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Tompkins Insurance

Tompkins acquires Shepard, Maxwell & Hale Insurance

By Howard B. Owens

Press release:

Tompkins Financial Corporation has announced the acquisition of Shepard, Maxwell & Hale Insurance by Tompkins Insurance Agencies, Inc., an affiliate of the financial corporation. The acquisition was effective Jan. 1.

“We are happy to continue to grow our business in Batavia and serve our neighbors through this expansion,” said David S. Boyce, president and CEO of Tompkins Insurance. 

The change is a win-win for customers, Boyce said.

“In addition to continuing to receive personal attention from local insurance professionals who place a high value on customer service, customers will have 'one-stop shopping' access to the comprehensive array of financial solutions offered by our affiliation with Tompkins Bank of Castile and Tompkins Financial Advisors,” Boyce said.

According to Boyce, Daniel G. Hale and Stephen S. Maxwell, will remain with the agency. Most current employees will be retained in the merger and will continue to service accounts. The Batavia location of Shepard, Maxwell & Hale will close and move operations to the Tompkins Financial Center at 90 Main St. on or about Feb. 1. The Hamlin office will continue to operate at its current location for the time being.

Effective Feb. 1, clients of Shepard, Maxell & Hale may receive service at any of the 28 locations throughout New York and Pennsylvania, including the 16 locations in Western New York. 

Tompkins Insurance serves 30,000 personal insurance customers and 7,600 commercial insurance customers, making it the third largest commercial insurance firm in the Rochester area and the 82nd largest agency in the country. The acquisition will add the approximately 4,000 Shepard, Maxwell and Hale accounts to its customer base. 

Established in 1957, Shepard, Maxwell & Hale has a long history of serving western New York through its two offices in Batavia and Hamlin. The merger with Tompkins Insurance makes sense for customers, according to Hale.

“Along with continuing to receive top-notch service, our customers will see additional benefits like access to 24/7 claims service 365 days a year, and more price and product options offered through Tompkins’ relationship with 50+ leading insurance companies,“ Hale said. 

Tompkins Insurance Agencies, Inc., operates 16 offices in Western New York, six offices in Central New York and six offices in Southeast Pennsylvania. A part of Tompkins Financial Corporation, (trading as TMP on the NYSE - MKT), the agency is affiliated with Tompkins Bank of Castile, Tompkins Trust Company, Tompkins VIST Bank and Tompkins Financial Advisors. It is an independent insurance agency offering personal and business insurance and employee benefits services through more than 50 different companies. Further information is available at www.tompkinsins.com. 

Tompkins Insurance agencies ranked among nation's top 100 again

By Billie Owens

Press release:

Tompkins Insurance Agencies has been ranked as the 82nd largest independent property/casualty agency by Insurance Journal. This is Tompkins Insurance Agencies premier appearance on Insurance Journal’s list.

Agencies included on Insurance Journal’s top 100 list are ranked by total property/casualty agency revenue for 2014 and comprises only those agencies whose business is primarily retail, not wholesale. This year’s report was published in the Aug. 3 issue.

In July 2015, Tompkins Insurance Agencies was also named as one of the nation’s largest commercial brokers by Business Insurance.

Photos: Cutting masonry on Center Street

By Howard B. Owens

When workers from Tompkins Insurance move into their new second-floor offices at Main and Center, they will have Doug Rebmann to thank for the bit of extra sunlight spilling into their space.

Rebmann has been working this week cutting through masonry to create two new window openings as part of extensive renovations to the second floor.

Tompkins expects to move its customer service center to the location in mid-September.

Photo: Child car seat event sponsored by Tompkins Insurance

By Howard B. Owens

City Firefighter Mike Dorgan helps Reese Koukides, 3 1/2, into her new car seat at a child car seat safety inspection and installation event in the City Centre Parking lot this morning. The event was sponsored by Tompkins Insurance.

Tompkins acquiring building at Main and Center to expand customer service center

By Howard B. Owens

It seems hard to believe, but Tompkins Insurance has outgrown its space in the Bank of Castile building at 90 Main St., Batavia, according to Executive VP David Boyce.

Boyce confirmed this afternoon that Tompkins is in the process of acquiring the two-story commercial building at the corner of Main and Center streets with the intention of expanding its call center in that location.

"We have had great success in the bank building across the street, but I didn't think we would outgrow it in nine years," Boyce said. "I guess that was a little short-sighted on my part and Jim Fulmer's, but we've had great success hiring great people from the area."

The call center, Boyce said, is a "care center" in Tompkins vernacular. It's where customer service reps field incoming phone calls from the company's 36,000 private insurance clients.

Tompkins is acquiring the building from Ken Mistler, who owns as many as 10 Downtown properties. Its primary tenants are both on the first floor -- WBTA AM-1490 and Optique Optical.

Boyce said he would defer for the time being in sharing the purchase price but said the company will be making a significant investment in renovating the second floor of the structure.

The property at 113 Main St., is assessed at $325,000.

Boyce said the company is likely to apply to Genesee County Economic Development Center for a sales tax exemption on the building renovations and a PILOT on any increase in accessed value.

Tompkins in running to raise money for local United Way

By Howard B. Owens

Press release:

David Cecere, executive vice president for Tompkins Insurance Agencies, has been selected by Safeco Insurance as one of its 12 “community heroes” from across the country. Based on applications submitted by Safeco agents, Cecere’s selection to this group of heroes has earned his favorite local charity, the United Way of Genesee County, a $5,000 charitable donation from Safeco.

But that’s not all. … and you can help! In a nationwide contest to determine which local hero can get the most votes, two of these 12 will win even more for the charity of their choice. When the voting is over on Dec. 15, the hero with the most votes will receive an additional $10,000 from Safeco Insurance for the nonprofit he or she supports! The charity supported by the runner-up gets $5,000.

Anyone can vote for Cecere as our own local community hero, and support the efforts of the United Way of Genesee County. To read more and cast your vote, go to:
http://promoshq.wildfireapp.com/website/6/contests/175622  before the Dec. 15 deadline. You can vote once each day.

Why vote? One of the strengths of the United Way is that it assists a wide range of people and groups in local communities. Cecere feels strongly about that the breadth of services the United Way can provide. As an extremely active board member for the United Way of Genesee County (affiliated with the United Way of Greater Rochester) in New York, he’s seen first-hand the benefits such a strong safety net can provide to society.

The list of ways the United gives back to the community is too long to list here, but includes youth advocacy, literacy efforts, support for neglected, abused, disabled, pregnant and addicted individuals. (Read the full story on the voting link.)

Over the years, he has served as the United Way Campaign chair, the board chair, and the New Accounts chair and treasurer — an impressive range of roles for a charity that provides such an impressive range of support.

Help our local hero do more by voting today!

Tompkins Insurance Agencies, Inc., has 15 offices in Western New York and six offices in Central New York. A part of Tompkins Financial Corp., (trading as TMP on the AMEX), the agency is affiliated with The Bank of Castile, Tompkins Trust Company, and Tompkins Financial Advisors. It is an independent insurance agency offering coverage through more than 25 different companies for businesses and consumers. Further information is available at www.tompkinsins.com.

Tompkins becomes new health insurance provider for Genesee County Chamber

By Howard B. Owens

Press release:

The Genesee County Chamber of Commerce has for some time been concerned with rising medical insurance premium costs and the impact they have on the small business community. In order to better serve members that provide employee benefits, the chamber is pleased to announce that it has entered into a strategic partnership with Tompkins Insurance Agencies to provide health insurance programs for its members.

Tompkins Insurance will now be the health insurance provider for the chamber, a move that will immediately reduce health insurance costs for most members by eliminating service fees. This partnership also adds flexibility in making premium payments, as well as offering a wider variety of policies from which to choose.

“Tompkins Insurance is honored to have been chosen by the chamber to help it provide its valued members with quality, cost-effective benefits for their employees, especially in these unsettled economic times,” said David Boyce, president and CEO of Tompkins Insurance.

The licensed professionals at Tompkins Insurance will work with the chamber to identify different options in health insurance and other employee benefit programs. The goal will be to customize programs to meet the varied needs of members’ businesses in the most economical way.

“This arrangement is being put in place to address the issue of continually rising health insurance premiums in challenging economic times. The chamber is confident this partnership will help control costs and offer savings opportunities, flexibility and more options to our members,” said chamber President Lynn Freeman.

Jeff Boshart, board chair of the chamber said, “We feel this alliance with Tompkins Insurance is especially significant in that it not only provides our members with top-notch insurance programs and services, but that they will be provided to chamber members, by a chamber member.”

Meet Joseph Teresi, Geneseean of the Year

By Brittany Baker

This is our fifth and final installment of stories on the 2010 Genesee County Chamber of Commerce awards winners. The awards will be presented at a dinner tomorrow evening at the Clarion Hotel.

Among the many good works that 2010 Geneseean of the Year Joe Teresi has been active in over the years is the Challenger Sports program.

His involvement began when a local woman came to him with an idea for a program serving kids with special needs, giving them a chance to play sports, but wondering how to insure those activities. As vice president of Tompkins Insurance, he might have the answer. 

His plan, rather than burdening the upstart program with its own policy, was to get it under the umbrella of the YMCA.

With that insight, one of Genesee County's most enduring and endearing community activities was born.

Teresi said that seeing the joy on the faces of the kids in the Challenger program is reward enough for the volunteer work that he does, but he’s had to find the best way to balance nonprofit work with his career.

“Sometimes, I’m able to mix the two like with the Challenger Sports,” he said.

But other times, Teresi just donates his extra time to a cause he feels is worthy.

“Being able to give an organization 100 percent of my effort is great,” he explained. “But one thing about volunteering is sometimes the same thing gets old and when that happens, you’re ready to move on to the next challenge.”

Teresi has been an officer and director on the Genesee and Wyoming counties YMCA board and his knowledge of the organization was crucial when he helped found Challenger Sports.

According to Teresi, a lot of things in his life have led him toward volunteerism.

“It’s been instilled in me -- – probably through my parents, high school at Notre Dame where they make community service a big part, and also through my company here,” Teresi said as he sat in his office at Tompkins Insurance.

“We get so much from the community that we make it a big point for all of our employees to give back to the communities where we live and serve – both with some money if they can, but more importantly with their time and effort.”

But Teresi doesn’t volunteer his time just because it’s encouraged at work.

“It’s the smiles,” he said.

“For Christmas dinner this year we served over 300 people and probably over 100 of them were kids…seeing the smiles on their faces when they got not only a good meal, but when they received their present and had a taste of Christmas that they might not have had a full taste of before.”

Teresi worked with the Lions Club of Batavia for years to make a free Christmas dinner possible to those who might need it. He explained that his whole family gets involved and it’s a special time for each one of them.

“The Lions Club does a lot of good for the community that goes unnoticed and it was really my beginning of giving back as an adult,” Teresi said.

He thanked Rocco Della Penna for introducing him to the Lions Club, and the Genesee County Chamber of Commerce for choosing to honor him this year -- along with Rick Mancuso and Shelly Fallitico for nominating him – especially because being named Geneseean of the Year came as a surprise.

“I was in shock and awe,” he admitted.

“Then I realized that it would be a great thing to be recognized for some of the work over the past few years, but there are many other people who do good work that often go unnoticed."

Tompkins Insurance and Selective Group donate to crisis hotline

By Billie Owens

Tompkins Insurance Agencies, Inc., and The Selective Group Foundation joined forces to support the positive efforts of RAP (Regional Action Phone, Inc.) in Genesee, Orleans and Wyoming Counties through a $1,000 grant.

“We strongly support and believe in the programs this organization provides for our neighbors and customers in our communities” said David Boyce, Tompkins Insurance president and CEO.

The grant represents a $500 donation from Tompkins Insurance Agencies, Inc., matched by a $500 grant from The Selective Group Foundation.

“The matching grant program allows us to partner with our agents to support the needs of the communities in which we serve and operate,” said Tony Albanese, Selective’s senior vice president, bonds, flood and agency development.

RAP is a private, nonprofit United Way agency started in 1986 with a crisis-hotline service. The agency’s services have grown to include crisis intervention, suicide prevention, referrals to support agencies, food pantry clearinghouse, education, outreach, and relay services to connect callers to agencies when immediate help is needed in times of crisis.

Tompkins Insurance Agencies, Inc. has 14 offices in western New York plus
six offices in central New York. As part of Tompkins Financial Corporation (trading as TMP on the NYSE Amex), the agency is affiliated with the Bank of Castile, Tompkins Trust Company and AM&M Financial Services.

It is an independent insurance agency offering coverage through more than 25
different companies for businesses and consumers. Further information is available by
visiting the agency’s website at www.tompkinsins.com.

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