Ancillary Services

HR Consulting

Dedicated people are at the heart of a successful company. Attracting, motivating and retaining a talented workforce are a constant challenge. It takes the experience and knowledge of a skilled human resources professional to handle the most important asset of any company.

Sukay & Associates can help you manage your most important resource. We help clients understand, develop, implement, and quantify the effectiveness of their human resource programs and policies. Our goal is to help employers create measurable business results through their people.

We offer the following services to small and midsize companies:

  • Audit of existing human resources strategy and development of human resources strategic plan
  • Review of and development of relevant human resources policies
  • Market assessments and comparative reviews to development compensation and benefits strategies
  • Workforce integration -- we develop plans to help companies announce and internally promote a change in ownership, due to a merger or acquisition. We also help management develop a strategy for integrating the workforce after the deal closes.
  • Performance management
  • Legal and ethical compliance

Training and development

The training and development of employees provides a competitive advantage. Customers want to work with people who have the knowledge and skills to help them succeed. They are looking for long-term partners that show a commitment to serving their needs. One way to show that you are committed is to continually invest in your people.

We offer customized training in the following areas:

Insurance: We offer classes including: Understanding the Value of your Business; The Banking and Insurance Marketplace; Getting the Correct Value for your Business, and other seminar types of courses. In addition, through our affiliation with the Academy of Insurance, we can conduct classes in your place of business to help employees gain the knowledge and continuing education credits while minimizing time away from servicing customers.

Leadership Training: This is conducted by Sukay & Associates and is customized to meet the needs of each organization.

Performance Management: Using tools such as the 360 Degree Evaluation, we develop programs to increase the effectiveness of your current management staff.

Human Resources Training: We provide classes including: Discrimination and How to Prevent It; Interviewing Techniques; and How to Hire and Fire People within the Law to reduce your legal exposure. These classes can be done on a one-off basis or as a series.

Banking and insurance compliance

Are you an insurance agency that has just been purchased by a bank? Maybe you are a bank that has just purchased your first insurance agency. Maybe you have owned an insurance agency, but were not aware of issues such as, "Tying," the "Anti-Money Laundering" laws and the "Bank Secrecy" laws. How does your responsibility change with the implementation of the Patriot Act.

While banks have been regulated for years, insurance agencies have historically only been responsible to their state department of banking and insurance. The State Department of Insurance professionals have been reactionary and only investigated issues related to consumer or business complaints. With the current environment changing and the fact that most state departments of banking and insurance have been recently embarrassed, they are becoming more proactive. Are you ready for an audit?

Our professionals have been dealing with the issues of banking and insurance compliance for over eight years. We have also the necessary experience to deal with the State Departments of Insurance in order to help resolve any regulatory issues.

If compliance issues are hindering you from communicating with your client, or if you do not understand the environment and are not prepared to be audited by your state department of insurance or bank examiner we can help by:

  • Designing the compliance processes
  • Helping you understand the insurance licensing laws
  • Reviewing and offering enhancements to your current policies
  • Designing service agreements

What Clients Say

"I could not have asked for a better advisor in this transaction. Sukay & Associates treated our transaction as if it was their own and worked tirelessly to ensure that our professional and personal goals were achieved." Bob Walsh, President - Hess Egan Hagerty & L'Hommedieu

"I have known Tom Sukay for over 25 years. During that time, I relied on Tom for his perspective as I built my agency. Once my partners decided to pursue a sale, I knew that I could not rely on other brokers who would view my interests as just another client. None of us could have imagined the effort that was required to pursue the sale. Tom was involved in every aspect of the transaction and his team was outstanding. They invested the time to understand our company and pursued a transaction that met our specific goals." Steve Lesser - DS Machesney Inc.

"Trust, integrity and effort are traits that we expect from the employees of our agency. We engaged Sukay & Associates to pursue the sale of our company because we knew that they would conduct themselves in a similar manner. Premium, personalized service does not begin to describe their dedication in achieving our goals. It was refreshing that something so important to us was not being delegated to junior staff members. Tom and his staff's extensive background in the industry were readily apparent as they engaged themselves with our company and the sales process. They continue to stay involved in assisting us to interpret the legal contracts and aiding us to achieve our goals." Randy Butz - Morrell, Butz & Junker, Inc.

News/Deals

Appointment of Managing Director Sukay & Associates Names Andy Korab as Managing Director. To view press release, click here pdf

Seller Representation Alpha Benefits Group, Inc. (“Alpha”), a group benefits firm, in its sale to Brown & Brown Inc. To view press release, click here pdf

Seller Representation Dalton Insurance Agency, LLC of Glassboro, New Jersey to a subsidiary of Brown & Brown, Inc. To view press release, click here pdf

Seller Representation Morrell, Butz, and Junker, Inc. to First National Insurance Agency (subsidiary of FNB Corporation)

Seller Representation Brokerage Professionals, Inc. to Arthur J. Gallagher & Co.

Seller Representation Hess Egan Hagerty and L’Hommedieu, Inc. to M&T Insurance Agency, Inc. (subsidiary of M&T Bank). To view press release, click here pdf