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As a small child I would watch TV and there was a commercial by, I think Dunkin Doughnuts, where a portly man would get out of bed, shuffle out of his house, repeating “Time to make the doughnuts”. This memory is timely in that for our “new company”, it’s time to make the doughnuts.
In 1996, I began buying my father’s family owned insurance agency. I was 25, he was 55 and he simply walked in and retired. Since I had no idea what I was doing, I was successful in spite of myself and built a small but profitable agency over the next 15 years. In late 2010, I began working with another agency helping them with some sales training and it seemed like my skill set might fit their management team’s needs. We structured a deal and on September 16th of 2011, I traded in my shares of my company for shares in the new company”.
My role in the new company was that of producer, sales manager, and marketing manager. After 3 months of our new partnership, all decided it that this might have been the worst mistake in the business world since the release of NEW COKE. It did appear that one of the other owners and I operated in a very similar manner and thus it was decided that 2 of the owners of the “new company” would start another agency using the assets and books of business developed over the years by these two agency locations.
On August 18, 2012, our dream of our new agency was born when Someday is Today, LLC dba The Thompson Group started operations. In once sense, we’re going back to the future, with my agency’s name having been The Thompson Group. Our new Indianapolis office will be rebranded from their old name to The Thompson Group and our existing Parker City office clients will experience no change.
As we began thinking about starting our “new agency”, we became rather excited. No more are we tied to our old systems, procedures, or habits, everything is on the table, everything can be changed.
Our first steps have been to sign new contracts with our partners thus allowing our twelve million dollars of premium volume to flow into these new agency codes. We are working very hard to transition our data from an old AMS system and an old Applied Systems program into Applied’s new EPIC system. The functionality of this new system and the ability of our agency to use IPADS in the filed seem to be a great fit for our “technology platform agency”.
Moving to a Voice over IP phone system is another major item on our checklist. As of yesterday, the blue tooth phone sets were ordered and we should be live in 30 days thus giving us one phone system for both offices, the ability to record every phone call in and out of the office, and believe it or not, our telephony costs are being reduced about $5000.00 a year.
I’ll be taking this blog in a new direction give you not just insurance changes, updates, advice, but I’ll also be sharing with you weekly the successes and failures of our new company.
The last thing I’d like to share is about our name. Jenny Dils Durr, our CEO has stated for many years that people always are going to do something “someday”. In creating this company her main focus was that OUR Someday is Today. I’ve led my company for 15 years and am now looking forward to following what I think might just be one of the greatest CEO’s this industry has ever seen.
Let’s talk about how we can review your current insurance needs and see where there are gaps. Click HERE to schedule a free consultation call with us!
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