Roger Thomas' 26 years in the insurance industry began after earning a BBA in Management from the University of Texas/Pan American and an MBA from Southern Methodist University with a concentration in Finance and Investments.

First pursuing the life insurance business in Dallas, Roger transitioned into property and casualty in 1980 with the acquisition of an agency in Livingston, Texas, adding another agency a few years later.  The agency went on to earn many company awards and honors over the years until it was divested in 1996.

Roger has been a full-time consultant since 1988 as a principal of Thomas & Thomas Agency Consultants and Appraisers, Inc.  Thomas & Thomas provides diverse services to insurance agents and companies, as well as to others involved in the field of insurance.

In the legal arena, Thomas serves as Arbitrator for agents in disputes with solicitors, partners and others, and he often is hired by attorneys to assist in Case Evaluation, Strategy Development, Research and Damage Assessment.  Thomas also serves as an Expert on behalf of agents and insurance companies in litigation centering around:

Errors & Omissions Claims Coverage-related Claims

Contractual Issues Duties of Agent/Company

Agency Value Sales & Acquisitions

Although agents call Roger for consultations regarding all issues relating to agency operations, he specializes in the following areas:

Appraisal of Agencies Sales, Mergers, Acquisitions & Dissolutions

Employee & Solicitor Matters Agency Direction & Marketing Strategies

Perpetuation Planning Contract Review

Niche marketing provides special opportunities for agents, and Thomas' experience in developing a national niche market program can be beneficial to agents wishing to do the same.  On a local level, Thomas can work with the agent to establish joint ventures with banks and other partners.

Besides speaking engagements, Thomas writes articles for various insurance and non-insurance publications and is a Consultant associated with George Nordhaus' Insurance Marketing and Management Service (IMMS).

Thomas earned the Certified Insurance Counselor (CIC) professional designation in 1994 and served as the National President of the American Association of Insurance Management Consultants (AAIMCO) from 1996 through 1998.



 

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   2000, 2002, 2007  ©  Roger E. Thomas
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