27TH ANNUAL INTERNATIONAL DIRECTORY OF AGENTS AND BROKERS: A

A
ABN AMRO
Verzekeringen
Prins Bernhardstraat 1, Zwolle, Holland; 31/38/499-2106; fax: 31/38/499-2084
1997 1996
Premium volume $970,000,000* $940,800,000*
Gross revenues $165,988,641* $169,067,052*
Brokerage rev. $163,565,207* $166,700,113*
Non-U.S. clients 100% 100%
Brokerage: Retail 32.06% 36.46%
Non-U.S. offices $53,215,959* $61,641,847*
Wholesale 7.41% 9.06%
Personal lines 59.07% 53.08%
Invstmt. income 1.46% 1.40%
Employees 1,249 1,160
Retail offices 11 33
* Converted at applicable exchange rates.
Retail brokerage: 100% commissions.
Officers: C.H. Sipsma, J.F. Haverkort, L. van Herk.
Contact: J.F. Haverkort.
AIA Inc. dba Alliance Insurance Agency
21515 Van Owen St., Suite 103, Canoga Park, Calif. 91356; 818-999-6014; fax: 818-999-1688, http: www.ins-solver.com
1997 1996
Premium volume $25,000,000 $28,000,000
Gross revenues $2,900,000 $3,300,000
Brokerage rev. $2,900,000 $3,300,000
U.S. clients 100% 100%
Brokerage: Retail 100% 100%
U.S. offices $2,900,000 $3,300,000
Employees 29 30
Retail offices 1 1
Founded: 1985.
Retail brokerage: 95% commissions, 5% fees.
Contact: William A. White, president.
Acordia Inc.
111 Monument Circle, Suite 3200, Indianapolis, Ind. 46204; 317-488-2500; fax: 317-488-2512
Founded: 1989.
Officers: Frank Witthun, president/CEO; Bob Nevins, executive vp/COO; John C. Crane, CFO; Charles Ruoff, senior vp/chief marketing officer; John J. O'Connor, vp/chief human resource officer.
Contact: Frank Witthun.
See profile on page 38.
See geographical listing on page 60.
AirSure Ltd.
25548 Genesee Trail Road, Golden, Colo. 80401; 303-526-5300; fax: 303-526-5303
1997 1996
Premium volume $37,939,868 $31,813,448
Gross revenues $4,757,096 $3,846,731
Brokerage rev. $4,426,728 $3,670,713
U.S. clients 93% 95%
Non-U.S. clients 7% 5%
Brokerage: Retail 85% 86%
U.S. offices $4,043,532 $3,308,189
Wholesale 4% 5%
Personal 3% 3%
Services 1% 1%
Invstmt. income 7% 5%
Employees 20 17
Retail offices 3 3
Founded: 1984.
Parent: AirSure Ltd. Holdings Inc.
Retail brokerage: 97% commissions, 3% fees.
Retail brokerage offices: Boise, Idaho; Philadelphia.
Licensed excess/surplus broker in: Colorado, Idaho, Pennsylvania.
Officers: Bill Behan, president; Anne Salemmo, senior vp; Trish Courtney, CFO; Todd Guelich, vp-sales; Bill Tabbert, general manager.
Contact: Bill Behan.
Alburger Basso de Grosz Insurance Services Inc.
301 Island Parkway, Belmont, Calif. 94002; 650-598-0900; fax: 650-508-4263, http: www.abdi.com
1997* 1996*
Premium volume $600,000,000 $560,000,000
Gross revenues $48,043,000 $44,000,000
Brokerage rev. $46,601,710 $42,768,000
U.S. clients 100% 100%
Brokerage: Retail 89% 84.9%
U.S. offices $42,758,270 $37,350,000
Personal 4.7% 5.1%
Services 3.3% 7.2%
Invstmt. income 3.0% 2.8%
Employees 364 335
Retail offices 5 6
* Fiscal years ending 1/31/98 and 1/31/97.
Founded: 1946.
Employee benefits: 24.1% of revenues in 1997.
Acquisitions: Alexander & Alexander, Stockton, Calif., January 1997; Minet, Palo Alto, Calif., June 1997.
Retail brokerage offices: Capitola, Orange, Petaluma and Sacramento, Calif.
Licensed excess/surplus broker in: California.
Officers: Frederick J. de Grosz, president/CEO; Bruce Basso, chairman; Samuel Jones, George Jaynes, Andrew Sterngold, James Mizell, executive vps.
Contact: Frederick J. de Grosz.
Allied American Insurance Agency Inc.
233 W. Central St., Natick, Mass. 01760; 508-651-7700; fax: 508-647-3242
1997 1996
Premium volume $92,000,000 $102,000,000
Gross revenues $13,778,000 $13,437,686
Brokerage rev. $13,709,110 $13,370,498
U.S. clients 100% 100%
Brokerage: Retail 27.8% 28%
U.S. offices $3,830,284 $3,762,552
Personal lines 71.7% 71.5%
Invstmt. income 0.5% 0.5%
Employees 187 195
Retail offices 23 23
Founded: 1993.
Retail brokerage: 100% commissions.
Employee benefits: 1.5% of revenues in 1997.
Retail brokerage offices: 23 locations in Massachusetts and Vermont.
Licensed excess/surplus broker in: Massachusetts.
Officers: Hope A. Aldrich, president/CEO; Mark Levine, John F. Koegel, senior vps; Mark S. Molloy, vp.
Contact: John F. Koegel.
Allied Coverage Corp.
390 N. Broadway, Jericho, N.Y. 11753; 516-733-9200; fax: 516-681-7460
http: www.alliedcompanies.com
1997* 1996*
Premium volume $150,000,000 $140,000,000
Gross revenues $16,850,000 $14,790,000
Brokerage rev. $16,500,000 $14,500,000
U.S. clients 100% 100%
Brokerage: Retail 91% 91%
U.S. offices $15,015,000 $13,195,000
Wholesale 6% 5%
Personal 1% 2%
Invstmt. income 2% 2%
Employees 130 115
Retail offices 7 5
* Fiscal years ending 11/30/97 and 11/30/96.
Founded: 1979.
Retail brokerage: 87% commissions, 13% fees.
Employee benefits: 1% of revenues in 1997.
Retail brokerage offices: Allied Brokerage Services Group Inc., Cranford, N.J.; Allied Coverage Corp. (CIC), Tarrytown, N.Y.; Allied Coverage Corp. (UTCA), Lakewood, N.J.; Allied Coverage Corp. of Georgia, Atlanta; Allied Coverage Corp. of Texas, Dallas; Project Technologies International L.L.C., Atlanta.
Non-retail brokerage subsidiaries: Atlantic Star Intermediaries Inc., Jericho, N.Y.
Officers: William A. Marino, CEO-The Allied Group; Henry C. Lombardi, president-The Allied Group; Anthony J. Auliano, CFO-The Allied Group; David H. Stevenson, executive vp-Allied Coverage Corp.; Nicholas E. Castellano, president-Allied Brokerage Services Group Inc.; David Marino, executive vp-Atlantic Star Intermediaries Inc.; Edward McCormick, president-Project Technologies International L.L.C.; Parker Hix, president-Allied Coverage Corp. of Georgia; Steve Davies, president-Allied Coverage Corp. of Texas.
Contact: Henry C. Lombardi.
Alper Services Inc.
60 W. Superior St., Chicago, Ill. 60610; 312-642-1000; fax: 312-944-7000
1997 1996
Premium volume $32,000,000 $31,000,000
Gross revenues $5,000,000 $4,900,000
Brokerage rev. $4,800,000 $4,704,000
U.S. clients 99% 99%
Non-U.S. clients 1% 1%
Brokerage: Retail 76% 76%
U.S. offices $3,800,000 $3,725,000
Personal 5% 5%
Services 15% 15%
Invstmt. income 3% 3%
Other 1% 1%
Employees 49 49
Retail offices 1 1
Founded: 1966.
Retail brokerage: 95% commissions, 5% fees.
Employee benefits: 6% of revenues in 1997.
Licensed excess/surplus broker in: Illinois.
Officers: Howard C. Alper, president/CEO; Craig A. Kanter, executive vp/COO; John A. Hamilton, executive vp-sales; Herbert M. Singer, Russell M. Cortino, executive vps.
Contact: Howard C. Alper.
American Phoenix Corp.
10 State House Square, Hartford, Conn. 06103; 860-247-1811; fax: 860-278-8620
http: www.americanphoenix.com
1997 1996
Premium volume $645,127,000 $602,185,000
Gross revenues $70,964,000 $66,240,437
Brokerage rev. $70,964,000 $65,578,033
U.S. clients 97.5% 98%
Non-U.S. clients 2.5% 2%
Brokerage: Retail 81% 80%
U.S. offices $57,480,840 $52,992,350
Wholesale 1% 1%
Reinsurance 3% 3%
Personal 15% 15%
Invstmt. income NA 1%
Employees 620 602
Retail offices 16 17
Founded: 1981.
Parent: Phoenix Home Life Mutual Insurance Co.
Retail brokerage: 96% commissions, 4% fees.
Employee benefits: 10% of revenues in 1997.
Acquisitions: McCay Corp., Bordentown, N.J., September 1997.
Retail brokerage offices: Hartford, Conn.; Gainesville, Miami, Orlando, St. Petersburg and Sarasota, Fla.; Atlanta; Baltimore, Md.; Lowell, Mass.; Bordentown and Fairfield, N.J.; Jamestown and New York, N.Y.; Chambersburg and Philadelphia, Pa.; London; Howard Hall Agency, Gainesville, Fla.; McCay Corp., Bordentown, N.J.
Non-retail brokerage subsidiaries: American Phoenix Managing Agency Group, Hartford, Conn.; Premium Funding Assn., Hartford, Conn.; Lees Preston Fairy Ltd., London.
Licensed excess/surplus broker in: Connecticut, Florida, Pennsylvania.
Officers: Martin L. Vaughan III, president; Paul J. Zimmerman, executive vp-operations; Karl E. Manke, vp-sales/marketing; David R. Pellerin, vp-finance.
Contact: Martin L. (Mell) Vaughan.
Anchor Pacific Underwriters Inc.
1800 Sutter St., Suite 400, Concord, Calif. 94520; 925-682-7707; fax: 925-356-2400 or 925-677-3210
1997 1996
Premium volume $190,000,000 $113,000,000
Gross revenues $16,100,000 $9,922,000
Brokerage rev. $15,617,000 $9,624,340
U.S. clients 100% 100%
Brokerage: Retail 18% 30%
U.S. offices $2,898,000 $2,977,000
Personal 4% 6%
Services 75% 61%
Invstmt. income 3% 3%
Employees 248 115
Retail offices 5 3
Founded: 1986.
Retail brokerage: 95% commissions, 5% fees.
Employee benefits: 75% of revenues in 1997.
Acquisitions: Pacific Heritage Administrators, Portland, Ore., December 1997.
Retail brokerage offices: Putnam, Knudsen & Wieking Inc., Concord, Calif.
Non-retail brokerage subsidiaries: Harden & Co. of Arizona, Scottsdale, Ariz.; Harden & Co. of California, Concord, Calif.; Pacific Heritage Administrators of Nevada, Las Vegas; Pacific Heritage Administrators of Oregon, Portland, Ore.
Officers: James R. Dunathan, president/CEO; Earl Wiklund, CEO-TPA division; Carol Haynosch, senior vp; Lynn Boyd, president-California operations; Thomas Hedford, president-Oregon operations; Robert Rath, president-Arizona operations; Chris Behrens, COO-P&C operations.
Contact: James R. Dunathan.
Anco Insurance Managers Inc.
1733 Briarcrest Drive, Bryan, Texas 77802; 409-776-2626; fax: 409-776-1308
http: www.anco.com
1997 1996
Premium volume $96,904,393 $76,023,426
Gross revenues $11,842,165 $12,014,284
Brokerage rev. $11,250,057 $11,173,284
U.S. clients 100% 100%
Brokerage: Retail 52% 46%
U.S. offices $6,157,926 $5,526,572
Wholesale 6% 7%
Personal 36% 35%
Services 1% 5%
Invstmt. income 2% 4%
Other 3% 3%
Employees 145 148
Retail offices 11 11
Founded: 1873.
Retail brokerage: 100% commissions.
Employee benefits: 2% of revenues in 1997.
Retail brokerage offices: Anco Alliance, Fort Worth and Grand Prairie, Texas; Anco Insurance Capitol City, Austin, Texas; Anco DFW, Dallas; Anco Jernigan-Dabney, Livingston, Texas; Anco Metroplex, Arlington, Texas; Anco Pioneer Mart, Mart, Texas; Anco Insurance of The Woodlands, The Woodlands, Texas; Anco U.S. Producers Group, Lubbock, Texas; Anco Wessendorff, Richmond, Texas.
Non-retail brokerage subsidiaries: AIM Premium Finance Inc.
Licensed excess/surplus broker in: Texas.
Officers: M.L. Cashion, chairman emeritus; Norman Kiecke, president; Dick Haddox, chairman; Adrian McDonald, senior vp; Joyce Pankonien, senior vp/CFO.
Contact: Joyce Pankonien.
Andreini & Co.
220 W. 20th Ave., San Mateo, Calif. 94403, 650-573-1111; fax: 650-378-4361
1997 1996
Gross revenues $21,076,000 $20,767,000
Brokerage rev. $20,654,480 $20,351,660
U.S. clients 100% 100%
Brokerage: Retail 96% 96%
U.S. offices $20,232,960 $19,936,320
Personal 2% 2%
Invstmt. income 2% 2%
Employees 157 160
Retail offices 9 9
Founded: 1951.
Retail brokerage: 98% commissions, 2% fees.
Employee benefits: 20% of revenues in 1997.
Retail brokerage offices: Scottsdale, Ariz; Irvine, Modesto, Oxnard, Salinas, San Mateo, Santa Monica, Stockton and Visalia, Calif.
Officers: John A. Andreini, chairman; Michael J. Colzani, CEO; Daniel L. Centoni, COO; David Hoskins, senior vp.
Contact: John A. Andreini.
Aon Corp.
123 N. Wacker Drive, Chicago, Ill. 60606; 312-701-3000; fax: 312-845-1294
http: www.aon.com
Officers: Patrick G. Ryan, chairman/president/CEO-Aon Corp.; Harvey N. Medvin, executive vp/CFO/treasurer; Raymond I. Skilling, executive vp/chief counsel; Charles H. Chapman, executive vp-business systems solutions; Michael D. O'Halleran, president-Aon Group Inc.; Daniel T. Cox, chairman-Aon Consulting Worldwide Inc.; Ronald A. Iles, chairman-Aon Re Worldwide Inc.; Dennis L. Mahoney, chairman-Aon Group Ltd.; Michael D. Rice, chairman-Aon Services Group Inc.; Dirk P.M. Verbeek, chairman-Aon Risk Services Cos. Inc.
Contact: Joan E. Steel, 312-701-3016.
See profile on page 24.
See geographical listing on page 60.
Associated Agencies Inc.
1701 Golf Road, 3 Continental Towers, Suite 700, Rolling Meadows, Ill. 60008; 847-427-8400; fax: 847-427-3559
1997 1996
Premium volume $125,000,000 $124,000,000
Gross revenues $14,650,000 $14,700,000
Brokerage rev. $14,210,500 $14,700,000
U.S. clients 100% 100%
Brokerage: Retail 64% 65%
U.S. offices $9,376,000 $9,555,000
Personal 24% 25%
Services 9% 10%
Invstmt. income 3% NA
Employees 90 92
Retail offices 3 3
Founded: 1889.
Retail brokerage: 90% commissions, 10% fees.
Employee benefits: 44% of revenues in 1997.
Retail brokerage offices: Chicago and Downers Grove, Ill.
Officers: Robert M. Schrayer, president; Max R. Schrayer II, Karen Z. Vacko, Arthur B. Friedman, executive vps.; Thomas J. Schaffler, senior vp.
Contact: Robert M. Schrayer, 847-427-3500.
Associated Insurance Group
150 Weldon Parkway, St. Louis, Mo. 63043; 800-737-0100; fax: 314-432-3100
1997 1996
Premium volume $32,000,000 $21,000,000
Gross revenues $2,700,000 $1,800,000
Brokerage rev. $2,673,000 $1,800,000
U.S. clients 100% 100%
Brokerage: Retail 84% 80%
U.S. offices $2,700,000 $1,440,000
Personal 10% 20%
Services 5% NA
Invstmt. income 1% NA
Employees 39 32
Retail offices 3 3
Founded: 1958.
Retail brokerage: 98% commissions, 2% fees.
Employee benefits: 5% of revenues in 1997.
Retail brokerage offices: Associated Insurance Group/ISC, Granite City, Ill.; Associated Insurance Group, Crystal City, Mo.
Licensed excess/surplus broker in: Missouri.
Officers: George S. Wherry, president; Gregory G. Wherry, vp.
Contact: Gregory G. Wherry.
Aviation Insurance Services
333 N. Rancho Drive, Suite 400, Las Vegas, Calif. 89106; 702-647-2333; fax: 702-647-5433
1997* 1996*
Premium volume $45,000,000 $42,000,000
Gross revenues $4,075,000 $4,025,000
Brokerage rev. $4,075,000 $4,025,000
U.S. clients 83% 90%
Non-U.S. clients 17% 10%
Brokerage: Retail 91.7% 89.6%
U.S. offices $3,736,775 $3,606,400
Wholesale 1% 1%
Reinsurance 7% 9%
Services 0.3% 0.4%
Employees 25 20
Retail offices 3 3
* Fiscal years ending 6/30/97 and 6/30/96.
Founded: 1977.
Parent: Aviation Insurance Holdings Inc.
Retail brokerage: 90% commissions, 10% fees.
Retail brokerage offices: Miami; Las Vegas; Salt Lake City.
Licensed excess/surplus broker in: Florida, Nevada, Utah.
Officers: Ronald A. Hill, chairman/CEO; Richard R. Gorsuch, vice chairman; Leslie C. De Wald, president-Utah; William F. Willer, president-Florida; Teresa K. Heckart, vp-finance/CFO.
Contact: Richard R. Gorsuch.