Expertise DescriptionI have more than 30 years experience in the insurance industry (Property, Casualty and Life/Health insurances) with special emphasis on company agency / company disputes, professional responsibility issues, insurance practice and standards, insurance industry custom and practice, insurance standard of care for agents and brokers, insurance company responsibility for underwriting and claims processing; standard of care; reasonable care and diligence; insurance company and broker relationships, and special relationships. I have over 10 years expert witness experience with consultations, deposition, and courtroom testimony.
Areas of Expertise
My expert witness experience includes: Agency company dispute; Duty of insurer re Claim process; Property coverage and special relationship; W/C claims and duty of broker; Standard of Care prompt coverage placement; Coverage Analysis and RPA duties; Proper claim procedure and duty to advise; Coverage Rescission; Duty of consultant and coverage analysis; Claim settlement procedure; Agent binding in excess of authority; Failure to offer coverage; Misrepresentation on application for insurance; Duty to procure and right to rely; Failure to report and policy violations; Contract dispute, non-solicitation agreement.
My consulting services include: Agent and agency responsibility, avoiding E & O claims, ethics, and standards, and practices of agents and insurers; Assignments dealing with standard of care issues relating to underwriting and claims for insurers and agents, agent and agency issues.
|Recipient of the Chartered Life Underwriters Degree|
Awards & Affiliation
|Advantage Agent Award by the Zurich Insurance Co.|
Home Insurance Quality Agents Committee
Partial List of Consulting Expert Witness Cases