Three New Western Region Partners Join APPEX

February 14, 2005

APPEX (Agency Peak Performance EXchange) welcomed three new Western region partners to their membership.

Al Purmort, Sr. founded the Al Purmort Insurance Agency in September of 1985 after leaving the Purmort and Martin Agency, which he started from scratch with his father in 1958. Al Purmort, Jr. joined the Al Purmort Insurance Agency in 1993 to carry on the Purmort family’s rich tradition in the insurance industry.

Established in 1983, San Joaquin Valley Insurance Associates Inc. services the business and residential communities of California and holds non-resident licenses in several other states. The agency provides insurance for Houses of Worship and private schools, as well as specialty products to a variety of industries including non-profit social service organizations.

Sawyer Cook Insurance was founded in 1924 Redlands, California. Developing and maintaining strong client relationships has always been a priority for Sawyer Cook. The company maintains its leadership role by handling local, regional and national commercial insurance accounts, and by offering a variety of financial and insurance services that truly fit the needs and concerns of their customers’ varied lifestyles.

Currently, APPEX is comprised of 96 high-quality independent insurance agencies from 35 states across the country. Representing about $5.6 billion in insurance premiums, APPEX Partners are working together to enhance the value of their businesses as measured by the personal income of agency owners, the value of the owner’s agency and the owner’s return on equity. To qualify for APPEX membership, candidates must meet specific size and quality criteria. Agencies must also demonstrate creative and effective business practices, the willingness to share with peers and a strong desire to grow and improve.

Marsh, Berry & Company Inc. is a management consulting firm for the financial services industry and the preeminent provider of consulting services for insurance agency owners and brokers. In addition to traditional consulting services, MarshBerry formed the APPEX organization to help independent insurance agencies and bank-owned insurance agencies reach their fullest business potential.

For more information about MarshBerry’s services, please visit www.marshberry.com or call (800) 426-2774.

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