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Agency Analysis
With over 30 years experience, Mr. Miltenberger has worked on the brokerage and company side of the insurance industry. He has extensive expertise in both the life and health and property and casualty space. His has proven ability to leverage his knowledge, relationships and experience on behalf of his clients issues. He also has an…
I have been a license Insurance Agent in the State of Texas since 1983 holding General Lines Property & Casualty, General Lines Life, Accident & Health and Risk Manager licenses. I am currently Vice-President of King-Phillips Insurance Agency, a firm providing a full range of insurance products to the insuring public. I also serve as…
Over the years, Al has been thoroughly immersed in all facets of insurance agency operations including serving on committees, instructing, consulting and as an author. Building a solid track record of performance assisting agencies and company operations including mergers, acquisitions, divestitures, perpetuation and strategic planning, organizational development, compensation and salary administration programs, administrative and financial…
I began my insurance career in 1968 working in the claims department for the Insurance Company of North America (INA) both as a staff claims adjuster and then as a liability supervisor. After finishing law school I specialized in insurance defense for agents and brokers and for insurance companies in direct suits against them as…
Areas of Expertise: Operations consulting in the area of workflow and procedures with a strong expertise in Independent Agency operations Developing effective workflows and procedures Creating meaningful agency standards Providing action plans to facilitate implementation of recommendations Developing audit processes to assure compliance and support quality control Agency Errors and Omissions (E&O) reviews and exposure…
Lee Hoffman is a Consulting Expert on matters related to commercial and personal property and casualty insurance and risk. His expertise includes policy interpretation and claim denials, agency operations, errors & omissions, customs and practice, standard of care, duties and how to create seamless interoperation of insurance with risk. His expertise includes insurance agency automation…
