Expert Consultants All ExpertsAgent - Agency (29) -Bank Owned Agencies (13) --Agency Acquisitions - Mergers - Sales (10) --Agency Management (18) --Appraisal of Agencies (8) --Assessment of Viability (1) --Bank Performance/Review (2) --Bank Regulatory Issues (1) --Drafting/Negotiating Agreements (4) --Due Diligence Investigations (10) --Marketing Plans (3) --Trust-Owned Life Insurance Portfolio Management (0) -Education (33) --E&O Avoidance and Prevention (24) --Information Technology (IT) Training (2) --Producer Coaching/Development (13) --Professional Development (18) --Sales Training (10) --Seminar Presentations (29) --State Continuing Education Credit (20) --Webinars (20) -Financial (12) --Account Collection Solutions (2) --Accounting & Auditing (6) --Cafeteria Plans (0) --Cash Flow and Budget Analysis (7) --Corporate Modeling (4) --Data Management (4) --ESOP and Retirement Plans (2) --Financial Turn around and Improvement (3) --Insurance Captive - Formation & Management (4) --Sarbanes—Oxley Assistance (0) --Tax/Estate Planning (0) --Trust & Capital Management (0) -Management (20) --Account Development (8) --Agency Analysis (12) --Automation Analysis/Purchasing (3) --Brochure Development (3) --Compensation Analysis (7) --Crisis Planning and Management (6) --Cross Marketing (7) --Employee Compensation/Management (8) --Employee Procedures Manuals (8) --Employer Operating Practices Manuals (5) --Incentive Plans (4) --Information Technology - 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Insurance Entities (4) -Agency/Broker Valuations (5) -Insurance Company Valuations (2) -MGA Valuations (4) -Wholesaler Valuations (4) All ExpertsAgent - Agency (29) -Bank Owned Agencies (13) --Agency Acquisitions - Mergers - Sales (10) --Agency Management (18) --Appraisal of Agencies (8) --Assessment of Viability (1) --Bank Performance/Review (2) --Bank Regulatory Issues (1) --Drafting/Negotiating Agreements (4) --Due Diligence Investigations (10) --Marketing Plans (3) --Trust-Owned Life Insurance Portfolio Management (0) -Education (33) --E&O Avoidance and Prevention (24) --Information Technology (IT) Training (2) --Producer Coaching/Development (13) --Professional Development (18) --Sales Training (10) --Seminar Presentations (29) --State Continuing Education Credit (20) --Webinars (20) -Financial (12) --Account Collection Solutions (2) --Accounting & Auditing (6) --Cafeteria Plans (0) --Cash Flow and Budget Analysis (7) --Corporate Modeling (4) --Data Management (4) --ESOP and Retirement Plans (2) --Financial Turn around and Improvement (3) --Insurance Captive - Formation & Management (4) --Sarbanes—Oxley Assistance (0) --Tax/Estate Planning (0) --Trust & Capital Management (0) -Management (20) --Account Development (8) --Agency Analysis (12) --Automation Analysis/Purchasing (3) --Brochure Development (3) --Compensation Analysis (7) --Crisis Planning and Management (6) --Cross Marketing (7) --Employee Compensation/Management (8) --Employee Procedures Manuals (8) --Employer Operating Practices Manuals (5) --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 (7) --Niche Market Development (8) --Perpetuation Planning (6) --Producer Acquisition/Compensation/Management (9) --Producer/Employee Recruitment (5) --Profit Center Design and Development (4) --Recruiting and Executive Search (0) --Reorganization Assistance (4) --Security/Compliance (1) --Service Center Development (1) --Staff Development (11) --Strategic Planning/Long-Range Consulting (10) -Sales - Mergers - Acquisition (15) --Acquisition Candidate Identification (7) --Agency Profile Report (6) --Brokerage of Agencies/ Books of Business (9) --Cluster Development and Consulting (6) --Due Diligence Investigations (9) --Merger - Acquisition - Divestiture Advice (10) --Sale and Acquisition Consulting (12) --Valuations (9)Company - Wholesaler - MGA (18) -Education (18) --Education/Professional Development (13) --Information Technology (IT) Training (1) --Other (1) --Sales Training (4) --Seminar Presentations (15) --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 (10) --Loan Acquisition (2) --Loss Reserve Adequacy Review (4) --Predictive Moding/ Loss Forecasting (3) --Reinsurance Expertise (9) --Sarbanes—Oxley Assistance (0) --Statutory Auditing (3) --Statutory Financial Reporting (2) --Trust-Owned Life Insurance Audit and Management (0) -Management (20) --Advisory Director Service (5) --Agency - Broker - Wholesaler Relationships (13) --Audit Review of Defense Expenses (5) --Binding Authority (7) --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 (6) --Management Consulting (17) --Operational Audits (11) --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 (7) --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 (26) -Insurance Related (31) --Agent/Broker Performance Reviews (16) --Agent/Broker Selection (26) --Captive Insurance Company Formation (9) --Captive Insurance Feasibility Studies (9) --Insurance Bidding (18) --Insurance Company Performance Reviews (11) --Insurance Coverage Analysis/Design (28) --Retrospective/Cost-Plus/Loss-Sensitive Rating (13) -Risk Management (28) --Business Continuity Planning (16) --Crisis Management (14) --Disaster Manuals (7) --Enterprise Risk Consulting (17) --Loss Control Consulting (13) --Reputational Risk Management (8) --Risk Assessment Services (21) --Risk Management Planning (23)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 (46) -Claims Handling (37) --Accident Reconstruction (1) --Actuarial Services (1) --Bad Faith (32) --Business Interruption (0) --Claims Management/Control (24) --Deceptive Trade Practices (16) --Forensic Claim Analysis (7) --Structured Settlements (4) --Third Party Administration (15) --Third Party Administrator Audits (11) --Unfair Claims Settlement Practices (27) --Wrongful Cancellation (20) -Expert Witness - Litigation Support (54) --Agency - Company Disputes (32) --Captive Related (11) --Company - Reinsurance Disputes (14) --Coverage - Claim Disputes - L&H (11) --Coverage - Claim Disputes - P&C (49) --Customs (19) --Customs, Standards, Practices & Duties - L&H (10) --Customs, Standards, Practices & Duties - P&C (41) --Duties (35) --Errors & Omissions - L&H (14) --Errors & Omissions - P&C (41) --Practice (32) --Standards (35) --Underwriting - L&H (8) --Underwriting - P&C (28) -Legal Consulting (29) --Arbitration (16) --Arbitrator (14) --Asset Purchase Agreements (3) --Attorney (9) --Buy/Sell Agreements (6) --Contract Negotiation/Drafting (10) --Contract Review (14) --Contract vs.Coverage Analysis (21) --Contractual Disputes (13) --Coverage Opinions (Post Loss) (22) --Coverage Opinions (Pre Loss) (22) --Damage Assessment (12) --Dispute Management (15) --Employment Agreements (7) --Employment Practices (6) --Entity Formation (3) --Entity Licensing (4) --Equity Ownership Disputes (1) --Errors and Omissions Cases (19) --General Counsel Services (2) --Mediation (17) --Mediator (11) --Mergers/Sales/Acquisitions (6) --Non-Compete/Non-Piracy Covenants (9) --Operating Agreements (2) --Other (3) --Producer Agreements (11) --Prototype Agreements (1) --Stock Purchase Agreements (3) --Strategy Development (2) --Umpire (9) --Wage and Hour Claims (1) --Wrongful Termination/Discrimination/Harassment (7)Valuations - Insurance Entities (4) -Agency/Broker Valuations (5) -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 Professional Member