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27TH ANNUAL INTERNATIONAL DIRECTORY OF AGENTS AND BROKERS: T

Reprints

T
Talbot Financial Corp.
7770 Jefferson N.E., Suite 200, Albuquerque, N.M. 87109; 505-828-4000; fax: 505-828-0732
1997 1996
Premium volume $1,357,000,000 $1,200,000,000
Gross revenues $49,700,000 $38,458,000
Brokerage rev. $49,153,300 $37,919,588
U.S. clients 100% 100%
Brokerage: Retail 57.1% 42%
U.S. offices $28,378,700 $16,152,360
Wholesale 30.7% 41.6%
Personal 11.1% 14%
Services NA 1%
Invstmt. income 1.1% 1.4%
Other 30.7% 41.6%
Employees 461 407
Retail offices 27 18
Founded: 1957.
Parent: SAFECO Corp.
Retail brokerage: 98% commissions, 2% fees.
Employee benefits: 14.9% of revenues in 1997.
Acquisitions: BHJ Inc., Wyoming, February 1997; Bishop Insurance, Whitefish, Mont., January 1998; Boulder Insurance Associates, Boulder, Colo., January 1998; EBC Inc., Las Vegas, June 1997; MedComp Inc., Las Vegas, June 1997; John Stuart & Co., Las Vegas, June 1997.
Non-retail brokerage subsidiaries: EBC Inc., Las Vegas; NFC Consulting Group, Chicago; PNMR Securities Inc., Seattle.
Officers: David E. Weymouth, president/CEO; Matthew J. Chavez, vp/CFO-Talbot Financial Corp.; Robert I. Machacek, president-Talbot Agency Inc.; Thomas F. Streitt, president/CEO-Talbot Financial Services; Kirk C. Crist, president-Talbot of California Inc.
Contact: Matthew J. Chavez.
Tanenbaum-Harber Co. Inc.
320 W. 57th St., New York, N.Y. 10019; 212-603-0204; fax: 212-603-0397
1997 1996
Premium volume $215,000,000 $210,600,000
Gross revenues $21,600,000 $21,500,000
Brokerage rev. $21,168,000 $21,070,000
U.S. clients 99% 99%
Non-U.S. clients 1% 1%
Brokerage: Retail 83% 83%
U.S. offices $16,750,000 $17,545,000
Non-U.S. offices $250,000 $300,000
Wholesale 5% 5%
Reinsurance 2% 2%
Personal 4% 4%
Services 4% 4%
Invstmt. income 2% 2%
Employees 180 184
Retail offices 5 6
Founded: 1860.
Retail brokerage: 90% commissions, 10% fees.
Employee benefits: 14% of revenues in 1997.
Retail brokerage offices: San Diego; Miami; D.R. Reiff & Associates, New York; Ralph Giordano and Associates Inc., Monticello, N.Y.
Non-retail brokerage subsidiaries: Common Market Agency, New York, London; Tanenbaum-Harber Reinsurance Intermediaries, New York; Thesco Consulting Actuaries, New York.
Licensed excess/surplus broker in: New York.
Officers: Robert K. Harris, chairman; Walter L. Harris, president; Alan N. Rovin, executive vp; James V. Mannino, Robert V. Donovan, Ronald S. Hanstein, Robert J. Pulver, senior vps; Randa Globerman, treasurer; Fred Jove, president-Tanenbaum-Harber of Florida; Richard J. Fleder, president-Thesco Consulting Actuaries Inc.
Contact: Walter L. Harris or Robert K. Harris.
Thilman & Filippini
1 E. Wacker Drive, Suite 1800, Chicago, Ill. 60601; 312-527-9500; fax: 312-527-9509
http: www.tandf.com
1997 1996
Premium volume $70,000,000 $65,000,000
Gross revenues $7,646,000 $6,800,000
Brokerage rev. $7,531,310 $6,732,000
U.S. clients 93% 95%
Non-U.S. clients 7% 5%
Brokerage: Retail 84.5% 85%
U.S. offices $6,460,870 $5,780,000
Personal 4% 4%
Services 10% 10%
Invstmt. income 1.5% 1%
Employees 65 62
Retail offices 1 1
Founded: 1980.
Retail brokerage: 82% commissions, 18% fees.
Employee benefits: 20% of revenues in 1997.
Officers: E. Thomas Thilman, Thomas W. Filippini, Eric Mezmar, John Atkinson, Peter Kunz, partners.
Contact: E. Thomas Thilman.
Thoits Insurance Service Inc.
250 Cambridge Ave., Third Floor, Palo Alto, Calif. 94306-0190; 650-324-0606; fax: 650-853-3882
http: www2.iix.com/ca/thoits
1997* 1996*
Premium volume $62,000,000 $60,000,000
Gross revenues $5,600,000 $5,200,000
Brokerage rev. $5,488,000 $5,044,000
U.S. clients 100% 100%
Brokerage: Retail 88% 87%
U.S. offices $4,928,000 $4,524,000
Personal 8% 8%
Services 2% 2%
Invstmt. income 2% 3%
Employees 50 50
Retail offices 1 1
* Fiscal years ending 1/31/98 and 1/31/97.
Founded: 1891.
Retail brokerage: 94% commissions, 6% fees.
Employee benefits: 19% of revenues in 1997.
Licensed excess/surplus broker in: California.
Officers: Donald A. Way, chairman/CEO; Kenneth K. Peterson, executive vp/COO; George Descalso, executive vp.
Contact: Don Way, 650-617-0600.
Timberline Insurance Managers Inc.
1300 Mopac Expressway S., Fourth Floor, Austin, Texas 78746; 512-434-8464;
fax: 512-434-8647
1997 1996
Premium volume $290,000,000 $269,000,000
Gross revenues $30,542,817 $24,551,290
Brokerage rev. $29,657,075 $23,667,444
U.S. clients 100% 100%
Brokerage: Retail 41.9% 44.1%
U.S. offices $12,797,440 $10,827,119
Wholesale 15.6% 6.9%
Personal 39.6% 44.8%
Services NA 0.6%
Invstmt. income 1.3% 1.8%
Other 1.6% 1.8%
Employees 207 171
Retail offices 7 5
Founded: 1957.
Parent: Lumbermans Investment Corp.
Retail brokerage: 84.4% commissions, 15.6% fees.
Employee benefits: 0.1% of revenues in 1997.
Acquisitions: American E&S-Texas, Dallas, August 1997; Texas National Agency Inc., Austin, Houston and San Antonio, Texas, August 1997.
Retail brokerage offices: The Insurance MarketPlace/Criterion International Managers, Austin and Dallas, Texas; Timberline Insurance Services Inc., Arlington, Austin, El Paso, Houston and San Antonio, Texas.
Licensed excess/surplus broker in: Texas.
Officers: Hal Shults, president; Nick Grant, senior vp; M. Richard Warner, vp; J. Bradley Johnston, secretary; Nick Grant, treasurer.
Contact: Brian Elkouri.
Transportation Insurance Managers
11300 N. Central Expressway, Suite 510, Dallas, Texas 75243; 214-373-4566;
fax: 214-373-4572
1997* 1996*
Premium volume $12,000,000 $13,000,000
Gross revenues $1,073,929 $1,172,786
Brokerage rev. $1,008,419 $1,124,701
U.S. clients 100% 100%
Brokerage: Retail 87.2% 90.1%
U.S. offices $936,466 $1,056,680
Services 6.7% 5.8%
Invstmt. income 6.1% 4.1%
Employees 9 9
Retail offices 3 3
* Fiscal years ending 3/31/98 and 3/31/97.
Founded: 1983.
Retail brokerage: 100% commissions.
Employee benefits: 1% of revenues in 1997.
Retail brokerage offices: Ventura, Calif.; Houston.
Licensed excess/surplus broker in: Texas.
Officers: Dale Weatheread, president; Robert D. Hunt, vp/secretary; Jerry Gillikin, vp.
Contact: Bob Hunt.
The Tribus Cos.
65 Willowbrook Blvd., Fifth Floor, Wayne, N.J. 07470; 973-890-1818; fax: 973-890-7841
http: www.tribus.com
1997* 1996*
Premium volume $322,000,000 $252,000,000
Gross revenues $16,100,000 $12,600,000
Brokerage rev. $16,100,000 $12,600,000
U.S. clients 100% 100%
Brokerage: Retail 98% 99%
U.S. offices $15,778,000 $12,474,000
Reinsurance 1% NA
Personal 1% 1%
Employees 148 149
Retail offices 3 3
* Fiscal years ending 3/31/98 and 3/31/97.
Founded: 1967.
Retail brokerage: 90% commissions, 10% fees.
Employee benefits: 80% of revenues in 1997.
Acquisitions: Tribus Advantage Payroll, Wayne, N.J., November 1997.
Retail brokerage offices: Jamesburg and Lakewood, N.J.
Non-retail brokerage subsidiaries: Agency Resources Inc., Wayne, N.J.; MagnaMarketing Inc., Wayne, N.J.
Officers: Donald M. Tribus, CEO; Howard Maltzman, president; John Petillo, chairman; Jeff Schwarzwaelder, Robert Musto, William Bittner, senior vps.
Contact: Jack E. Appleman, director-communications.