Results For Articles or Consultants
Retrospective/Cost-Plus/Loss-Sensitive Rating
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…
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 (55)
- 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 (45)
- 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 (59)
- Claims Management/Control (40)
- Cluster Development and Consulting (8)
- Company - Reinsurance Disputes (17)
- Company - Wholesaler - MGA (29)
- 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 (41)
- Coverage - Claim Disputes - L&H (15)
- Coverage - Claim Disputes - P&C (62)
- 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 (49)
- 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 (62)
- Education (30)
- Education/Professional Development (20)
- 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 (82)
- 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 (15)
- Insurance Company Valuations (2)
- Insurance Coverage Analysis/Design (38)
- Insurance Product Development (12)
- Insurance Related (45)
- Internet Marketing (4)
- Legal - Litigation - Claims (84)
- 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 (45)
- 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 (43)
- 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 (48)
- State Continuing Education Credit (11)
- State Continuing Education Credit (22)
- 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 (12)
- Umpire (10)
- Underwriting - L&H (8)
- Underwriting - P&C (36)
- Underwriting Audits & Reviews (12)
- Underwriting Training/Monitoring (9)
- Unfair Claims Settlement Practices (35)
- 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)
