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Insurance Captive - Formation & Management
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…
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)
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- Accounting/Auditing (2)
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- Agency - Broker - Wholesaler Relationships (11)
- Agency - Company Disputes (22)
- Agency Acquisitions - Mergers - Sales (7)
- Agency Analysis (9)
- Agency Management (10)
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- Agent - Agency (36)
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- Agent/Broker Selection (22)
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- Arbitration (15)
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- Bad Faith (30)
- Bank Owned Agencies (11)
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- Business Broker - Companies (4)
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- Business Continuity Planning (7)
- Buy/Sell Agreements (7)
- Capital Management (2)
- Captive Insurance Company Formation (5)
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- Captive Related (4)
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- Claims Handling (38)
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- Errors & Omissions - L&H (13)
- Errors & Omissions - P&C (40)
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- Expert Witness - Litigation Support (54)
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- Financial (13)
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- Insurance Bidding (15)
- Insurance Captive - Formation & Management (2)
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- Insurance Coverage Analysis/Design (33)
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- Insurance Related (34)
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- Management (28)
- Management (24)
- Management Consulting (12)
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- Market Conduct Audits (1)
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- Mediator (8)
- Merger - Acquisition - Divestiture Advice (7)
- Merger - Acquisition - Divestiture Advice (3)
- Mergers/Sales/Acquisitions (6)
- Niche Market Development (7)
- Non-Compete/Non-Piracy Covenants (7)
- Operating Agreements (3)
- Operational Audits (8)
- Other (3)
- Other (4)
- Perpetuation Planning (7)
- Practice (31)
- Predictive Moding/ Loss Forecasting (3)
- Producer Acquisition/Compensation/Management (7)
- Producer Agreements (7)
- Producer Coaching/Development (13)
- Producer/Employee Recruitment (5)
- Professional Development (19)
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- Program Design/Development (5)
- Prototype Agreements (1)
- Recruiting and Executive Search (1)
- Regulatory/Disciplinary (3)
- Regulatory/Licensing (5)
- Reinsurance Expertise (11)
- Reorganization Assistance (3)
- Reputational Risk Management (4)
- Retail - Wholesale Relationships (7)
- Retrospective/Cost-Plus/Loss-Sensitive Rating (10)
- Risk Assessment Services (22)
- Risk Management (32)
- Risk Management Planning (18)
- Sale and Acquisition Consulting (8)
- Sale and Acquisition Consulting (4)
- Sales - Mergers - Acquisition (12)
- Sales - Mergers - Acquisition (7)
- Sales Training (7)
- Sales Training (5)
- Sales, Mergers & Acquisitions - See Business Brokers (4)
- Seminar Presentations (24)
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- Staff Development (9)
- Standards (31)
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- Statutory Auditing (2)
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- Stock Purchase Agreements (3)
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- Structured Settlements (4)
- Third Party Administration (12)
- Third Party Administrator Audits (9)
- Trust-Owned Life Insurance Audit and Management (1)
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- Umpire (7)
- Underwriting - L&H (5)
- Underwriting - P&C (23)
- Underwriting Audits & Reviews (10)
- Underwriting Training/Monitoring (7)
- Unfair Claims Settlement Practices (26)
- Wage and Hour Claims (2)
- Webinars (15)
- Webinars (7)
- Wrongful Cancellation (14)
- Wrongful Termination/Discrimination/Harassment (4)
