassee, Fla.
Officers: Michael Sheridan, chairman; Lorraine Ritch, president; Agnes McMurray, senior vp; William Bischoff, vp/general counsel; Debra Tougas, vp/comptroller.
Contact: Harry McCall, broker and alliance relations, 800-872-0345.