Results For Articles or Consultants
Agent/Broker Performance Reviews
Mr. Roberts, upon separating from the retail insurance industry in 2010, established his consulting firm that very same year. His focus is these three (3) distinct areas of his insurance consulting practice: Teaching continuing education (CE) classes for licensed agents & brokers on a national level Providing sales coaching, sales training and sales management services…
Highly experienced insurance industry litigation consultant and expert witness. Broker/Agent Standard of Care, Claims Handling/Insurance Carrier Bad Faith, Insurance Industry Custom and Practice. 400+ retention’s, @100 testimony in Deposition, Trial and Arbitration.
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…
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…
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…
Charles E. Comiskey is President of RiskTech, Inc., Houston’s oldest risk management consulting firm and is Sr. V.P. of Brady Chapman Holland & Associates, one of the largest privately-held insurance brokerage firms in the U.S. Holding numerous professional designations in the fields of risk management, insurance and business continuity, Comiskey is a nationally recognized expert,…
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…
- « Previous
- 1
- 2
Areas of Expertise
- Account Collection Solutions (2)
- Account Collection Solutions (3)
- Account Development (10)
- Accounting & Auditing (10)
- Accounting/Auditing (6)
- Acquisition Candidate Identification (8)
- Acquisition Candidate Identification (4)
- Actuarial Services (3)
- Actuarial Services (1)
- Advisory Director Service (5)
- Agency - Broker - Wholesaler Relationships (17)
- Agency - Company Disputes (37)
- Agency Acquisitions - Mergers - Sales (14)
- Agency Analysis (17)
- Agency Management (29)
- Agency Profile Report (8)
- Agency/Broker Valuations (5)
- Agent - Agency (56)
- Agent/Broker Performance Reviews (18)
- Agent/Broker Selection (29)
- Appraisal of Agencies (13)
- Arbitration (19)
- Arbitrator (15)
- Assessment of Viability (3)
- Asset Purchase Agreements (3)
- Attorney (14)
- Audit Review of Defense Expenses (5)
- Automation Analysis/Purchasing (3)
- Bad Faith (46)
- Bank Owned Agencies (21)
- Bank Performance/Review (2)
- Bank Regulatory Issues (1)
- Binding Authority (9)
- Brochure Development (3)
- Brokerage of Agencies/ Books of Business (10)
- Brokerage of Company Books of Business (7)
- Business Broker - Companies (10)
- Business Broker - Wholesalers & MGAs (11)
- Business Continuity Planning (16)
- Business Interruption (1)
- Buy/Sell Agreements (8)
- Capital Management (3)
- Captive Insurance Company Formation (9)
- Captive Insurance Feasibility Studies (9)
- Captive Related (11)
- Cash Flow & Budget Analysis (1)
- Cash Flow and Budget Analysis (2)
- Cash Flow and Budget Analysis (9)
- Claims Handling (60)
- Claims Management/Control (41)
- Cluster Development and Consulting (8)
- Company - Reinsurance Disputes (17)
- Company - Wholesaler - MGA (30)
- Company Profile Report (3)
- Compensation Analysis (7)
- Compliance Training (4)
- Compliance/Reporting (2)
- Contract Negotiation/Drafting (15)
- Contract Review (23)
- Contract vs.Coverage Analysis (27)
- Contractual Disputes (17)
- Corporate Modeling (5)
- Corporate Modeling (4)
- Corporations & Enterprise (42)
- Coverage - Claim Disputes - L&H (15)
- Coverage - Claim Disputes - P&C (63)
- Coverage Opinions (Post Loss) (27)
- Coverage Opinions (Pre Loss) (26)
- Crisis Management (14)
- Crisis Planning and Management (6)
- Cross Marketing (9)
- Customs (21)
- Customs, Standards, Practices & Duties - L&H (11)
- Customs, Standards, Practices & Duties - P&C (50)
- Damage Assessment (13)
- Data Management (4)
- Data Management (1)
- Deceptive Trade Practices (21)
- Delegated Authority Approval (2)
- Disaster Manuals (6)
- Disciplinary Matters (2)
- Dispute Management (17)
- Drafting/Negotiating Agreements (5)
- Due Diligence Investigations (10)
- Due Diligence Investigations (13)
- Due Diligence Investigations (8)
- Duties (45)
- E&O Avoidance and Prevention (45)
- Education (63)
- Education (31)
- Education/Professional Development (21)
- Employee Compensation/Management (14)
- Employee Procedures Manuals (13)
- Employer Operating Practices Manuals (10)
- Employment Agreements (8)
- Employment Practices (6)
- Enterprise Risk Consulting (23)
- Entity Formation (4)
- Entity Licensing (6)
- Equity Ownership Disputes (1)
- Errors & Omissions - L&H (16)
- Errors & Omissions - P&C (55)
- Errors and Omissions Cases (21)
- ESOP and Retirement Plans (3)
- Expert Witness - Litigation Support (83)
- Fair Market Valuations - Insurance Companies (4)
- Fair Market Valuations - Premium Finance Companies (1)
- Fair Market Valuations - Reinsurance Companies (1)
- Financial (22)
- Financial (15)
- Financial Turn around and Improvement (3)
- Financial Turn around and Improvement (4)
- Financial Turnaround & Improvement (2)
- Forensic Claim Analysis (10)
- Formation & Licensing (2)
- General Counsel Services (7)
- General Services (6)
- Government & Public Entity (11)
- Incentive Plans (5)
- Information Technology - Planning (2)
- Information Technology - Stratigic Planning (4)
- Information Technology - System Design/Installation (1)
- Information Technology (IT) Training (1)
- Information Technology (IT) Training (4)
- Insurance Bidding (20)
- Insurance Captive - Formation & Management (5)
- Insurance Company Performance Reviews (16)
- Insurance Company Valuations (2)
- Insurance Coverage Analysis/Design (38)
- Insurance Product Development (12)
- Insurance Related (46)
- Internet Marketing (4)
- Legal - Litigation - Claims (85)
- Legal Consulting (52)
- Life and Health Sales (5)
- Loan Acquisition (2)
- Lobbying (1)
- London/International Market Relations (6)
- Loss Control Consulting (15)
- Loss Reserve Adequacy Review (4)
- Management (36)
- Management (35)
- Management Consulting (23)
- Management Consulting (23)
- Market Conduct Audits (2)
- Marketing Plans (7)
- Marketing Programs (9)
- Mediation (18)
- Mediator (11)
- Merger - Acquisition - Divestiture Advice (6)
- Merger - Acquisition - Divestiture Advice (12)
- Mergers/Sales/Acquisitions (6)
- MGA Valuations (4)
- Niche Market Development (8)
- Non-Compete/Non-Piracy Covenants (11)
- Operating Agreements (2)
- Operational Audits (12)
- Other (8)
- Other (4)
- Perpetuation Planning (9)
- Practice (46)
- Predictive Moding/ Loss Forecasting (3)
- Producer Acquisition/Compensation/Management (12)
- Producer Agreements (14)
- Producer Coaching/Development (26)
- Producer/Employee Recruitment (8)
- Professional Development (37)
- Profit Center Design and Development (6)
- Program Design/Development (5)
- Prototype Agreements (1)
- Regulatory/Disciplinary (5)
- Regulatory/Licensing (7)
- Reinsurance Expertise (12)
- Reorganization Assistance (4)
- Reputational Risk Management (8)
- Retail - Wholesale Relationships (12)
- Retrospective/Cost-Plus/Loss-Sensitive Rating (13)
- Risk Assessment Services (25)
- Risk Management (44)
- Risk Management Planning (25)
- Sale and Acquisition Consulting (8)
- Sale and Acquisition Consulting (17)
- Sales - Mergers - Acquisition (20)
- Sales - Mergers - Acquisition (11)
- Sales Training (8)
- Sales Training (17)
- Sales, Mergers & Acquisitions - See Business Brokers (5)
- Security/Compliance (1)
- Seminar Presentations (15)
- Seminar Presentations (31)
- Service Center Development (3)
- Staff Development (14)
- Standards (49)
- State Continuing Education Credit (12)
- State Continuing Education Credit (23)
- Statutory Auditing (4)
- Statutory Financial Reporting (2)
- Stock Purchase Agreements (3)
- Strategic Planning/Long-Range Consulting (13)
- Strategy Development (2)
- Structured Settlements (4)
- Third Party Administration (19)
- Third Party Administrator Audits (13)
- Umpire (10)
- Underwriting - L&H (8)
- Underwriting - P&C (36)
- Underwriting Audits & Reviews (12)
- Underwriting Training/Monitoring (9)
- Unfair Claims Settlement Practices (36)
- Valuations (12)
- Valuations - Insurance Entities (4)
- Wage and Hour Claims (1)
- Webinars (22)
- Webinars (12)
- Wholesaler Valuations (4)
- Wrongful Cancellation (22)
- Wrongful Termination/Discrimination/Harassment (7)