Project Tombstones:
Thomas J. Watson, CFO
Arch Aluminum & Glass., Co.
(954) 724-1775
Thomas.watson@archaluminum.net
10200 NW 67th Street
Tamarac, Fl 33321
Arch Project duration-six months concluding October 2008
Arch Desired Results Achieved
1. Reduce Arch Insurance and Risk Management cost by 40%
2. Maximize capital efficiency-reserves, retentions, fixed cost
3. Achieve long term cost structure
4. Minimize administrative burden-singe insurance portal
5. Engage a transparent, full disclosure economic relationship
6. Achieve a predictable and repeatable experience
7. Demonstrate accountability methodology for “Best Practices” compliance
8. Maximize smooth transition to new relationships
I want you to know that we have achieved results that I really wouldn’t have anticipated. Your knowledge of the industry, advice and process played a major role in the outcome. I certainly could not have gotten us to this point by myself.
Greg Cranmer, Past President Cranmer Risk Management
Wachovia Insurance Services
Senior Vice President
1555 Palm Beach Lakes Blvd
Suite 1200
West Palm Beach, FL 33401
(561) 688-7200
Gregory.Cranmer@wachovia.com
CRM Project duration-nine months concluding May 2008
Cranmer Desired Results Achieved
1. Demonstrate CRM predictable revenue stream
2. Maximize CRM economic value
3. Successful sale to Wachovia Insurance Services
Bruce’s broad knowledge of all aspects of the insurance industry was invaluable in providing me with strategic practical leadership enabling me to realize my dream to grow my organization, serve my clients at the highest level and ultimately become associated with a world class insurance organization.
Wayne P. Herrington
National Partner
Region Head, Southeast Region
Willis North America
1 Glenlake Parkway, Suite 1100
Atlanta GA 30328
(404) 224-5010
wayne.herrington@willis.com
Willis Project duration-2 ˝ years concluding April 2007
Willis Desired Results Achieved
1. Retain Atlantic Insurance and Risk Management revenue- Bruce owned and sold Atlantic to Willis in October 2004
2. Generate South East Region predictable revenue-the SE region is Willis most successful region
3. Introduce the Bruce Carr developed client advocate business model as the primary growth and retention strategy
Dennis Adams
Willis
Senior Vice President
Florida Practice Leader
Employee Benefits Consulting
(813) 490-6808
adams_de@willis.com
I have not had an opportunity to speak with you but our financials are really good and YOU have made a difference with our practice! Can't leave you out of the Thanks!! Always appreciate you and what you do for us!!!
 Larry Colton
Past President Goldman Insurance Services, currently EVP Willis of San Francisco
(415) 981-0600
larry.colton@willis.com
Goldman Insurance Services Project duration-one week per month for 2 ˝ years concluding 2003
Goldman Desired Results Achieved
1. Generate predictable and duplicable revenue stream
2. Provide practical application of and in support of Goldman commitment to serving rather than selling
3. Position Goldman to maximize economic value
4. Successfully sold Goldman to Willis
Bruce was retained by our firm, Goldman Insurance Services, to revitalize our sales effort and provide our seasoned staff with strategies for retaining existing clients and winning new business. Over the period of two years Bruce taught his model to our organization provided significant one-on-one time with each producer and helped both producers and client managers understand the importance of knowing their clients' business. Together we were able to provide valuable sales and customer relationship tools to over 40 of our employees. Providing our staff with the tools and structure to win new business had a direct impact on new business closed. In 2001 we sold our regional company to a larger multi-national brokerage firm. Seven years later, many of those individuals, who have moved on to various other brokerage opportunities, tell me the training they received from Bruce is still applicable in their success today. Hiring Bruce and partnering with him to help develop our employees as caring professionals stands out as one of my better business accomplishments.
Vic Parker
Past President Parker Smith and Feek
Bellevue, Washington USA
2233 112th Avenue NE
Bellevue, WA 98004
Phone (800) 457-0220
Fax (425) 709-7460
PSF Project Duration-one week per month for 2 ˝ years concluding 2003
PSF Desired Results Achieved
1. Assure funding for retiring stock holders buy sell agreements
2. Create predictable, duplicable, sustainable revenue stream
3. Provide practical application of and in support of PSF serving culture
See Vic Parkers principle stockholders comments included in his testimonial
Click here to read Vic Parker's testimonial
Larry Giusti
Sr. Vice President Harden & Assoc.
(904) 421-5360
lgiusti@hardenassociates.com
Bruce's significant influence on my life is not measured by the size of my book or house or car. It is measured by the way I live my life and the influence it has on all those I meet, either personal or in business. Each encounter with Bruce keeps me at the peak of my confidence focused on doing the right thing, and creating unique relationships aligned with bringing value to others.
Ron Donnnini
Past President Alpine Engineered Products, currently President Nexframe
(209) 469-6515
rdonnini@nexframe.com
Ceree Harden
CEO
Harden & Associates
(904) 354-3785
charden@hardenassociates.com
Click here to read Ceree Harden's testimonial
Ronald J. Lynch
Former Regional Vice President
Crum&Forster
(407) 365-1358
(321) 578-1671
Bruce was instrumental in helping to develop the Crum&Forster Custom Agent Strategy into a brand identity for the potential sale of the company. His experience as an agent in developing relationships with clients rather than selling products to them was the foundation of that strategy. He also participated in the very successful Sunshine Insurance, Ltd. captive where he served on the marketing committee. His influence helped to make Sunshine Insurance, Ltd. one of the most successful and longest running captives at Crum&Forster. Bruce brings a wealth of insurance knowledge and experience to the table from both the company and agency perspectives. He also understands the challenges facing business owners. If you are seeking different results in your insurance company/agency, insurance program, or business, I highly recommend Bruce to you as a advocate.
Jim Filmont
Vice President, Employee Benefits
Willis
111 Riverside Avenue
Jacksonville, FL 32202
Ofc. (904) 355-4600 x11
Fax. (904) 355-1335
Cel. (904) 334-8284
Bruce has provided invaluable support, guidance and constructive criticism, delivered in a fashion that encourages / requires new approaches / thought processes. While the process requires more time / effort than memorizing the "sales pitch", the end result is tremendous. The ability to create unique, relevant and specific work product that speaks to achieving success as defined by your prospects, creates a unique brand in the marketplace.
Bruce continues to challenge me to better understand our prospects and approach them from an advocate perspective, and has been instrumental in our growth and continued success.
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