Library of Articles All Library ArticlesAgent - Agency (27) -Bank Owned Agencies (8) --Agency Acquisitions - Mergers - Sales (4) --Agency Management (12) --Appraisal of Agencies (5) --Assessment of Viability (2) --Bank Performance/Review (0) --Bank Regulatory Issues (0) --Drafting/Negotiating Agreements (1) --Due Diligence Investigations (3) --Marketing Plans (5) --Trust-Owned Life Insurance Portfolio Management (0) -Education (29) --E&O Avoidance and Prevention (22) --Information Technology (IT) Training (2) --Producer Coaching/Development (13) --Professional Development (19) --Sales Training (7) --Seminar Presentations (4) --State Continuing Education Credit (2) --Webinars (3) -Financial (11) --Account Collection Solutions (1) --Accounting & Auditing (4) --Cafeteria Plans (0) --Cash Flow and Budget Analysis (2) --Corporate Modeling (1) --Data Management (0) --ESOP and Retirement Plans (1) --Financial Turn around and Improvement (1) --Insurance Captive - Formation & Management (1) --Sarbanes—Oxley Assistance (0) --Tax/Estate Planning (0) --Trust & Capital Management (0) -Management (15) --Account Development (2) --Agency Analysis (5) --Automation Analysis/Purchasing (0) --Brochure Development (1) --Compensation Analysis (0) --Crisis Planning and Management (0) --Cross Marketing (3) --Employee Compensation/Management (6) --Employee Procedures Manuals (5) --Employer Operating Practices Manuals (5) --Incentive Plans (0) --Information Technology - 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Insurance Entities (0) -Agency/Broker Valuations (0) -Insurance Company Valuations (0) -MGA Valuations (0) -Wholesaler Valuations (0) All Library ArticlesAgent - Agency (27) -Bank Owned Agencies (8) --Agency Acquisitions - Mergers - Sales (4) --Agency Management (12) --Appraisal of Agencies (5) --Assessment of Viability (2) --Bank Performance/Review (0) --Bank Regulatory Issues (0) --Drafting/Negotiating Agreements (1) --Due Diligence Investigations (3) --Marketing Plans (5) --Trust-Owned Life Insurance Portfolio Management (0) -Education (29) --E&O Avoidance and Prevention (22) --Information Technology (IT) Training (2) --Producer Coaching/Development (13) --Professional Development (19) --Sales Training (7) --Seminar Presentations (4) --State Continuing Education Credit (2) --Webinars (3) -Financial (11) --Account Collection Solutions (1) --Accounting & Auditing (4) --Cafeteria Plans (0) --Cash Flow and Budget Analysis (2) --Corporate Modeling (1) --Data Management (0) --ESOP and Retirement Plans (1) --Financial Turn around and Improvement (1) --Insurance Captive - Formation & Management (1) --Sarbanes—Oxley Assistance (0) --Tax/Estate Planning (0) --Trust & Capital Management (0) -Management (15) --Account Development (2) --Agency Analysis (5) --Automation Analysis/Purchasing (0) --Brochure Development (1) --Compensation Analysis (0) --Crisis Planning and Management (0) --Cross Marketing (3) --Employee Compensation/Management (6) --Employee Procedures Manuals (5) --Employer Operating Practices Manuals (5) --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 (4) --Marketing Programs (2) --Niche Market Development (0) --Perpetuation Planning (2) --Producer Acquisition/Compensation/Management (3) --Producer/Employee Recruitment (3) --Profit Center Design and Development (2) --Recruiting and Executive Search (0) --Reorganization Assistance (0) --Security/Compliance (0) --Service Center Development (2) --Staff Development (3) --Strategic Planning/Long-Range Consulting (3) -Sales - Mergers - Acquisition (5) --Acquisition Candidate Identification (1) --Agency Profile Report (2) --Brokerage of Agencies/ Books of Business (2) --Cluster Development and Consulting (2) --Due Diligence Investigations (1) --Merger - Acquisition - Divestiture Advice (2) --Sale and Acquisition Consulting (4) --Valuations (3)Company - Wholesaler - MGA (11) -Education (12) --Education/Professional Development (8) --Information Technology (IT) Training (0) --Other (3) --Sales Training (4) --Seminar Presentations (0) --State Continuing Education Credit (0) --Webinars (1) -Financial (6) --Account Collection Solutions (0) --Accounting/Auditing (2) --Actuarial Services (0) --Cafeteria Plans (0) --Capital Management (1) --Cash Flow and Budget Analysis (0) --Corporate Modeling (1) --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 (16) --Advisory Director Service (0) --Agency - 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Reinsurance Companies (0) --Merger - Acquisition - Divestiture Advice (0) --Sale and Acquisition Consulting (1)Corporations & Enterprise (15) -Insurance Related (14) --Agent/Broker Performance Reviews (2) --Agent/Broker Selection (3) --Captive Insurance Company Formation (0) --Captive Insurance Feasibility Studies (0) --Insurance Bidding (2) --Insurance Company Performance Reviews (4) --Insurance Coverage Analysis/Design (10) --Retrospective/Cost-Plus/Loss-Sensitive Rating (0) -Risk Management (15) --Business Continuity Planning (0) --Crisis Management (1) --Disaster Manuals (0) --Enterprise Risk Consulting (6) --Loss Control Consulting (4) --Reputational Risk Management (1) --Risk Assessment Services (5) --Risk Management Planning (3)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 (38) -Claims Handling (22) --Accident Reconstruction (0) --Actuarial Services (0) --Bad Faith (14) --Business Interruption (1) --Claims Management/Control (15) --Deceptive Trade Practices (5) --Forensic Claim Analysis (4) --Structured Settlements (0) --Third Party Administration (3) --Third Party Administrator Audits (1) --Unfair Claims Settlement Practices (9) --Wrongful Cancellation (2) -Expert Witness - Litigation Support (28) --Agency - Company Disputes (5) --Captive Related (0) --Company - Reinsurance Disputes (3) --Coverage - Claim Disputes - L&H (4) --Coverage - Claim Disputes - P&C (12) --Customs (2) --Customs, Standards, Practices & Duties - L&H (1) --Customs, Standards, Practices & Duties - P&C (8) --Duties (10) --Errors & Omissions - L&H (2) --Errors & Omissions - P&C (13) --Practice (13) --Standards (13) --Underwriting - L&H (0) --Underwriting - P&C (8) -Legal Consulting (23) --Arbitration (3) --Arbitrator (1) --Asset Purchase Agreements (0) --Attorney (5) --Buy/Sell Agreements (2) --Contract Negotiation/Drafting (5) --Contract Review (9) --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 (1) --Employment Practices (0) --Entity Formation (1) --Entity Licensing (2) --Equity Ownership Disputes (0) --Errors and Omissions Cases (2) --General Counsel Services (5) --Mediation (1) --Mediator (0) --Mergers/Sales/Acquisitions (0) --Non-Compete/Non-Piracy Covenants (2) --Operating Agreements (0) --Other (5) --Producer Agreements (3) --Prototype Agreements (0) --Stock Purchase Agreements (0) --Strategy Development (0) --Umpire (1) --Wage and Hour Claims (0) --Wrongful Termination/Discrimination/Harassment (0)Valuations - Insurance Entities (0) -Agency/Broker Valuations (0) -Insurance Company Valuations (0) -MGA Valuations (0) -Wholesaler Valuations (0) No articles were found for this Expertise Category
