Expert Consultants All ExpertsAgent - Agency (30) -Bank Owned Agencies (13) --Agency Acquisitions - Mergers - Sales (9) --Agency Management (17) --Appraisal of Agencies (7) --Assessment of Viability (1) --Bank Performance/Review (2) --Bank Regulatory Issues (1) --Drafting/Negotiating Agreements (4) --Due Diligence Investigations (11) --Marketing Plans (3) --Trust-Owned Life Insurance Portfolio Management (1) -Education (33) --E&O Avoidance and Prevention (22) --Information Technology (IT) Training (2) --Producer Coaching/Development (13) --Professional Development (17) --Sales Training (10) --Seminar Presentations (28) --State Continuing Education Credit (21) --Webinars (20) -Financial (11) --Account Collection Solutions (2) --Accounting & Auditing (6) --Cafeteria Plans (0) --Cash Flow and Budget Analysis (6) --Corporate Modeling (3) --Data Management (3) --ESOP and Retirement Plans (2) --Financial Turn around and Improvement (2) --Insurance Captive - Formation & Management (5) --Sarbanes—Oxley Assistance (0) --Tax/Estate Planning (0) --Trust & Capital Management (0) -Management (19) --Account Development (8) --Agency Analysis (11) --Automation Analysis/Purchasing (3) --Brochure Development (3) --Compensation Analysis (6) --Crisis Planning and Management (6) --Cross Marketing (6) --Employee Compensation/Management (7) --Employee Procedures Manuals (7) --Employer Operating Practices Manuals (4) --Incentive Plans (4) --Information Technology - Integration with Insurers (0) --Information Technology - Planning (2) --Information Technology - Stratigic Planning (3) --Information Technology - System Design/Installation (1) --Internet Marketing (4) --Life and Health Sales (4) --Management Consulting (19) --Marketing Programs (8) --Niche Market Development (8) --Perpetuation Planning (6) --Producer Acquisition/Compensation/Management (8) --Producer/Employee Recruitment (4) --Profit Center Design and Development (3) --Recruiting and Executive Search (0) --Reorganization Assistance (4) --Security/Compliance (1) --Service Center Development (1) --Staff Development (11) --Strategic Planning/Long-Range Consulting (9) -Sales - Mergers - Acquisition (14) --Acquisition Candidate Identification (6) --Agency Profile Report (5) --Brokerage of Agencies/ Books of Business (8) --Cluster Development and Consulting (5) --Due Diligence Investigations (9) --Merger - Acquisition - Divestiture Advice (9) --Sale and Acquisition Consulting (12) --Valuations (8)Company - Wholesaler - MGA (18) -Education (17) --Education/Professional Development (14) --Information Technology (IT) Training (1) --Other (1) --Sales Training (4) --Seminar Presentations (13) --State Continuing Education Credit (11) --Webinars (11) -Financial (9) --Account Collection Solutions (2) --Accounting/Auditing (4) --Actuarial Services (3) --Cafeteria Plans (0) --Capital Management (2) --Cash Flow and Budget Analysis (2) --Corporate Modeling (3) --Data Management (1) --Financial Turn around and Improvement (2) --Insurance Product Development (9) --Loan Acquisition (2) --Loss Reserve Adequacy Review (4) --Predictive Moding/ Loss Forecasting (3) --Reinsurance Expertise (8) --Sarbanes—Oxley Assistance (0) --Statutory Auditing (3) --Statutory Financial Reporting (2) --Trust-Owned Life Insurance Audit and Management (1) -Management (19) --Advisory Director Service (5) --Agency - Broker - Wholesaler Relationships (13) --Audit Review of Defense Expenses (5) --Binding Authority (8) --Business Broker - Companies (9) --Business Broker - Wholesalers & MGAs (9) --Cash Flow & Budget Analysis (1) --Delegated Authority Approval (2) --Financial Turnaround & Improvement (1) --Formation & Licensing (2) --London/International Market Relations (5) --Management Consulting (17) --Operational Audits (9) --Program Design/Development (5) --Regulatory/Disciplinary (4) --Retail - Wholesale Relationships (11) --Sales, Mergers & Acquisitions - See Business Brokers (5) --Underwriting Audits & Reviews (9) --Underwriting Training/Monitoring (7) -Sales - Mergers - Acquisition (9) --Acquisition Candidate Identification (4) --Brokerage of Company Books of Business (6) --Company Profile Report (3) --Due Diligence Investigations (8) --Fair Market Valuations - Insurance Companies (4) --Fair Market Valuations - Premium Finance Companies (1) --Fair Market Valuations - Reinsurance brokers (0) --Fair Market Valuations - Reinsurance Companies (1) --Merger - Acquisition - Divestiture Advice (6) --Sale and Acquisition Consulting (7)Corporations & Enterprise (28) -Insurance Related (33) --Agent/Broker Performance Reviews (17) --Agent/Broker Selection (27) --Captive Insurance Company Formation (10) --Captive Insurance Feasibility Studies (10) --Insurance Bidding (19) --Insurance Company Performance Reviews (13) --Insurance Coverage Analysis/Design (28) --Retrospective/Cost-Plus/Loss-Sensitive Rating (15) -Risk Management (29) --Business Continuity Planning (14) --Crisis Management (12) --Disaster Manuals (7) --Enterprise Risk Consulting (16) --Loss Control Consulting (11) --Reputational Risk Management (6) --Risk Assessment Services (21) --Risk Management Planning (24)Government & Public Entity (8) -General Services (5) --Compliance Training (4) --Compliance/Reporting (2) --Disciplinary Matters (2) --Lobbying (1) --Market Conduct Audits (2) --Regulatory/Licensing (6)Legal - Litigation - Claims (47) -Claims Handling (39) --Accident Reconstruction (0) --Actuarial Services (1) --Bad Faith (35) --Claims Management/Control (26) --Deceptive Trade Practices (17) --Forensic Claim Analysis (7) --Structured Settlements (5) --Third Party Administration (16) --Third Party Administrator Audits (12) --Unfair Claims Settlement Practices (28) --Wrongful Cancellation (20) -Expert Witness - Litigation Support (57) --Agency - Company Disputes (31) --Captive Related (10) --Company - Reinsurance Disputes (12) --Coverage - Claim Disputes - L&H (12) --Coverage - Claim Disputes - P&C (53) --Customs (22) --Customs, Standards, Practices & Duties - L&H (11) --Customs, Standards, Practices & Duties - P&C (44) --Duties (37) --Errors & Omissions - L&H (15) --Errors & Omissions - P&C (43) --Practice (35) --Standards (38) --Underwriting - L&H (8) --Underwriting - P&C (27) -Legal Consulting (29) --Arbitration (16) --Arbitrator (13) --Asset Purchase Agreements (4) --Attorney (10) --Buy/Sell Agreements (7) --Contract Negotiation/Drafting (11) --Contract Review (16) --Contract vs.Coverage Analysis (21) --Contractual Disputes (14) --Coverage Opinions (Post Loss) (22) --Coverage Opinions (Pre Loss) (22) --Damage Assessment (11) --Dispute Management (15) --Employment Agreements (8) --Employment Practices (7) --Entity Formation (4) --Entity Licensing (4) --Equity Ownership Disputes (1) --Errors and Omissions Cases (20) --General Counsel Services (3) --Mediation (15) --Mediator (10) --Mergers/Sales/Acquisitions (8) --Non-Compete/Non-Piracy Covenants (10) --Operating Agreements (3) --Other (2) --Producer Agreements (12) --Prototype Agreements (1) --Stock Purchase Agreements (4) --Strategy Development (2) --Umpire (9) --Wage and Hour Claims (2) --Wrongful Termination/Discrimination/Harassment (7)Valuations - Insurance Entities (3) -Agency/Broker Valuations (4) -Insurance Company Valuations (2) -MGA Valuations (4) -Wholesaler Valuations (4) All ExpertsAgent - Agency (30) -Bank Owned Agencies (13) --Agency Acquisitions - Mergers - Sales (9) --Agency Management (17) --Appraisal of Agencies (7) --Assessment of Viability (1) --Bank Performance/Review (2) --Bank Regulatory Issues (1) --Drafting/Negotiating Agreements (4) --Due Diligence Investigations (11) --Marketing Plans (3) --Trust-Owned Life Insurance Portfolio Management (1) -Education (33) --E&O Avoidance and Prevention (22) --Information Technology (IT) Training (2) --Producer Coaching/Development (13) --Professional Development (17) --Sales Training (10) --Seminar Presentations (28) --State Continuing Education Credit (21) --Webinars (20) -Financial (11) --Account Collection Solutions (2) --Accounting & Auditing (6) --Cafeteria Plans (0) --Cash Flow and Budget Analysis (6) --Corporate Modeling (3) --Data Management (3) --ESOP and Retirement Plans (2) --Financial Turn around and Improvement (2) --Insurance Captive - Formation & Management (5) --Sarbanes—Oxley Assistance (0) --Tax/Estate Planning (0) --Trust & Capital Management (0) -Management (19) --Account Development (8) --Agency Analysis (11) --Automation Analysis/Purchasing (3) --Brochure Development (3) --Compensation Analysis (6) --Crisis Planning and Management (6) --Cross Marketing (6) --Employee Compensation/Management (7) --Employee Procedures Manuals (7) --Employer Operating Practices Manuals (4) --Incentive Plans (4) --Information Technology - Integration with Insurers (0) --Information Technology - Planning (2) --Information Technology - Stratigic Planning (3) --Information Technology - System Design/Installation (1) --Internet Marketing (4) --Life and Health Sales (4) --Management Consulting (19) --Marketing Programs (8) --Niche Market Development (8) --Perpetuation Planning (6) --Producer Acquisition/Compensation/Management (8) --Producer/Employee Recruitment (4) --Profit Center Design and Development (3) --Recruiting and Executive Search (0) --Reorganization Assistance (4) --Security/Compliance (1) --Service Center Development (1) --Staff Development (11) --Strategic Planning/Long-Range Consulting (9) -Sales - Mergers - Acquisition (14) --Acquisition Candidate Identification (6) --Agency Profile Report (5) --Brokerage of Agencies/ Books of Business (8) --Cluster Development and Consulting (5) --Due Diligence Investigations (9) --Merger - Acquisition - Divestiture Advice (9) --Sale and Acquisition Consulting (12) --Valuations (8)Company - Wholesaler - MGA (18) -Education (17) --Education/Professional Development (14) --Information Technology (IT) Training (1) --Other (1) --Sales Training (4) --Seminar Presentations (13) --State Continuing Education Credit (11) --Webinars (11) -Financial (9) --Account Collection Solutions (2) --Accounting/Auditing (4) --Actuarial Services (3) --Cafeteria Plans (0) --Capital Management (2) --Cash Flow and Budget Analysis (2) --Corporate Modeling (3) --Data Management (1) --Financial Turn around and Improvement (2) --Insurance Product Development (9) --Loan Acquisition (2) --Loss Reserve Adequacy Review (4) --Predictive Moding/ Loss Forecasting (3) --Reinsurance Expertise (8) --Sarbanes—Oxley Assistance (0) --Statutory Auditing (3) --Statutory Financial Reporting (2) --Trust-Owned Life Insurance Audit and Management (1) -Management (19) --Advisory Director Service (5) --Agency - Broker - Wholesaler Relationships (13) --Audit Review of Defense Expenses (5) --Binding Authority (8) --Business Broker - Companies (9) --Business Broker - Wholesalers & MGAs (9) --Cash Flow & Budget Analysis (1) --Delegated Authority Approval (2) --Financial Turnaround & Improvement (1) --Formation & Licensing (2) --London/International Market Relations (5) --Management Consulting (17) --Operational Audits (9) --Program Design/Development (5) --Regulatory/Disciplinary (4) --Retail - Wholesale Relationships (11) --Sales, Mergers & Acquisitions - See Business Brokers (5) --Underwriting Audits & Reviews (9) --Underwriting Training/Monitoring (7) -Sales - Mergers - Acquisition (9) --Acquisition Candidate Identification (4) --Brokerage of Company Books of Business (6) --Company Profile Report (3) --Due Diligence Investigations (8) --Fair Market Valuations - Insurance Companies (4) --Fair Market Valuations - Premium Finance Companies (1) --Fair Market Valuations - Reinsurance brokers (0) --Fair Market Valuations - Reinsurance Companies (1) --Merger - Acquisition - Divestiture Advice (6) --Sale and Acquisition Consulting (7)Corporations & Enterprise (28) -Insurance Related (33) --Agent/Broker Performance Reviews (17) --Agent/Broker Selection (27) --Captive Insurance Company Formation (10) --Captive Insurance Feasibility Studies (10) --Insurance Bidding (19) --Insurance Company Performance Reviews (13) --Insurance Coverage Analysis/Design (28) --Retrospective/Cost-Plus/Loss-Sensitive Rating (15) -Risk Management (29) --Business Continuity Planning (14) --Crisis Management (12) --Disaster Manuals (7) --Enterprise Risk Consulting (16) --Loss Control Consulting (11) --Reputational Risk Management (6) --Risk Assessment Services (21) --Risk Management Planning (24)Government & Public Entity (8) -General Services (5) --Compliance Training (4) --Compliance/Reporting (2) --Disciplinary Matters (2) --Lobbying (1) --Market Conduct Audits (2) --Regulatory/Licensing (6)Legal - Litigation - Claims (47) -Claims Handling (39) --Accident Reconstruction (0) --Actuarial Services (1) --Bad Faith (35) --Claims Management/Control (26) --Deceptive Trade Practices (17) --Forensic Claim Analysis (7) --Structured Settlements (5) --Third Party Administration (16) --Third Party Administrator Audits (12) --Unfair Claims Settlement Practices (28) --Wrongful Cancellation (20) -Expert Witness - Litigation Support (57) --Agency - Company Disputes (31) --Captive Related (10) --Company - Reinsurance Disputes (12) --Coverage - Claim Disputes - L&H (12) --Coverage - Claim Disputes - P&C (53) --Customs (22) --Customs, Standards, Practices & Duties - L&H (11) --Customs, Standards, Practices & Duties - P&C (44) --Duties (37) --Errors & Omissions - L&H (15) --Errors & Omissions - P&C (43) --Practice (35) --Standards (38) --Underwriting - L&H (8) --Underwriting - P&C (27) -Legal Consulting (29) --Arbitration (16) --Arbitrator (13) --Asset Purchase Agreements (4) --Attorney (10) --Buy/Sell Agreements (7) --Contract Negotiation/Drafting (11) --Contract Review (16) --Contract vs.Coverage Analysis (21) --Contractual Disputes (14) --Coverage Opinions (Post Loss) (22) --Coverage Opinions (Pre Loss) (22) --Damage Assessment (11) --Dispute Management (15) --Employment Agreements (8) --Employment Practices (7) --Entity Formation (4) --Entity Licensing (4) --Equity Ownership Disputes (1) --Errors and Omissions Cases (20) --General Counsel Services (3) --Mediation (15) --Mediator (10) --Mergers/Sales/Acquisitions (8) --Non-Compete/Non-Piracy Covenants (10) --Operating Agreements (3) --Other (2) --Producer Agreements (12) --Prototype Agreements (1) --Stock Purchase Agreements (4) --Strategy Development (2) --Umpire (9) --Wage and Hour Claims (2) --Wrongful Termination/Discrimination/Harassment (7)Valuations - Insurance Entities (3) -Agency/Broker Valuations (4) -Insurance Company Valuations (2) -MGA Valuations (4) -Wholesaler Valuations (4) Chris McAtee President INS Capital Group, LLC Fishers, IN Professional Member Thomas Quaka Southern Insurance Consulting, LLC Ridgeland, MS Associate Member