American Association of Insurance Management Consultants

LIC

Full name: 
Licensed Insurance Counselor

Mary A. LaPorte

Areas of Expertise:

  1. Operations consulting in the area of workflow and procedures with a strong expertise in Independent Agency operations
  • Developing effective workflows and procedures
  • Creating meaningful agency standards
  • Providing action plans to facilitate implementation of recommendations
  • Developing audit processes to assure compliance and support quality control

 

Lee Hoffman

Lee Hoffman is an expert on insurance agents Errors and Omissions (E&O). He serves as testifying and consulting expert witness on matters related to Customs and Practice, Standards of Care, Duties and Fiduciary Responsibility. His extensive knowledge of insurance agency automation systems gives him a unique advantage as he is able to assist counsel with discovery when it comes to identifying and locating critical electronic files.