Meet Tom Dolan, Owner of the Dolan Agency, Inc in Lake Bluff, IL!
How long have you been with your firm and what’s your role there?
I am coming up on almost 1.5 years. I bought the agency from the previous agent/owner. I have 1 staff member who does servicing and processing and phones. I am the agent and responsible for sales.
If you have a niche market that you’re involved with, how did you get started in that niche?
When I first got into commercial insurance my intended niche was banking. Since I came from banking prior to getting into insurance, I felt I knew what they needed and could talk their language. Today I also have niches in the area of contractors, small office risks, and real estate developments.
What is the favorite part about working in the insurance industry?
The ability to help people, guide them, and know they are properly insured. I want them to know they can trust me to do good for them.
What is your proudest moment in serving a client?
In general it’s the process of convincing an underwriter why they should write a risk I submitted to them; turn a no into a yes.
An example is that I took on a new client, a doctor, who had been told by many very experienced agents that he could not be covered for liability insurance due to a previous claim. He was told no coverage was available anywhere. I was able to get coverage for $2million of liability insurance for him.
What are key words you’d use to describe what you do?
Educate, Network, Analyze
How would you describe your productivity before and after using eForms Wizard?
I started using eForms Wizard as I was (unbeknownst to me at the time) finding my next niche by growing in the area of construction/contractors risks. eForms Wizard allowed me to take on some very large accounts. Not only did it enable me to complete ACORD & Non-ACORD forms easily and quickly and get quotes back but eForms Wizard helped make the servicing of the account easier. The linked fields made the demanding work of the numerous inherent endorsements so much easier. My business model changed and eForms Wizard was a tremendous help in getting me there.
What is something most people don’t know about you – maybe a unique hobby or interest?
I am an avid cyclist, A Pilot (instrument rated)
What does an ideal weekend look like?
Going up to lake Geneva with the family.
Who’s your favorite Super Hero, and why?
Batman. Because he batman.
What is your personal theme song?
“Aurora” by Foo fighters.
Where is the best place you’ve traveled to and why?
Santorini – Greek islands. I’ve been quite a few places in Europe but Santorini is the most beautiful place I’ve ever been.
What chore do you absolutely hate doing?
Emptying the dishwasher.