Our Service Offerings
Clear Vision Services
"Insurance is confusing and I don't understand a word my agent says!" Or, "I can't believe that after all of the premiums I have paid, the first claim I have is denied."
If these statements sound familiar, we can help. We are not insurance sales people and take an altruistic, unbiased view of your risk exposures and insurance solutions.
We have the background, knowledge and ability to:
Insurance Agents & Brokers
Best in Class Agency Development
Every agency is looking to increase revenue and retain a higher percentage of their clients. In order to do so, the agency must identify and correct weak points in your sales and service teams and "broker-proof" their accounts. Some of the projects that clients have asked us to perform:
Professional Development Tools
To gain access to the best clients and produce higher fees and commissions, your sales and services teams must have the technical skills and tools to command their attention.
We can provide you with the following:
Errors & Omissions Loss Control
The best thing an agency can do is risk manage their own risk. A benefit of proactively increasing professional standards is a reduction in E & O exposure. Unfortunately, you can do everything right and still become a litigation target. If the worst happens, once you shake off that sinking feeling in the pit of your stomach, call us. We can help you work with your E & O insurance carrier and attorney, at the start of litigation and actively assist in seeking proper defense strategies. If the issue cannot be resolved, our experts can work directly with your legal counsel as a standard of care expert witness.
Gold Standard Services
Some insurance companies have their own internal technical training program. Many pay a significant amount of money to send their employees to generic industry training. You can have an education program customized for your needs, focused on your own underwriting standards and exclusively on your own product portfolio.
We have the background, knowledge and skills to provide that training:
Litigation & Claims Services
Our depth of experience in property and casualty insurance industry is unparalleled and makes us an invaluable resource to counsel representing insurance agents in standard of care; insurance company bad faith; plaintiff insurance buyers; general insurance litigation.
We can provide file analysis, policy or claims review, coverage consultation, defense strategies or expert testimony for agent / broker standard of care at deposition and trial. We have been approved as a qualified expert in a number of state trial courts as well as federal district court. As expected, a confidential review of all parties is performed for conflict of interest prior to accepting any engagement.