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