An insurance agency is unquestionably unlike any other type of business. Bankers may require professional advice to evaluate and assess their options, and to enter the insurance marketplace—and then to ensure continuing success.

Thomas & Thomas Agency Consultants and Appraisers, Inc. is one of the United States' oldest consulting firms specializing exclusively in insurance-related matters. We have professionally served bankers, insurance agents, insurance companies, attorneys and others for over 30 years.

Thomas & Thomas can assist banks in the following ways—and more.

Oversee and Guide the Entire Process from Agency Setup to Customer Marketing

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Assess Your Options: Purchase an Agency?  Joint Venture?  Start from Scratch?

Establish an Action Plan

Find a Viable Agency to Purchase or For a Joint Venture

Assess the Agency for Its Strengths, Weaknesses and Compatibility With Your Bank's Goals

Appraise the Agency for Its Fair Market Value

Assess Errors and Omissions Exposure Based on Agency Operating Procedures

Assist with the Due Diligence Process

Assist in Structuring the Purchase or Joint Venture Transaction and Contract

Assist in Negotiating a Fair Deal for Your Bank in a Purchase or Joint Venture

Assist with Licensing of Your Bank and Its Employees

Recommend Physical Layout of Your Agency

Assist with Automation, Operations and Workflow Structuring

We can also consult with you and assist you in many other areas including:

Development of Your Individualized Marketing and Sales Strategy

Compensation Strategies for Your Employees and Solicitors

Assessment of Prospective Employees and Solicitors for Your Agency

Profiling of Prospective Agencies: Written In-Depth Report About Significant Aspects

Help in All Aspects of Sales, Mergers and Acquisitions

Litigation Support as an Expert  -or-  Dispute Resolution as an Arbitrator for:

Less Professionally Handled Transactions

Errors, Omissions and Liability Claims

Contractual and Employee Disputes