50+ years experience. Insurance & risk management professional.
Faculty Member, Big "I" Virtual University Independent Insurance Agents & Brokers of America
Practice includes expert witness & transactional consulting. Personal & commercial insurance including property, inland marine, wet marine, builders risk, course of construction, general liability, automobile liability, workers compensation, homeowners, medical malpractice, employment practices liability, professional liability. Traditional insurance & alternative risk programs, captives, self-insurance, large deductibles, retrospective rating. Experience includes underwriting, retail & wholesale production agencies, general agent, excess & surplus lines & franchisor. Producer, agent and broker custom & practice and standard of care. Good faith, bad faith. Experience with design & marketing of insurance programs & design & interpretation of insurance clauses in lease agreements, construction and other business contracts, certificates & additional insured and PEO issues. Expert witness, state & federal courts,declarations, Rule 26 & 16B reports. Help lawyers and laypersons understand insurance and risk management industry transactions and customs and practices and standard of care. Assist lawyers with case review and organization.

Specialties

• Insurance
• Risk Management

Subpecialties

• Agent/Broker Standard of Care
• MGA
• Wholesale Intermediary
• Excess & Surplus Lines
• Underwriting
• Insurance Industry Customs & Practices
• Commercial Lines
• Personal Lines
• E&O
• EPLI
• Occurrence v. Claims Made
• PEOs
• Contracts
• Certificates
• Additional Insureds
• Claims