Results For Articles or Consultants
Assessment of Viability
The advantages and disadvantages of joining an Agency Network…and the issues to be considered in selecting a suitable Agency Network.
Dale is a 35+ year veteran of the insurance industry, from an underwriter trainee to president of an insurance company. Along the way, he was also an officer at 2 reinsurance companies for 14 years. The reinsurance experience provided an exceptionally broad view of the industry, dealing with numerous insurance company clients in standard lines,…
Areas of Expertise
- Account Collection Solutions (1)
- Account Collection Solutions (2)
- Account Development (11)
- Accounting & Auditing (6)
- Accounting/Auditing (3)
- Acquisition Candidate Identification (5)
- Acquisition Candidate Identification (2)
- Actuarial Services (2)
- Actuarial Services (1)
- Advisory Director Service (6)
- Agency - Broker - Wholesaler Relationships (13)
- Agency - Company Disputes (28)
- Agency Acquisitions - Mergers - Sales (9)
- Agency Analysis (10)
- Agency Management (13)
- Agency Profile Report (4)
- Agent - Agency (43)
- Agent/Broker Performance Reviews (18)
- Agent/Broker Selection (25)
- Appraisal of Agencies (7)
- Arbitration (17)
- Arbitrator (12)
- Assessment of Viability (2)
- Asset Purchase Agreements (5)
- Attorney (15)
- Audit Review of Defense Expenses (4)
- Automation Analysis/Purchasing (3)
- Bad Faith (37)
- Bank Owned Agencies (13)
- Bank Regulatory Issues (1)
- Binding Authority (7)
- Brochure Development (4)
- Brokerage of Agencies/ Books of Business (9)
- Brokerage of Company Books of Business (3)
- Business Broker - Companies (6)
- Business Broker - Wholesalers & MGAs (7)
- Business Continuity Planning (8)
- Buy/Sell Agreements (9)
- Capital Management (3)
- Captive Insurance Company Formation (7)
- Captive Insurance Feasibility Studies (8)
- Captive Related (6)
- Cash Flow & Budget Analysis (1)
- Cash Flow and Budget Analysis (5)
- Cash Flow and Budget Analysis (2)
- Claims Handling (48)
- Claims Management/Control (32)
- Cluster Development and Consulting (6)
- Company - Reinsurance Disputes (14)
- Company - Wholesaler - MGA (29)
- Company Profile Report (3)
- Compensation Analysis (5)
- Compliance Training (3)
- Compliance/Reporting (2)
- Contract Negotiation/Drafting (13)
- Contract Review (22)
- Contract vs.Coverage Analysis (23)
- Contractual Disputes (13)
- Corporate Modeling (4)
- Corporate Modeling (2)
- Corporations & Enterprise (42)
- Coverage - Claim Disputes - L&H (14)
- Coverage - Claim Disputes - P&C (49)
- Coverage Opinions (Post Loss) (25)
- Coverage Opinions (Pre Loss) (23)
- Crisis Management (10)
- Crisis Planning and Management (6)
- Cross Marketing (7)
- Customs (19)
- Customs, Standards, Practices & Duties - L&H (9)
- Customs, Standards, Practices & Duties - P&C (39)
- Damage Assessment (9)
- Data Management (3)
- Data Management (1)
- Deceptive Trade Practices (19)
- Delegated Authority Approval (2)
- Disaster Manuals (5)
- Disciplinary Matters (3)
- Dispute Management (14)
- Drafting/Negotiating Agreements (5)
- Due Diligence Investigations (11)
- Due Diligence Investigations (11)
- Due Diligence Investigations (7)
- Duties (34)
- E&O Avoidance and Prevention (32)
- Education (24)
- Education (50)
- Education/Professional Development (15)
- Employee Compensation/Management (5)
- Employee Procedures Manuals (8)
- Employer Operating Practices Manuals (8)
- Employment Agreements (8)
- Employment Practices (6)
- Enterprise Risk Consulting (20)
- Entity Formation (6)
- Entity Licensing (6)
- Equity Ownership Disputes (1)
- Errors & Omissions - L&H (14)
- Errors & Omissions - P&C (44)
- Errors and Omissions Cases (18)
- ESOP and Retirement Plans (3)
- Expert Witness - Litigation Support (66)
- Fair Market Valuations (8)
- Fair Market Valuations - Insurance Companies (4)
- Fair Market Valuations - Reinsurance Companies (1)
- Financial (17)
- Financial (15)
- Financial Turn around and Improvement (1)
- Financial Turn around and Improvement (3)
- Financial Turnaround & Improvement (2)
- Forensic Claim Analysis (14)
- Formation & Licensing (3)
- General Counsel Services (9)
- General Services (6)
- Government & Public Entity (10)
- Incentive Plans (4)
- Information Technology - Planning (2)
- Information Technology - Stratigic Planning (3)
- Information Technology - System Design/Installation (1)
- Information Technology (IT) Training (2)
- Information Technology (IT) Training (1)
- Insurance Bidding (17)
- Insurance Captive - Formation & Management (3)
- Insurance Company Performance Reviews (14)
- Insurance Coverage Analysis/Design (36)
- Insurance Product Development (11)
- Insurance Related (41)
- Internet Marketing (5)
- Legal - Litigation - Claims (74)
- Legal Consulting (51)
- Life and Health Sales (4)
- Loan Acquisition (2)
- Lobbying (1)
- London/International Market Relations (4)
- Loss Control Consulting (8)
- Loss Reserve Adequacy Review (4)
- Management (34)
- Management (29)
- Management Consulting (17)
- Management Consulting (23)
- Market Conduct Audits (2)
- Marketing Plans (8)
- Marketing Programs (10)
- Mediation (14)
- Mediator (8)
- Merger - Acquisition - Divestiture Advice (9)
- Merger - Acquisition - Divestiture Advice (5)
- Mergers/Sales/Acquisitions (7)
- Niche Market Development (8)
- Non-Compete/Non-Piracy Covenants (9)
- Operating Agreements (4)
- Operational Audits (11)
- Other (4)
- Other (8)
- Perpetuation Planning (8)
- Practice (39)
- Predictive Moding/ Loss Forecasting (3)
- Producer Acquisition/Compensation/Management (7)
- Producer Agreements (9)
- Producer Coaching/Development (16)
- Producer/Employee Recruitment (5)
- Professional Development (21)
- Profit Center Design and Development (5)
- Program Design/Development (7)
- Prototype Agreements (2)
- Recruiting and Executive Search (1)
- Regulatory/Disciplinary (5)
- Regulatory/Licensing (6)
- Reinsurance Expertise (11)
- Reorganization Assistance (4)
- Reputational Risk Management (5)
- Retail - Wholesale Relationships (9)
- Retrospective/Cost-Plus/Loss-Sensitive Rating (11)
- Risk Assessment Services (23)
- Risk Management (37)
- Risk Management Planning (22)
- Sale and Acquisition Consulting (9)
- Sale and Acquisition Consulting (6)
- Sales - Mergers - Acquisition (13)
- Sales - Mergers - Acquisition (9)
- Sales Training (8)
- Sales Training (5)
- Sales, Mergers & Acquisitions - See Business Brokers (5)
- Security/Compliance (1)
- Seminar Presentations (28)
- Seminar Presentations (15)
- Service Center Development (4)
- Staff Development (10)
- Standards (38)
- State Continuing Education Credit (21)
- State Continuing Education Credit (9)
- Statutory Auditing (4)
- Statutory Financial Reporting (2)
- Stock Purchase Agreements (4)
- Strategic Planning/Long-Range Consulting (9)
- Strategy Development (1)
- Structured Settlements (4)
- Third Party Administration (17)
- Third Party Administrator Audits (13)
- Trust-Owned Life Insurance Audit and Management (1)
- Trust-Owned Life Insurance Portfolio Management (1)
- Umpire (7)
- Underwriting - L&H (5)
- Underwriting - P&C (27)
- Underwriting Audits & Reviews (12)
- Underwriting Training/Monitoring (8)
- Unfair Claims Settlement Practices (32)
- Wage and Hour Claims (2)
- Webinars (16)
- Webinars (8)
- Wrongful Cancellation (18)
- Wrongful Termination/Discrimination/Harassment (5)
