Expert Details
Insurance Agency Valuation and Common Practices, Producer Agreements and Compensation Programs
ID: 724977
New Jersey, USA
Expert is a member of the arbitration panel of American Arbitration Association and is qualified to arbitrate ownership, contract norms and common practices of insurance agencies.
Expert's primary consulting services since 1980 includes growth and business development of independent insurance agencies throughout the U.S.
Expert has evolved and developed managers and management information systems for insurance agencies since 1985.
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 1969 | Degree: BA | Subject: Sociology, Computer Science | Institution: Ohio State University |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 1985 to Present | Employer: Undisclosed | Title: President | Department: |
Responsibilities:He consults to insurance agencies and companies on all maters dealing with the value and operation of insurance agencies. |
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| Years | Employer | Title | Department |
| Years: 1980 to 1985 | Employer: Insurance Co. of North America | Title: Manager | Department: Agency Consulting Department |
Responsibilities:Consulted with Partner and exclusive (COMPAR) agents for INA. Managed team consulting for agents nationwide. |
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| Years | Employer | Title | Department |
| Years: 1976 to 1980 | Employer: Colonial Penn Insurance Company | Title: Operations Manager | Department: P&C Division |
Responsibilities:Created P&C division and managed the operations of personal lines sales and service to AARP and NRTA members countrywide. |
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| Years | Employer | Title | Department |
| Years: 1969 to 1976 | Employer: Aetna Life and Casualty | Title: Sr. Underwriter/Marketing Manager | Department: |
Responsibilities:Fast-tracked through the underwriting department into management of regional group of insurance agencies |
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Additional Experience
| Expert Witness Experience |
|---|
| Numerous cases, depositions and trials. |
| Training / Seminars |
|---|
| Expert has conducted and delivered several hundred seminars on Agency Valuation, Mergers and Acquisitions, Producer Compensation, Incentive Compensation, Strategic Planning, Agency Automation, Sales and Marketing Programs and Management for Association groups and company groups throughout the U.S. since 1985 |
| Marketing Experience |
|---|
| Expert has published the PIPELINE, a monthly national newsletter for insurance agency principals and managers since 1987. He maintains a live database of several thousand insurance agency financial reports and generates Composite Groups to the industry on an annual basis. His firm is a leading valuer of insurance agencies. |
Fields of Expertise
alternative dispute resolution, dispute, insurance claim, title insurance claim, flood insurance, arbitration, business development, competitive analysis, organizational development, productivity improvement, strategic market planning, strategic planning, business analysis, business management, business operations, business process management, business valuation, incentive compensation plan, management, productivity measurement (quantity), insurance agency evaluation, life insurance arbitration, alternative dispute resolution procedure, intellectual property alternative dispute resolution, ownership, incentive, insurance agency, insurance underwriting, casualty underwriting, compensation dispute, business insurance, no-fault insurance