22 Insurance Agents/Brokers Standard Of Care Expert Witnesses Found

Results Sorted Below by State

David L. Stegall, CPCU, ARM, ARe, RPA Risk Consulting & Expert Services

Mountain Brook, Alabama
Insurance, Risk Management - Bad Faith, Usual & Customary Practices, Standard of Care, Fair Claim Practices, Alternative Risk, Self-Insurance, Reinsurance, Bonds, Property & Casualty Insurance, Errors & Omissions, Professional Liability for Agents, Brokers, Underwriters, Managing General Agents & Underwriting, Hurricane & Flood
David Stegall has over 43 years of insurance, reinsurance, bond and risk management industry experience. He is a Chartered Property & Casualty Underwriter, an Associate in Risk Management, an Associate in Reinsurance and a Registered Professional Adjuster. He has experience as an underwriter, an agent, a broker, a surety bond producer, a reinsurer, a managing general agent, a third-party administrator, a captive manager, a self- insured fund executive, a risk management consultant, an expert witness and has been retained as an arbitrator. He was President of the Society of Risk Management Consultants in 2017 and continues to serve on the Board of Directors. Mr....

Neal Bordenave, JD, CPCU, RPLU, ARM, AIC RiskPro Insurance Services, Inc.

Arizona
Insurance, Insurance - Broker/Agent Standard of Care, Bad Faith, Insurance Industry Customs and Practices, Property & Casualty, Life, Annuities, Excess & Surplus, Managing General Agent, Health, Surety, Professional Liability, Underwriting, Claims Practices,
More than 35 years experience in the insurance industry. President/CEO of RiskPro Insurance Services, Inc., Professor of Risk Management and Insurance at California State University Chico (Retired 2022) Established Expert Witness Practice in 2009. As of January 2023, more than 400 retentions and testifying in Deposition, Trial and Arbitration more than 100 times. Education includes Juris Doctor (JD), BS Business Administration/Finance. Chartered Property Casualty Underwriter (CPCU) Registered Professional Liability Underwriter (RPLU) Associate in Risk Management (ARM) Associate in Claims (ARM) Primary States for expert work include, California, Arizona, Nevada, Oregon, Washington, Utah, Colorado and Texas

Daniel G Fink, CIC, CRM, CPCU, CRIS, AAI Insurance Expert Witness

Phoenix, Arizona
Insurance - Insurance Agent/Broker Standard of Care, Insurance Bad Faith, Insurance Agents errors and omissions, Insurance Coverage, Insurance Coverages, and Claims, Insurance Industry Claim handling standards, Workers Compensation insurance, Auto Insurance, UM & UIM Insurance, Home Insurance, Insurance Disput
Daniel Fink, [email protected], is an active insurance agent and instructor with over 35 years of experience. He has earned the CIC, CRM, CPCU, CRIS, & AAI insurance certifications. As an insurance instructor, he teaches continuing education & certification classes for the CIC, CISR, and CRIS programs. Daniel is a good communicator (BA in Journalism and English) combined with an extensive background in insurance. He served as President of the IIABAZ (Arizona Agents Association) and has worked on the Arizona insurance licensing exam. Daniel has served as an expert witness for many years with plaintiffs and defendants, reviewing insurance agent standard of care, claims handling, policy and coverage reviews, and bad faith/unfair claim practices.

Advisors / Experts @MCS Associates National Expert Witness/Consulting Group

Tustin, California
Real Estate, Insurance - Residential, Commercial, Industrial, Construction, SBA, Lending, Appraisal, RESPA/TIL, Broker standards, Escrow, Title insurance, Leasing, Property management, Foreclosure, Agent/Broker duties, Insurance underwriting, Claims, Bad faith, Life, Health, Disability, Property/Casualty, Reinsurance, etc.
MCS Associates (established 1973) is a nationwide specialist expert witness and litigation consulting group that concentrates in seven key areas:  Banking and Lending  Securities & Investments  Investment Banking & Finance  Financial Services  Insurance  Real Estate  Damages, Economic Analysis & Forensic Accounting Our company takes greater pride and care in identifying and selecting the right experts with the specific specialized expertise needed for each assignment, and we undertake expert witness assignments throughout the United States....

Robert M Anderson, CPCU The Anderson Edge

Newport Beach, California
Insurance, Risk Management - Insurance Broker Standard of Care, Insurance Federal Cases, Rule 26, Insurance Pollution, Umbrella Insurance, Excess Insurance, Insurer Bad Faith, Insurance Coverage, Construction Defect Insurance, Insurance Manuscript Policies, Insurance Custom and Practice, Property Casualty Insurance
Trusted by 32 of the Top 100 Insurance Law Firms Bob began his career as a casualty underwriter for Pacific Indemnity Company (Chubb) and later for Industrial Indemnity Company. Bob also served as president, chief executive officer, and chairman of the board of well-known Anderson & Anderson Insurance Brokers. Over nearly 30 years, he built Anderson & Anderson from a four-person company to the fifth-largest brokerage firm in California until the time of its sale to AON Corporation. At Aon, Bob was the president of the Aon Advantage Group which advised 20 industry practice leaders such as the Hospitality Group which insured Hotels, Resorts, and Casinos. Bob attended the Harvard Business School’s OPM program which is similar to its MBA program. He earned his CPCU (Chartered Property Casualty Underwriter) designation in 1970 from the American Institute for Property and Liability Underwriters, Inc....

Neal Bordenave, JD, CPCU, RPLU, ARM, AIC RiskPro Insurance Services, Inc.

California
Insurance, Insurance - Broker/Agent Standard of Care, Bad Faith, Insurance Industry Customs and Practices, Property & Casualty, Life, Annuities, Excess & Surplus, Managing General Agent, Health, Surety, Professional Liability, Underwriting, Claims Practices,
More than 35 years experience in the insurance industry. President/CEO of RiskPro Insurance Services, Inc., Professor of Risk Management and Insurance at California State University Chico (Retired 2022) Established Expert Witness Practice in 2009. As of January 2023, more than 400 retentions and testifying in Deposition, Trial and Arbitration more than 100 times. Education includes Juris Doctor (JD), BS Business Administration/Finance. Chartered Property Casualty Underwriter (CPCU) Registered Professional Liability Underwriter (RPLU) Associate in Risk Management (ARM) Associate in Claims (ARM) Primary States for expert work include, California, Arizona, Nevada, Oregon, Washington, Utah, Colorado and Texas

Frank M Campbell, CLU, ChFC Stratus Financial Partners

Riverside, California
Insurance, Financial - Life Insurance, Annuity, Annuities, Suitability, Lapse, Life Settlement, Renewal, Conversion, Estate Planning, Disability Insurance, Long Term Care Insurance, Bad Faith, Beneficiary, trusts, STOLI, TOLI, Standard of Care, Expiration, Misrepresentation, Life/Disability Analyst, Broker, Agent
Expert in Whole and Term Life, Disability and Long-Term Care Insurance as well as variable and fixed annuities. 30+ years’ experience as a high-producing agent with a Fortune 500 insurer. Past Life & Qualifying Member of Million Dollar Round Table – a trade group of top insurance producers. Chartered Life Underwriter. Chartered Financial Consultant. Licensed Life and Disability Analyst. Has reviewed and analyzed hundreds of insurance policies for issues such as suitability, expiration, beneficiaries, conversion, termination, reinstatement, value, and health of the insurer.

David L. Stegall, CPCU, ARM, ARe, RPA Risk Consulting & Expert Services

California
Insurance, Risk Management - Bad Faith, Usual & Customary Practices, Standard of Care, Fair Claim Practices, Alternative Risk, Self-Insurance, Reinsurance, Bonds, Property & Casualty Insurance, Errors & Omissions, Professional Liability for Agents, Brokers, Underwriters, Managing General Agents & Underwriting, Hurricane & Flood
David Stegall has over 43 years of insurance, reinsurance, bond and risk management industry experience. He is a Chartered Property & Casualty Underwriter, an Associate in Risk Management, an Associate in Reinsurance and a Registered Professional Adjuster. He has experience as an underwriter, an agent, a broker, a surety bond producer, a reinsurer, a managing general agent, a third-party administrator, a captive manager, a self- insured fund executive, a risk management consultant, an expert witness and has been retained as an arbitrator. He was President of the Society of Risk Management Consultants in 2017 and continues to serve on the Board of Directors. Mr....

Pauline Thomas, CRM, CIC, ARM, CISR Effective Risk Management

Costa Mesa, California
Insurance, Risk Management - Insurance, Risk Management, 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
...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....

Justin D. Watts ICC Certified Building Inspector

Rancho Santa Margarita , California
Building Inspection, Construction Defects - home inspection, landlord tenant disputes, substandard housing, construction, building code violations, building inspection, code violations, fire safety, property maintenance, code violations, standards of care, code enforcement, housing inspection, commercial inspection, residential inspection,
...Watts has a diverse inspection background performing thousands of residential, commercial and industrial inspections in evaluation of all construction trades including structural, mechanical, electrical, and plumbing code compliance and construction defects. Mr. Watts has been employed by two government agencies as a Certified Building Inspector and Code Enforcement Officer. As the owner of American Dream Home Inspection, performed thousands of property inspections for home buyers in real estate transactions. Since 2007, he has provided litigation support for dozens of cases for law firms with an approximate 50/50 plaintiff and defendant client ratio. Mr. Watts has testified numerous times in depositions and court trials....

David L. Stegall, CPCU, ARM, ARe, RPA Risk Consulting & Expert Services

District Of Columbia
Insurance, Risk Management - Bad Faith, Usual & Customary Practices, Standard of Care, Fair Claim Practices, Alternative Risk, Self-Insurance, Reinsurance, Bonds, Property & Casualty Insurance, Errors & Omissions, Professional Liability for Agents, Brokers, Underwriters, Managing General Agents & Underwriting, Hurricane & Flood
David Stegall has over 43 years of insurance, reinsurance, bond and risk management industry experience. He is a Chartered Property & Casualty Underwriter, an Associate in Risk Management, an Associate in Reinsurance and a Registered Professional Adjuster. He has experience as an underwriter, an agent, a broker, a surety bond producer, a reinsurer, a managing general agent, a third-party administrator, a captive manager, a self- insured fund executive, a risk management consultant, an expert witness and has been retained as an arbitrator. He was President of the Society of Risk Management Consultants in 2017 and continues to serve on the Board of Directors. Mr....

David L. Stegall, CPCU, ARM, ARe, RPA Risk Consulting & Expert Services

Florida
Insurance, Risk Management - Bad Faith, Usual & Customary Practices, Standard of Care, Fair Claim Practices, Alternative Risk, Self-Insurance, Reinsurance, Bonds, Property & Casualty Insurance, Errors & Omissions, Professional Liability for Agents, Brokers, Underwriters, Managing General Agents & Underwriting, Hurricane & Flood
David Stegall has over 43 years of insurance, reinsurance, bond and risk management industry experience. He is a Chartered Property & Casualty Underwriter, an Associate in Risk Management, an Associate in Reinsurance and a Registered Professional Adjuster. He has experience as an underwriter, an agent, a broker, a surety bond producer, a reinsurer, a managing general agent, a third-party administrator, a captive manager, a self- insured fund executive, a risk management consultant, an expert witness and has been retained as an arbitrator. He was President of the Society of Risk Management Consultants in 2017 and continues to serve on the Board of Directors. Mr....

Brent Winans, CPCU, ARM Clear Advantage Risk Management

Delray Beach, Florida
Insurance, Risk Management - Insurance Agency Standards, Insurance Agent/Broker Duties, Insurance Agent/Broker Liability, Insurance Agents Errors and Omissions, Insurance Broker Duties, Insurance Errors and Omissions, Insurance Wholesale Broker/MGA Liability, Insurance Agent/Broker Standard of Care, Wholesale Broker Duties
Brent Winans focuses his expert witness practice on insurance agent/broker standard of care cases. . He has served as an expert on approximately 120 agent E&O cases in fifteen states and authors “Expert Commentary” articles on insurance agent E&O for the International Risk Management Institute (IRMI). He teaches a Continuing Legal Education class on insurance agent/broker standard of care which has been approved for one hour of CLE. He holds the CPCU and ARM designations and a Bachelor of Science Degree from Lincoln Christian University. He is licensed as a resident General Lines Insurance Agent in Florida and a non-resident Insurance Producer in New Jersey. In his 40 years in the insurance industry, he has become expert in the custom and practice of retail and wholesale insurance brokers as viewed from many perspectives. He began his career as a State Farm agent, then became an independent agent....

David L. Stegall, CPCU, ARM, ARe, RPA Risk Consulting & Expert Services

Georgia
Insurance, Risk Management - Bad Faith, Usual & Customary Practices, Standard of Care, Fair Claim Practices, Alternative Risk, Self-Insurance, Reinsurance, Bonds, Property & Casualty Insurance, Errors & Omissions, Professional Liability for Agents, Brokers, Underwriters, Managing General Agents & Underwriting, Hurricane & Flood
David Stegall has over 43 years of insurance, reinsurance, bond and risk management industry experience. He is a Chartered Property & Casualty Underwriter, an Associate in Risk Management, an Associate in Reinsurance and a Registered Professional Adjuster. He has experience as an underwriter, an agent, a broker, a surety bond producer, a reinsurer, a managing general agent, a third-party administrator, a captive manager, a self- insured fund executive, a risk management consultant, an expert witness and has been retained as an arbitrator. He was President of the Society of Risk Management Consultants in 2017 and continues to serve on the Board of Directors. Mr....

David L. Stegall, CPCU, ARM, ARe, RPA Risk Consulting & Expert Services

Illinois
Insurance, Risk Management - Bad Faith, Usual & Customary Practices, Standard of Care, Fair Claim Practices, Alternative Risk, Self-Insurance, Reinsurance, Bonds, Property & Casualty Insurance, Errors & Omissions, Professional Liability for Agents, Brokers, Underwriters, Managing General Agents & Underwriting, Hurricane & Flood
David Stegall has over 43 years of insurance, reinsurance, bond and risk management industry experience. He is a Chartered Property & Casualty Underwriter, an Associate in Risk Management, an Associate in Reinsurance and a Registered Professional Adjuster. He has experience as an underwriter, an agent, a broker, a surety bond producer, a reinsurer, a managing general agent, a third-party administrator, a captive manager, a self- insured fund executive, a risk management consultant, an expert witness and has been retained as an arbitrator. He was President of the Society of Risk Management Consultants in 2017 and continues to serve on the Board of Directors. Mr....

David L. Stegall, CPCU, ARM, ARe, RPA Risk Consulting & Expert Services

Massachusetts
Insurance, Risk Management - Bad Faith, Usual & Customary Practices, Standard of Care, Fair Claim Practices, Alternative Risk, Self-Insurance, Reinsurance, Bonds, Property & Casualty Insurance, Errors & Omissions, Professional Liability for Agents, Brokers, Underwriters, Managing General Agents & Underwriting, Hurricane & Flood
David Stegall has over 43 years of insurance, reinsurance, bond and risk management industry experience. He is a Chartered Property & Casualty Underwriter, an Associate in Risk Management, an Associate in Reinsurance and a Registered Professional Adjuster. He has experience as an underwriter, an agent, a broker, a surety bond producer, a reinsurer, a managing general agent, a third-party administrator, a captive manager, a self- insured fund executive, a risk management consultant, an expert witness and has been retained as an arbitrator. He was President of the Society of Risk Management Consultants in 2017 and continues to serve on the Board of Directors. Mr....

Paul W Burkett, JD, CPCU, CIC, ARM,CRM, ALCM Snoaspen Insurance Group, Inc.

Reno, Nevada
Insurance, Risk Management - Insurance Company Good and Bad Faith Expert Witness; Agent/Broker Standard of Care Expert Witness; Insurance Industry Custom and Practices Expert Witness; Risk Management Consulting and Expert Witness; Business Contract Insurance Clause Analysis and Application Expert Witness; Ins.Claims Dispute
Paul Burkett is the President and CEO of Snoaspen Insurance Group, Inc. Paul began his career as a Loss Control Representative for SAFECO Insurance Company after serving as an Officer in the United States Air Force. During his career with SAFECO, Paul served as a Loss Control Supervisor, Loss Control Manager, Commercial Sales Representative, Division Commercial Lines Underwriting Manager, and Regional Workers Compensation Manager. From Safeco Insurance Company, Paul worked for Frank B. Hall & Company as a Vice President in charge of Risk Management Services. Paul was responsible for design and implementation of alternative insurance programs such as pools, self-insurance, and captives. From Frank B. Hall, Paul assisted in establishing the Meadowbrook of Colorado office and focused on developing specialized group programs. Paul assisted in establishing TUITIONGard which specialized in coverage for private student loans provided through banks in the United States.

Kym Martell, CRM, CIC, AAI, CRIS, MLIS KM Associates

Allenhurst, New Jersey
Insurance, Risk Management - Agent/Broker Duties & Responsibilities, Insurance Errors & Omissions, E&O, Standards of Care, Insurance, Personal Lines, Commercial Lines, Property & Casualty, Property/Liability, Insurance Coverage Disputes
38 years’ experience as an insurance & risk management professional with a diverse background in both agency and company operations. In 1995, I began my own training and consulting firm specializing in training for property & casualty professionals. Practice includes continuing education training, specialized training programs, E&O loss control audits, E&O loss control training, Performance Coaching, and Expert witness & litigation support services. Speaker and presenter for various professional and private organizations on property and casualty insurance, errors & omissions, national certification programs, Accredited Customer Service Representative (ACSR), Construction Risk Specialist (CRIS), Accredited Advisor of Insurance (AAI), including Big I NJ, and IIABA, as an approved instructor to facilitate E&O Risk Management Program.

David L. Stegall, CPCU, ARM, ARe, RPA Risk Consulting & Expert Services

New York
Insurance, Risk Management - Bad Faith, Usual & Customary Practices, Standard of Care, Fair Claim Practices, Alternative Risk, Self-Insurance, Reinsurance, Bonds, Property & Casualty Insurance, Errors & Omissions, Professional Liability for Agents, Brokers, Underwriters, Managing General Agents & Underwriting, Hurricane & Flood
David Stegall has over 43 years of insurance, reinsurance, bond and risk management industry experience. He is a Chartered Property & Casualty Underwriter, an Associate in Risk Management, an Associate in Reinsurance and a Registered Professional Adjuster. He has experience as an underwriter, an agent, a broker, a surety bond producer, a reinsurer, a managing general agent, a third-party administrator, a captive manager, a self- insured fund executive, a risk management consultant, an expert witness and has been retained as an arbitrator. He was President of the Society of Risk Management Consultants in 2017 and continues to serve on the Board of Directors. Mr....

Neal Bordenave, JD, CPCU, RPLU, ARM, AIC RiskPro Insurance Services, Inc.

Bend, Oregon
Insurance, Insurance - Broker/Agent Standard of Care, Bad Faith, Insurance Industry Customs and Practices, Property & Casualty, Life, Annuities, Excess & Surplus, Managing General Agent, Health, Surety, Professional Liability, Underwriting, Claims Practices,
More than 35 years experience in the insurance industry. President/CEO of RiskPro Insurance Services, Inc., Professor of Risk Management and Insurance at California State University Chico (Retired 2022) Established Expert Witness Practice in 2009. As of January 2023, more than 400 retentions and testifying in Deposition, Trial and Arbitration more than 100 times. Education includes Juris Doctor (JD), BS Business Administration/Finance. Chartered Property Casualty Underwriter (CPCU) Registered Professional Liability Underwriter (RPLU) Associate in Risk Management (ARM) Associate in Claims (ARM) Primary States for expert work include, California, Arizona, Nevada, Oregon, Washington, Utah, Colorado and Texas

David L. Stegall, CPCU, ARM, ARe, RPA Risk Consulting & Expert Services

Pennsylvania
Insurance, Risk Management - Bad Faith, Usual & Customary Practices, Standard of Care, Fair Claim Practices, Alternative Risk, Self-Insurance, Reinsurance, Bonds, Property & Casualty Insurance, Errors & Omissions, Professional Liability for Agents, Brokers, Underwriters, Managing General Agents & Underwriting, Hurricane & Flood
David Stegall has over 43 years of insurance, reinsurance, bond and risk management industry experience. He is a Chartered Property & Casualty Underwriter, an Associate in Risk Management, an Associate in Reinsurance and a Registered Professional Adjuster. He has experience as an underwriter, an agent, a broker, a surety bond producer, a reinsurer, a managing general agent, a third-party administrator, a captive manager, a self- insured fund executive, a risk management consultant, an expert witness and has been retained as an arbitrator. He was President of the Society of Risk Management Consultants in 2017 and continues to serve on the Board of Directors. Mr....

David L. Stegall, CPCU, ARM, ARe, RPA Risk Consulting & Expert Services

Texas
Insurance, Risk Management - Bad Faith, Usual & Customary Practices, Standard of Care, Fair Claim Practices, Alternative Risk, Self-Insurance, Reinsurance, Bonds, Property & Casualty Insurance, Errors & Omissions, Professional Liability for Agents, Brokers, Underwriters, Managing General Agents & Underwriting, Hurricane & Flood
David Stegall has over 43 years of insurance, reinsurance, bond and risk management industry experience. He is a Chartered Property & Casualty Underwriter, an Associate in Risk Management, an Associate in Reinsurance and a Registered Professional Adjuster. He has experience as an underwriter, an agent, a broker, a surety bond producer, a reinsurer, a managing general agent, a third-party administrator, a captive manager, a self- insured fund executive, a risk management consultant, an expert witness and has been retained as an arbitrator. He was President of the Society of Risk Management Consultants in 2017 and continues to serve on the Board of Directors. Mr....