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Enterprise Risk Consulting
Colby Allen is a consultant with Agency Brokerage who has over 10 years of industry experience in finance, operations, analytics, and project management. During that time he has worked with regional agencies, national agencies, and a regional carrier. Notable projects include refinement of agency finance and operational reporting processes as well as assist in acquisitions…
I am an unique risk management and insurance professional, having worked in all three main sectors of the industry, insurer, broker, and risk management. More particularly, I have been a risk manager for a Fortune 50 company, an insurance broker, twice albeit in different roles in addition to being a wholesale insurance broker, and a…
Jane Marie Downey, ARM, M. Ed Principal Risk Consultant, Clarity Concepts, Inc. Jane Downey is an internationally known Risk Management consultant and Insurance industry expert. Jane has a background in both Insurance brokerage and Risk Management. Her specialty industries include manufacturing, financial institutions, and technology risks. She has made many Risk Management reports to…
I have over fifty years’ experience in insurance and risk management. I am a graduate of Loyola University, Chicago. My corporate experience includes Director of Insurance for Duplan Corporation, Risk Manager for E. & J. Gallo Winery and Vice President of Insurance for Greyhound Corporation. In addition, I have over thirty-five years’ experience as an…
Richard Faber is a highly experienced insurance professional who possesses a wide array of skills and a distinctive combination of experience, ranging from marketing, and consulting to managing/underwriting a staggering array of risks. His background and extensive experience work together to make Richard a much sought after authority in his field. Richard began his career…
EXPERT WITNESS | COVERAGE ANALYSIS Scott Margraves has over thirty-two years of “hands on” commercial property & casualty experience. He is the Principal Consultant and Founder of Gulf Coast Risk Management, LLC (GCRM). GCRM provides research, analysis and advice to commerce, industry, government and individuals. GCRM operates COIs R Us, a certificate of insurance (COI)…
Damian is an insurance coverage attorney, expert witness, and former adjunct law professor whose legal practice focuses on representing and counseling commercial policyholders, business and trial attorneys, and insurance agents and brokers regarding insurance issues. In his consulting and expert witness practice, Damian also draws from his pre-law school experience as a claims adjuster for…
Marjorie Segale began her career as a commercial insurance broker in Northern California and currently acts as a risk and insurance consultant with more than thirty -five years of experience in this field. She provides a wide variety of risk and insurance consulting services to commercial enterprises, insurance agents, brokers as well as insurance companies,…
I do not truly understand the rationale in suing the company adjuster in a lawsuit against the Insurance Company, since he has no independent duties apart from those of the Insurance Company. However, Directors and Officers of corporations owe fiduciary duties to corporate stockholders and to the Corporate business entity itself.
Areas of Expertise
- Accident Reconstruction (1)
- Account Collection Solutions (3)
- Account Collection Solutions (2)
- Account Development (10)
- Accounting & Auditing (10)
- Accounting/Auditing (6)
- Acquisition Candidate Identification (8)
- Acquisition Candidate Identification (4)
- Actuarial Services (3)
- Actuarial Services (1)
- Advisory Director Service (5)
- Agency - Broker - Wholesaler Relationships (17)
- Agency - Company Disputes (37)
- Agency Acquisitions - Mergers - Sales (14)
- Agency Analysis (17)
- Agency Management (31)
- Agency Profile Report (8)
- Agency/Broker Valuations (5)
- Agent - Agency (56)
- Agent/Broker Performance Reviews (18)
- Agent/Broker Selection (30)
- Appraisal of Agencies (13)
- Arbitration (19)
- Arbitrator (15)
- Assessment of Viability (3)
- Asset Purchase Agreements (3)
- Attorney (14)
- Audit Review of Defense Expenses (5)
- Automation Analysis/Purchasing (3)
- Bad Faith (46)
- Bank Owned Agencies (21)
- Bank Performance/Review (2)
- Bank Regulatory Issues (1)
- Binding Authority (9)
- Brochure Development (4)
- Brokerage of Agencies/ Books of Business (11)
- Brokerage of Company Books of Business (7)
- Business Broker - Companies (10)
- Business Broker - Wholesalers & MGAs (11)
- Business Continuity Planning (16)
- Business Interruption (1)
- Buy/Sell Agreements (8)
- Capital Management (3)
- Captive Insurance Company Formation (9)
- Captive Insurance Feasibility Studies (9)
- Captive Related (11)
- Cash Flow & Budget Analysis (1)
- Cash Flow and Budget Analysis (9)
- Cash Flow and Budget Analysis (2)
- Claims Handling (60)
- Claims Management/Control (40)
- Cluster Development and Consulting (8)
- Company - Reinsurance Disputes (17)
- Company - Wholesaler - MGA (29)
- Company Profile Report (3)
- Compensation Analysis (7)
- Compliance Training (4)
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- Contractual Disputes (17)
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- Corporations & Enterprise (41)
- Coverage - Claim Disputes - L&H (15)
- Coverage - Claim Disputes - P&C (62)
- Coverage Opinions (Post Loss) (27)
- Coverage Opinions (Pre Loss) (26)
- Crisis Management (15)
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- Customs, Standards, Practices & Duties - P&C (49)
- Damage Assessment (13)
- Data Management (4)
- Data Management (1)
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- Disaster Manuals (7)
- Disciplinary Matters (2)
- Dispute Management (17)
- Drafting/Negotiating Agreements (5)
- Due Diligence Investigations (10)
- Due Diligence Investigations (13)
- Due Diligence Investigations (8)
- Duties (45)
- E&O Avoidance and Prevention (46)
- Education (30)
- Education (62)
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- Employee Compensation/Management (14)
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- Employer Operating Practices Manuals (10)
- Employment Agreements (8)
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- Enterprise Risk Consulting (23)
- Entity Formation (4)
- Entity Licensing (6)
- Equity Ownership Disputes (1)
- Errors & Omissions - L&H (16)
- Errors & Omissions - P&C (55)
- Errors and Omissions Cases (21)
- ESOP and Retirement Plans (3)
- Expert Witness - Litigation Support (82)
- Fair Market Valuations - Insurance Companies (4)
- Fair Market Valuations - Premium Finance Companies (1)
- Fair Market Valuations - Reinsurance Companies (1)
- Financial (23)
- Financial (15)
- Financial Turn around and Improvement (4)
- Financial Turn around and Improvement (3)
- Financial Turnaround & Improvement (2)
- Forensic Claim Analysis (11)
- Formation & Licensing (2)
- General Counsel Services (7)
- General Services (6)
- Government & Public Entity (11)
- Incentive Plans (4)
- Information Technology - Planning (2)
- Information Technology - Stratigic Planning (4)
- Information Technology - System Design/Installation (1)
- Information Technology (IT) Training (4)
- Information Technology (IT) Training (1)
- Insurance Bidding (20)
- Insurance Captive - Formation & Management (5)
- Insurance Company Performance Reviews (15)
- Insurance Company Valuations (2)
- Insurance Coverage Analysis/Design (38)
- Insurance Product Development (12)
- Insurance Related (45)
- Internet Marketing (4)
- Legal - Litigation - Claims (84)
- Legal Consulting (52)
- Life and Health Sales (5)
- Loan Acquisition (2)
- Lobbying (1)
- London/International Market Relations (6)
- Loss Control Consulting (17)
- Loss Reserve Adequacy Review (4)
- Management (36)
- Management (35)
- Management Consulting (23)
- Management Consulting (23)
- Market Conduct Audits (2)
- Marketing Plans (9)
- Marketing Programs (9)
- Mediation (18)
- Mediator (11)
- Merger - Acquisition - Divestiture Advice (12)
- Merger - Acquisition - Divestiture Advice (6)
- Mergers/Sales/Acquisitions (6)
- MGA Valuations (4)
- Niche Market Development (8)
- Non-Compete/Non-Piracy Covenants (11)
- Operating Agreements (2)
- Operational Audits (12)
- Other (8)
- Other (4)
- Perpetuation Planning (8)
- Practice (45)
- Predictive Moding/ Loss Forecasting (3)
- Producer Acquisition/Compensation/Management (12)
- Producer Agreements (14)
- Producer Coaching/Development (26)
- Producer/Employee Recruitment (8)
- Professional Development (37)
- Profit Center Design and Development (6)
- Program Design/Development (5)
- Prototype Agreements (1)
- Regulatory/Disciplinary (5)
- Regulatory/Licensing (7)
- Reinsurance Expertise (12)
- Reorganization Assistance (4)
- Reputational Risk Management (9)
- Retail - Wholesale Relationships (12)
- Retrospective/Cost-Plus/Loss-Sensitive Rating (13)
- Risk Assessment Services (26)
- Risk Management (43)
- Risk Management Planning (26)
- Sale and Acquisition Consulting (16)
- Sale and Acquisition Consulting (8)
- Sales - Mergers - Acquisition (20)
- Sales - Mergers - Acquisition (11)
- Sales Training (17)
- Sales Training (8)
- Sales, Mergers & Acquisitions - See Business Brokers (5)
- Security/Compliance (1)
- Seminar Presentations (33)
- Seminar Presentations (15)
- Service Center Development (3)
- Staff Development (14)
- Standards (48)
- State Continuing Education Credit (22)
- State Continuing Education Credit (11)
- Statutory Auditing (4)
- Statutory Financial Reporting (2)
- Stock Purchase Agreements (3)
- Strategic Planning/Long-Range Consulting (13)
- Strategy Development (2)
- Structured Settlements (4)
- Third Party Administration (19)
- Third Party Administrator Audits (12)
- Umpire (10)
- Underwriting - L&H (8)
- Underwriting - P&C (36)
- Underwriting Audits & Reviews (12)
- Underwriting Training/Monitoring (9)
- Unfair Claims Settlement Practices (36)
- Valuations (12)
- Valuations - Insurance Entities (4)
- Wage and Hour Claims (1)
- Webinars (23)
- Webinars (12)
- Wholesaler Valuations (4)
- Wrongful Cancellation (22)
- Wrongful Termination/Discrimination/Harassment (7)