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Legal - Litigation - Claims
I don’t care if your producer is your husband, wife or child (or someone as close). Every agent seems to get much smarter about what to do if a producer leaves the agency and takes business AFTER it has happened to them. Link here to learn from others instead of waiting for it to happen to you…
The special relationship doctrine can create an overwhelming burden for the unsuspecting insurance agent or broker by imposing a duty to provide advice to a policyholder concerning all possible coverages and in some instances a responsibility to give advice as to what limits to purchase and whether such limits are “adequate.” This article explores the nuances of the special relationship and provides a template for the producer, the policyholder and their respective attorneys to follow by illustrating the circumstances that give rise to the special relationship between the producer and the policyholder/insured.
The Affinity business is a $100B+ market in the United States with a long history in the life and health arena. Despite that track record it is often misunderstood in the broader market. This paper provides background for any entity interested in getting into that space or already active in it.
Van is currently President of Southern Insurance Consulting, where he assists insurance agencies with valuations and mergers & acquisitions. He also provides expert testimony, litigation support and coverage analysis. In 2000, he joined the University of Mississippi faculty as Adjunct Professor of Insurance and teaches Finance 341 – “Risk Management and Insurance”. In 2011, Van…
Mr. Williams has over 57 years experience as an insurance agent/broker and insurance consultant. From 1970 until 2007 he was a principal shareholder in a large Houston firm, Wisenberg Insurance + Risk Management and was its Chairman and CEO when the firm was sold to a subsidiary of Wells Fargo Bank. He has a particular…
Brent Winans provides, objective, fee-based insurance and risk management consulting services for mid-sized companies. He also serves as an expert witness in insurance agents’ errors and omissions suits and other insurance litigation. Risk Management – Brent helps his clients plug coverage gaps and obtain the most competitive pricing on insurance. In addition, he implements other…
Highlights Summary Entrepreneurial spirit seen in construction of visionary business model. “Beyond the Box” thinker supported with broad experiences in risk management. Developed successful consulting practice. Strong analytical, technical, problem-solving, decision-making, and organizational skills. Effective communication skills for conveying technical concepts to non-technical people. Extensive financial reporting oversight skills, including audit experience, of insurance sector’s…
Peter Marchel is President and Founder of Marchel & Associates Risk Consulting. Types of the services offered: Risk review and consulting, broker review and selection, insurance policy review, analysis, and placement, program development, insurance management issues, policy enforcement, claims advocacy and expert witness testimony. Peter has more than 24 years experience in Legal…
