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Customs, Standards, Practices & Duties - L&H
I serve as the Principal of Insurance Claims and Litigation Consultants, LLC, a firm that provides expert witness services and testimony on claims and lawsuits involving insurance coverage, bad faith, underwriting, agent-broker liability, regulatory issues and good faith claims handling practices. I also provide consultation and oversight of pre-suit and litigated coverage matters that potentially…
Lezlee Liljenberg, entered the insurance business in 2004 as she started her first agency from ground zero, growing the business to over $6 million in revenue in less than 12 years. Ms. Liljenberg holds a BA in Journalism/Public Relations and a MA in Political Science/Public Administration from the University of Texas at Arlington. She is…
Brenda Powell Wells holds both a Bachelor of Business Administration and a Ph.D. in Risk Management and Insurance from the University of Georgia. She holds the Chartered Property and Casualty Underwriter (CPCU), Accredited Advisor of Insurance (AAI) and Construction Risk Insurance Specialist (CRIS) designations. She also holds a graduate certificate in Business Analytics from East…
Frederick J. Fisher, J.D., CCP, is the President of Fisher Consulting Group, Inc., and was the Founder of E.L.M. Insurance Brokers, a Wholesale & MGA facility specializing in Professional Liability and Specialty Line risks. He is a Member of the Editorial Board for Agents of America; a Faculty Member of the Claims College, and Member…
Olie Jolstad is an insurance expert with over 44 years of professional insurance experience in commercial and personal lines insurance claims handling, coverage analysis, managing general agent, and agent/broker procurement of insurance. Mr. Jolstad holds the Senior Claims Law Associate (SCLA) designation. Mr. Jolstad has served as an expert in over 225 cases in more…
Highly experienced insurance industry litigation consultant and expert witness. Broker/Agent Standard of Care, Claims Handling/Insurance Carrier Bad Faith, Insurance Industry Custom and Practice. 200+ retention’s, 50+ testimony in Deposition, Trial and Arbitration.
Dave has been retained in over 150 cases as a consulting or testifying expert on insurance claim handling standards and practices in both state and federal courts in a variety of jurisdictions, both at deposition and trial. He has been qualified to testify in Washington and Oregon state courts and the United States District Courts…
Van is currently President of Southern Insurance Consulting, where he assists insurance agencies with valuations and mergers & acquisitions. He also provides expert testimony, litigation support and coverage analysis. In 2000, he joined the University of Mississippi faculty as Adjunct Professor of Insurance and teaches Finance 341 – “Risk Management and Insurance”. In 2011, Van…
The Insurance Archaeologist™, Bob Underdown is a highly qualified Insurance Expert Witness providing consultation and testifying services across the United States. Mr. Underdown has provided testimony in recent cases in the following areas: Standard of Care for insurance agent and brokers; insurance claims adjusting; insurance company bad faith (both first party and third party); insurance…
Areas of Expertise
- Account Collection Solutions (1)
- Account Collection Solutions (2)
- Account Development (10)
- Accounting & Auditing (6)
- Accounting/Auditing (3)
- Acquisition Candidate Identification (6)
- Acquisition Candidate Identification (4)
- Actuarial Services (3)
- Actuarial Services (1)
- Advisory Director Service (6)
- Agency - Broker - Wholesaler Relationships (17)
- Agency - Company Disputes (38)
- Agency Acquisitions - Mergers - Sales (9)
- Agency Analysis (12)
- Agency Management (21)
- Agency Profile Report (5)
- Agency/Broker Valuations (3)
- Agent - Agency (49)
- Agent/Broker Performance Reviews (19)
- Agent/Broker Selection (29)
- Appraisal of Agencies (10)
- Arbitration (18)
- Arbitrator (13)
- Assessment of Viability (2)
- Asset Purchase Agreements (5)
- Attorney (17)
- Audit Review of Defense Expenses (5)
- Automation Analysis/Purchasing (3)
- Bad Faith (48)
- Bank Owned Agencies (17)
- Bank Performance/Review (1)
- Bank Regulatory Issues (1)
- Binding Authority (9)
- Brochure Development (3)
- Brokerage of Agencies/ Books of Business (10)
- Brokerage of Company Books of Business (5)
- Business Broker - Companies (10)
- Business Broker - Wholesalers & MGAs (12)
- Business Continuity Planning (12)
- Buy/Sell Agreements (10)
- Capital Management (3)
- Captive Insurance Company Formation (8)
- Captive Insurance Feasibility Studies (9)
- Captive Related (10)
- Cash Flow & Budget Analysis (1)
- Cash Flow and Budget Analysis (6)
- Cash Flow and Budget Analysis (2)
- Claims Handling (57)
- Claims Management/Control (40)
- Cluster Development and Consulting (7)
- Company - Reinsurance Disputes (15)
- Company - Wholesaler - MGA (30)
- Company Profile Report (4)
- Compensation Analysis (5)
- Compliance Training (4)
- Compliance/Reporting (2)
- Contract Negotiation/Drafting (13)
- Contract Review (23)
- Contract vs.Coverage Analysis (27)
- Contractual Disputes (17)
- Corporate Modeling (4)
- Corporate Modeling (3)
- Corporations & Enterprise (43)
- Coverage - Claim Disputes - L&H (17)
- Coverage - Claim Disputes - P&C (64)
- Coverage Opinions (Post Loss) (28)
- Coverage Opinions (Pre Loss) (26)
- Crisis Management (12)
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- Cross Marketing (6)
- Customs (26)
- Customs, Standards, Practices & Duties - L&H (14)
- Customs, Standards, Practices & Duties - P&C (49)
- Damage Assessment (11)
- Data Management (3)
- Data Management (1)
- Deceptive Trade Practices (22)
- Delegated Authority Approval (2)
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- Disciplinary Matters (3)
- Dispute Management (16)
- Drafting/Negotiating Agreements (6)
- Due Diligence Investigations (12)
- Due Diligence Investigations (14)
- Due Diligence Investigations (9)
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- Education (29)
- Education (58)
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- Employment Practices (6)
- Enterprise Risk Consulting (22)
- Entity Formation (6)
- Entity Licensing (6)
- Equity Ownership Disputes (1)
- Errors & Omissions - L&H (20)
- Errors & Omissions - P&C (56)
- Errors and Omissions Cases (20)
- ESOP and Retirement Plans (3)
- Expert Witness - Litigation Support (84)
- Fair Market Valuations - Insurance Companies (3)
- Fair Market Valuations - Reinsurance Companies (1)
- Financial (18)
- Financial (15)
- Financial Turn around and Improvement (1)
- Financial Turn around and Improvement (3)
- Financial Turnaround & Improvement (2)
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- Government & Public Entity (11)
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- Information Technology (IT) Training (1)
- Insurance Bidding (20)
- Insurance Captive - Formation & Management (5)
- Insurance Company Performance Reviews (17)
- Insurance Company Valuations (1)
- Insurance Coverage Analysis/Design (38)
- Insurance Product Development (10)
- Insurance Related (45)
- Internet Marketing (4)
- Legal - Litigation - Claims (83)
- Legal Consulting (54)
- Life and Health Sales (5)
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- Management (35)
- Management (30)
- Management Consulting (20)
- Management Consulting (23)
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- Marketing Plans (8)
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- Merger - Acquisition - Divestiture Advice (10)
- Merger - Acquisition - Divestiture Advice (5)
- Mergers/Sales/Acquisitions (7)
- MGA Valuations (3)
- Niche Market Development (8)
- Non-Compete/Non-Piracy Covenants (12)
- Operating Agreements (4)
- Operational Audits (10)
- Other (5)
- Other (8)
- Perpetuation Planning (8)
- Practice (48)
- Predictive Moding/ Loss Forecasting (4)
- Producer Acquisition/Compensation/Management (11)
- Producer Agreements (13)
- Producer Coaching/Development (20)
- Producer/Employee Recruitment (7)
- Professional Development (30)
- Profit Center Design and Development (5)
- Program Design/Development (6)
- Prototype Agreements (2)
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- Regulatory/Licensing (7)
- Reinsurance Expertise (11)
- Reorganization Assistance (4)
- Reputational Risk Management (7)
- Retail - Wholesale Relationships (12)
- Retrospective/Cost-Plus/Loss-Sensitive Rating (14)
- Risk Assessment Services (26)
- Risk Management (43)
- Risk Management Planning (25)
- Sale and Acquisition Consulting (12)
- Sale and Acquisition Consulting (8)
- Sales - Mergers - Acquisition (16)
- Sales - Mergers - Acquisition (12)
- Sales Training (13)
- Sales Training (7)
- Sales, Mergers & Acquisitions - See Business Brokers (5)
- Security/Compliance (1)
- Seminar Presentations (29)
- Seminar Presentations (16)
- Service Center Development (3)
- Staff Development (12)
- Standards (50)
- State Continuing Education Credit (21)
- State Continuing Education Credit (12)
- Statutory Auditing (4)
- Statutory Financial Reporting (2)
- Stock Purchase Agreements (4)
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- Strategy Development (2)
- Structured Settlements (4)
- Third Party Administration (18)
- Third Party Administrator Audits (11)
- Trust-Owned Life Insurance Audit and Management (1)
- Trust-Owned Life Insurance Portfolio Management (1)
- Umpire (9)
- Underwriting - L&H (8)
- Underwriting - P&C (37)
- Underwriting Audits & Reviews (13)
- Underwriting Training/Monitoring (9)
- Unfair Claims Settlement Practices (36)
- Valuations (10)
- Valuations - Insurance Entities (2)
- Wage and Hour Claims (2)
- Webinars (21)
- Webinars (12)
- Wholesaler Valuations (3)
- Wrongful Cancellation (24)
- Wrongful Termination/Discrimination/Harassment (6)