Expert Consultants All ExpertsAgent - Agency (32) -Bank Owned Agencies (13) --Agency Acquisitions - Mergers - Sales (10) --Agency Management (18) --Appraisal of Agencies (7) --Assessment of Viability (1) --Bank Performance/Review (1) --Bank Regulatory Issues (1) --Drafting/Negotiating Agreements (3) --Due Diligence Investigations (8) --Marketing Plans (4) --Trust-Owned Life Insurance Portfolio Management (0) -Education (35) --E&O Avoidance and Prevention (27) --Information Technology (IT) Training (2) --Producer Coaching/Development (11) --Professional Development (18) --Sales Training (8) --Seminar Presentations (30) --State Continuing Education Credit (20) --Webinars (24) -Financial (12) --Account Collection Solutions (2) --Accounting & Auditing (5) --Cafeteria Plans (0) --Cash Flow and Budget Analysis (7) --Corporate Modeling (5) --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 (9) --Agency Analysis (13) --Automation Analysis/Purchasing (3) --Brochure Development (3) --Compensation Analysis (9) --Crisis Planning and Management (6) --Cross Marketing (7) --Employee Compensation/Management (8) --Employee Procedures Manuals (8) --Employer Operating Practices Manuals (4) --Incentive Plans (5) --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 (18) --Marketing Programs (7) --Niche Market Development (6) --Perpetuation Planning (6) --Producer Acquisition/Compensation/Management (8) --Producer/Employee Recruitment (5) --Profit Center Design and Development (4) --Recruiting and Executive Search (1) --Reorganization Assistance (4) --Security/Compliance (2) --Service Center Development (1) --Staff Development (11) --Strategic Planning/Long-Range Consulting (8) -Sales - Mergers - Acquisition (14) --Acquisition Candidate Identification (7) --Agency Profile Report (4) --Brokerage of Agencies/ Books of Business (9) --Cluster Development and Consulting (5) --Due Diligence Investigations (7) --Merger - Acquisition - Divestiture Advice (9) --Sale and Acquisition Consulting (11) --Valuations (9)Company - Wholesaler - MGA (20) -Education (19) --Education/Professional Development (13) --Information Technology (IT) Training (1) --Other (1) --Sales Training (4) --Seminar Presentations (16) --State Continuing Education Credit (11) --Webinars (13) -Financial (9) --Account Collection Solutions (2) --Accounting/Auditing (3) --Actuarial Services (3) --Cafeteria Plans (0) --Capital Management (2) --Cash Flow and Budget Analysis (1) --Corporate Modeling (3) --Data Management (1) --Financial Turn around and Improvement (2) --Insurance Product Development (8) --Loan Acquisition (1) --Loss Reserve Adequacy Review (4) --Predictive Moding/ Loss Forecasting (3) --Reinsurance Expertise (7) --Sarbanes—Oxley Assistance (0) --Statutory Auditing (3) --Statutory Financial Reporting (2) --Trust-Owned Life Insurance Audit and Management (0) -Management (21) --Advisory Director Service (4) --Agency - Broker - Wholesaler Relationships (14) --Audit Review of Defense Expenses (5) --Binding Authority (9) --Business Broker - Companies (9) --Business Broker - Wholesalers & MGAs (9) --Cash Flow & Budget Analysis (1) --Delegated Authority Approval (3) --Financial Turnaround & Improvement (1) --Formation & Licensing (2) --London/International Market Relations (7) --Management Consulting (16) --Operational Audits (11) --Program Design/Development (4) --Regulatory/Disciplinary (5) --Retail - Wholesale Relationships (12) --Sales, Mergers & Acquisitions - See Business Brokers (4) --Underwriting Audits & Reviews (10) --Underwriting Training/Monitoring (7) -Sales - Mergers - Acquisition (8) --Acquisition Candidate Identification (3) --Brokerage of Company Books of Business (5) --Company Profile Report (2) --Due Diligence Investigations (8) --Fair Market Valuations - Insurance Companies (3) --Fair Market Valuations - Premium Finance Companies (0) --Fair Market Valuations - Reinsurance brokers (0) --Fair Market Valuations - Reinsurance Companies (1) --Merger - Acquisition - Divestiture Advice (4) --Sale and Acquisition Consulting (5)Corporations & Enterprise (29) -Insurance Related (33) --Agent/Broker Performance Reviews (17) --Agent/Broker Selection (25) --Captive Insurance Company Formation (11) --Captive Insurance Feasibility Studies (10) --Insurance Bidding (20) --Insurance Company Performance Reviews (11) --Insurance Coverage Analysis/Design (33) --Retrospective/Cost-Plus/Loss-Sensitive Rating (9) -Risk Management (33) --Business Continuity Planning (17) --Crisis Management (14) --Disaster Manuals (7) --Enterprise Risk Consulting (19) --Loss Control Consulting (15) --Reputational Risk Management (11) --Risk Assessment Services (26) --Risk Management Planning (26)Government & Public Entity (9) -General Services (7) --Compliance Training (5) --Compliance/Reporting (3) --Disciplinary Matters (3) --Lobbying (1) --Market Conduct Audits (2) --Regulatory/Licensing (6)Legal - Litigation - Claims (44) -Claims Handling (34) --Accident Reconstruction (1) --Actuarial Services (1) --Bad Faith (30) --Business Interruption (5) --Claims Management/Control (23) --Deceptive Trade Practices (17) --Forensic Claim Analysis (10) --Structured Settlements (5) --Third Party Administration (17) --Third Party Administrator Audits (12) --Unfair Claims Settlement Practices (24) --Wrongful Cancellation (19) -Expert Witness - Litigation Support (54) --Agency - Company Disputes (34) --Captive Related (14) --Company - Reinsurance Disputes (14) --Coverage - Claim Disputes - L&H (11) --Coverage - Claim Disputes - P&C (50) --Customs (19) --Customs, Standards, Practices & Duties - L&H (9) --Customs, Standards, Practices & Duties - P&C (42) --Duties (36) --Errors & Omissions - L&H (13) --Errors & Omissions - P&C (43) --Practice (36) --Standards (37) --Underwriting - L&H (7) --Underwriting - P&C (29) -Legal Consulting (30) --Arbitration (15) --Arbitrator (14) --Asset Purchase Agreements (4) --Attorney (9) --Buy/Sell Agreements (6) --Contract Negotiation/Drafting (11) --Contract Review (15) --Contract vs.Coverage Analysis (21) --Contractual Disputes (13) --Coverage Opinions (Post Loss) (23) --Coverage Opinions (Pre Loss) (23) --Damage Assessment (13) --Dispute Management (16) --Employment Agreements (8) --Employment Practices (6) --Entity Formation (2) --Entity Licensing (3) --Equity Ownership Disputes (2) --Errors and Omissions Cases (22) --General Counsel Services (4) --Mediation (17) --Mediator (12) --Mergers/Sales/Acquisitions (7) --Non-Compete/Non-Piracy Covenants (8) --Operating Agreements (3) --Other (2) --Producer Agreements (11) --Prototype Agreements (1) --Stock Purchase Agreements (3) --Strategy Development (3) --Umpire (11) --Wage and Hour Claims (0) --Wrongful Termination/Discrimination/Harassment (6)Valuations - Insurance Entities (4) -Agency/Broker Valuations (5) -Insurance Company Valuations (1) -MGA Valuations (2) -Wholesaler Valuations (2) All ExpertsAgent - Agency (32) -Bank Owned Agencies (13) --Agency Acquisitions - Mergers - Sales (10) --Agency Management (18) --Appraisal of Agencies (7) --Assessment of Viability (1) --Bank Performance/Review (1) --Bank Regulatory Issues (1) --Drafting/Negotiating Agreements (3) --Due Diligence Investigations (8) --Marketing Plans (4) --Trust-Owned Life Insurance Portfolio Management (0) -Education (35) --E&O Avoidance and Prevention (27) --Information Technology (IT) Training (2) --Producer Coaching/Development (11) --Professional Development (18) --Sales Training (8) --Seminar Presentations (30) --State Continuing Education Credit (20) --Webinars (24) -Financial (12) --Account Collection Solutions (2) --Accounting & Auditing (5) --Cafeteria Plans (0) --Cash Flow and Budget Analysis (7) --Corporate Modeling (5) --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 (9) --Agency Analysis (13) --Automation Analysis/Purchasing (3) --Brochure Development (3) --Compensation Analysis (9) --Crisis Planning and Management (6) --Cross Marketing (7) --Employee Compensation/Management (8) --Employee Procedures Manuals (8) --Employer Operating Practices Manuals (4) --Incentive Plans (5) --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 (18) --Marketing Programs (7) --Niche Market Development (6) --Perpetuation Planning (6) --Producer Acquisition/Compensation/Management (8) --Producer/Employee Recruitment (5) --Profit Center Design and Development (4) --Recruiting and Executive Search (1) --Reorganization Assistance (4) --Security/Compliance (2) --Service Center Development (1) --Staff Development (11) --Strategic Planning/Long-Range Consulting (8) -Sales - Mergers - Acquisition (14) --Acquisition Candidate Identification (7) --Agency Profile Report (4) --Brokerage of Agencies/ Books of Business (9) --Cluster Development and Consulting (5) --Due Diligence Investigations (7) --Merger - Acquisition - Divestiture Advice (9) --Sale and Acquisition Consulting (11) --Valuations (9)Company - Wholesaler - MGA (20) -Education (19) --Education/Professional Development (13) --Information Technology (IT) Training (1) --Other (1) --Sales Training (4) --Seminar Presentations (16) --State Continuing Education Credit (11) --Webinars (13) -Financial (9) --Account Collection Solutions (2) --Accounting/Auditing (3) --Actuarial Services (3) --Cafeteria Plans (0) --Capital Management (2) --Cash Flow and Budget Analysis (1) --Corporate Modeling (3) --Data Management (1) --Financial Turn around and Improvement (2) --Insurance Product Development (8) --Loan Acquisition (1) --Loss Reserve Adequacy Review (4) --Predictive Moding/ Loss Forecasting (3) --Reinsurance Expertise (7) --Sarbanes—Oxley Assistance (0) --Statutory Auditing (3) --Statutory Financial Reporting (2) --Trust-Owned Life Insurance Audit and Management (0) -Management (21) --Advisory Director Service (4) --Agency - Broker - Wholesaler Relationships (14) --Audit Review of Defense Expenses (5) --Binding Authority (9) --Business Broker - Companies (9) --Business Broker - Wholesalers & MGAs (9) --Cash Flow & Budget Analysis (1) --Delegated Authority Approval (3) --Financial Turnaround & Improvement (1) --Formation & Licensing (2) --London/International Market Relations (7) --Management Consulting (16) --Operational Audits (11) --Program Design/Development (4) --Regulatory/Disciplinary (5) --Retail - Wholesale Relationships (12) --Sales, Mergers & Acquisitions - See Business Brokers (4) --Underwriting Audits & Reviews (10) --Underwriting Training/Monitoring (7) -Sales - Mergers - Acquisition (8) --Acquisition Candidate Identification (3) --Brokerage of Company Books of Business (5) --Company Profile Report (2) --Due Diligence Investigations (8) --Fair Market Valuations - Insurance Companies (3) --Fair Market Valuations - Premium Finance Companies (0) --Fair Market Valuations - Reinsurance brokers (0) --Fair Market Valuations - Reinsurance Companies (1) --Merger - Acquisition - Divestiture Advice (4) --Sale and Acquisition Consulting (5)Corporations & Enterprise (29) -Insurance Related (33) --Agent/Broker Performance Reviews (17) --Agent/Broker Selection (25) --Captive Insurance Company Formation (11) --Captive Insurance Feasibility Studies (10) --Insurance Bidding (20) --Insurance Company Performance Reviews (11) --Insurance Coverage Analysis/Design (33) --Retrospective/Cost-Plus/Loss-Sensitive Rating (9) -Risk Management (33) --Business Continuity Planning (17) --Crisis Management (14) --Disaster Manuals (7) --Enterprise Risk Consulting (19) --Loss Control Consulting (15) --Reputational Risk Management (11) --Risk Assessment Services (26) --Risk Management Planning (26)Government & Public Entity (9) -General Services (7) --Compliance Training (5) --Compliance/Reporting (3) --Disciplinary Matters (3) --Lobbying (1) --Market Conduct Audits (2) --Regulatory/Licensing (6)Legal - Litigation - Claims (44) -Claims Handling (34) --Accident Reconstruction (1) --Actuarial Services (1) --Bad Faith (30) --Business Interruption (5) --Claims Management/Control (23) --Deceptive Trade Practices (17) --Forensic Claim Analysis (10) --Structured Settlements (5) --Third Party Administration (17) --Third Party Administrator Audits (12) --Unfair Claims Settlement Practices (24) --Wrongful Cancellation (19) -Expert Witness - Litigation Support (54) --Agency - Company Disputes (34) --Captive Related (14) --Company - Reinsurance Disputes (14) --Coverage - Claim Disputes - L&H (11) --Coverage - Claim Disputes - P&C (50) --Customs (19) --Customs, Standards, Practices & Duties - L&H (9) --Customs, Standards, Practices & Duties - P&C (42) --Duties (36) --Errors & Omissions - L&H (13) --Errors & Omissions - P&C (43) --Practice (36) --Standards (37) --Underwriting - L&H (7) --Underwriting - P&C (29) -Legal Consulting (30) --Arbitration (15) --Arbitrator (14) --Asset Purchase Agreements (4) --Attorney (9) --Buy/Sell Agreements (6) --Contract Negotiation/Drafting (11) --Contract Review (15) --Contract vs.Coverage Analysis (21) --Contractual Disputes (13) --Coverage Opinions (Post Loss) (23) --Coverage Opinions (Pre Loss) (23) --Damage Assessment (13) --Dispute Management (16) --Employment Agreements (8) --Employment Practices (6) --Entity Formation (2) --Entity Licensing (3) --Equity Ownership Disputes (2) --Errors and Omissions Cases (22) --General Counsel Services (4) --Mediation (17) --Mediator (12) --Mergers/Sales/Acquisitions (7) --Non-Compete/Non-Piracy Covenants (8) --Operating Agreements (3) --Other (2) --Producer Agreements (11) --Prototype Agreements (1) --Stock Purchase Agreements (3) --Strategy Development (3) --Umpire (11) --Wage and Hour Claims (0) --Wrongful Termination/Discrimination/Harassment (6)Valuations - Insurance Entities (4) -Agency/Broker Valuations (5) -Insurance Company Valuations (1) -MGA Valuations (2) -Wholesaler Valuations (2) Al Diamond CEO Agency Consulting Group, Inc. Cherry Hill, NJ Professional Member Thomas Quaka Southern Insurance Consulting, LLC Ridgeland, MS Professional Member
