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Directors & Officers Liability Insurance ( D & O) Consultants

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MBA, CPCU, RPLU, RF, ACI
6117 Waller Lane
Colleyville TX 76034
USA
phone: 817-481-4561
fax: 817-488-1577
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Commercial insurance underwriting expert experienced in policy construction and coverage analysis. Areas of underwriting expertise include Commercial General Liability, Excess and Umbrella liability, Professional liability including E&O, D&O, Environmental and Pollution liability insurance, Commercial Automobile and Commercial Property insurance.

In depth experience and knowledge of insurance rating plans including retrospective rating plans, captives, retention plans and other risk financing programs, coordination of coverage and reinsurance.

For CV and cases please visit www.qleapsolutions.com
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Burl Daniel
President
3880 Hulen, Suite 410
Fort Worth TX 76107
USA
phone: 817-980-4897
fax: 817-887-5231
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Burl Daniel, CPCU, CIC, CRM entered the Insurance Industry in 1973 and was an Insurance Agency Principal for twenty three years. He is retained as a Property and Casualty Insurance Expert Witness by attorneys representing policyholder insureds, carriers and third parties. Wide expertise in a majority of Property and Casualty insurance lines was developed over 40+ years. In the legal community he is well-known as responsive to attorney inquiries, depth of insurance experience and attention to detail. Credibility results from methodical analysis, independent research, concise reports and clear-cut answers to deposition and trial questions.

Mr. Daniel maintains the professional designations CPCU (Chartered Property Casualty Underwriter), CIC (Certified Insurance Counselor), and CRM (Certified Risk Manager) and holds a BBA-Insurance from the University of Texas. His teaching credentials include serving as Adjunct Professor of Insurance with two Texas universities; he holds Property-Casualty and Risk Manager licenses.

Areas of Expertise:
  • Insurance Agent Error & Omission
  • Insurance Bad Faith
  • Claims Handling Practices
  • Surplus Lines Insurance
  • Commercial Auto Insurance
  • Commercial General Liability
  • Products Liability Insurance
  • Commercial Umbrella Insurance
  • Professional Liability Insurance
  • Directors and Officers Liability
  • Employment Practices Liability
  • Workers Compensation
  • Property Insurance Expert
  • Business Interruption Insurance
  • Boiler & Machinery-Equipment Breakdown
  • Flood Insurance
  • Ocean Marine Insurance
  • Inland Marine Insurance
  • Crime Insurance / Fidelity Bonds
  • Personal Auto
  • Homeowners Insurance
  • Watercraft / Boats
  • Personal Umbrella
  • Mr. Daniel has four decades insurance experience with a diverse set of industries:
    • Contractors - General & Artisan
    • OCIP-CCIP
    • Real Estate
    • Manufacturing
    • Wholesale / Warehousing
    • Retailers
    • Import / Export
    • Oil jobbers
    • Transportation / Truckers
  • Utilities
  • Professional Services
  • Science and Tech Services
  • Computer & Information Technology
  • Non -profit organizations
  • Insurance Companies
  • Banks
  • Agriculture
  • Wildlife Parks
  • 1/23/2012 · Insurance
    Insurance attorneys are busy people! No two cases are the same! Attorneys face weekly court filings, deposition schedules, and courthouse deadlines. Not to mention phone calls and counseling clients on a daily basis.

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    Fisher Consulting Group
    Frederick J. Fisher
    Professional Liability Consultant
    214 Main Street
    Ste 181
    El Segundo CA 90245
    USA
    phone: 310-413-6200
    fax: 310-356-3355
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    Frederick J. Fisher, JD, is the President of Fisher Consulting Group, Inc. and was the Founder of E.L.M. Insurance Brokers, a Wholesale & MGA facility specializing in Professional Liability and Specialty Line risks. He is a Member of the Editorial Board for Agents of America; a Faculty Member of the Claims College, and Member of the Executive Council, School of Professional Lines sponsored by the Claims & Litigation Management Association and a course designer and webinar Instructor for the Academy of Insurance.

    Consulting - Since his career began, Mr. Fisher focused on one vision: providing financial security to the client. The result was a successful 40 year career in Specialty Lines Insurance which have resulted in substantial cost savings for clients. He provides consulting and audit services in all areas of Professional Liability, D&O, and EPLI Insurance. This includes Processes, Underwriting, Claims, and Product Distribution.

    Background - In 1975, Mr. Fisher began his career on the service side, as an Independent E&O claims adjuster. In 1982, he bought the Company and increased annual billings by 400% in only 4 years.

    In 1995, he formed what is now known as ELM insurance Brokers, a firm that has acted as an MGA and Wholesale Broker of Professional Liability Insurance and Specialty Lines. From nothing, the firm grew rapidly to a $30 Million dollar facility when sold in 2008.

    Author and Speaker - Frederick Fisher has lectured extensively on professional liability issues since 1978, and authored over 64 articles in trade journals and periodicals. He is the author of BROKER BEWARE, Selling Real Estate within the Law. Mr. Fisher remains a Special Materials Expert for several RPLU courses and is the Senior Technical Advisor for The Professional Liability Manual, first published by the International Risk Management Institute in 1990. He has taught over 100 CE classes and lectures.

    Mr. Fisher can be reached at: fjfisher@fishercg.com

    View Frederick Fisher's Expert Witness Profile.
    4/28/2017 · Insurance
    Insurance defense attorneys inhabit a confusing world in which even the "routine case" may need an expert witness for trial or a consultant to help with an early evaluation for settlement purposes. The legal precedents, regulations, and such don't often say what the profession's standard of care in the community is in the exact situation.

    3/12/2015 · Insurance
    Rarely are clients immediately aware of the wrongful or erroneous actions of the "professional" they trusted to perform specific duties or services; mainly because "professional" acts or errors do not or only seldom cause immediate injury. A "professional's" wrongful acts or errors may not manifest in client injury until long after the act is perpetrated or the error is committed.

    1/28/2015 · Insurance
    Two mutually exclusive goals are beginning to result in apparently unintended results within the executive and professional liability markets. The quest for underwriting profits and the desire to develop clear (to whatever extent possible) coverage language have rapidly changed the coverage landscape within these two lines of coverage.

    12/22/2014 · Insurance
    The 35-year history of the claims-made policy form has not brought it stability or standardization. In fact, claims-made forms have begun to incorporate with increasing frequency additional and exclusionary language that is unfavorable to the policyholder.

    11/20/2014 · Insurance
    The claims audit is the anathema of day-to-day claim operations. Nothing is more disruptive. Yet, if properly defined, nothing is more informative and helpful in improving a claim management program. This article will examine the need for a regular auditing program and provide a recipe for a three-dimensional approach to the process in order to maximize the accuracy of the audit results.

    Professional liability claim management is a unique area of insurance claim responsibilities. Indeed, there are as many ways to supervise, manage, and investigate professional liability claims as there are different lines of professional liability coverage. This article will address the key issues that are involved in the investigation and resolution of nonmedical and non-D&O claims under professional liability policies.

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    Guy C. Hatfield, CPCU, CIC
    1735 Post Rd
    Unit 5
    Fairfield CT 06824
    USA
    phone: 203-256-5660
    fax: (203) 256-5666
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    Hatfield Insurance Agency, Inc., family owned and managed since 1905, is a full service Insurance Brokerage providing custom Personal and Commercial Insurance consultation and placement of policies as well as expert witness testimony for attorneys. With a client retention of 90%, they have represented many businesses and families for over 3 generations.

    Hatfield Insurance Intro Video
    Guy Hatfield Video Introduction


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    Guy C. Hatfield, CPCU, CIC, has been a Principal in the Hatfield Insurance Agency since 1977. Founded in 1905 by his Grandfather, the Agency specializes in personal and commercial property/casualty insurance.

    Although primarily a broker/agent, Mr. Hatfield has gravitated into consulting and providing expert witness services for attorneys for the past 25 years. He is prepared to opine on the duties and conduct of insurance agents/brokers, coverage disputes, and the operations of insurance companies. He has access to other experienced professionals and experts for specific assignments. His analysis/testimony is concise and persuasive. 90% of this experts income is derived as an agent/broker which has provided the credibility needed as an expert. References and testimonials on this are available upon request. More information can be obtained on the website: hatfieldinsuranceagency.com

    View Guy Hatfield's Expert Witness Profile.
    8/28/2017 · Insurance
    I have been active as an insurance agent/broker for 40 years. 20 years ago I was referred to an attorney by a fellow CPCU colleague to be a so called "expert". The case involved an agent who failed to provide workers compensation benefits to an ongoing commercial concern. I was hired by the plaintiff's attorney to opine on the conduct of the agent. Since this was a fundamental error on the part of the agent, the case was soon settled in favor of the plaintiff. This was my introduction to being an expert. I found I enjoyed the experience and it was a nice contrast to sales and insurance administration.

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    Ty R. Sagalow
    Management and Professional Liability Expert
    2 World Financial Center
    30th Floor
    New York NY 10281
    USA
    phone: 917-620-2174
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    Innovation Insurance Group, LLC is a consulting firm to the insurance industry providing a broad range of professional services including the development and launch of new insurance products and services, and expert witness services. The firm delivers high quality services to the insurance industry, law firms as well as to entrepreneurs seeking access to the insurance industry.

    The firm's Principal, Ty Sagalow, is a 30-year veteran of the Insurance Industry who specializes in Directors and Officers Liability Insurance and Professional Liability Insurance (including cyber). He is the former chief underwriting officer and general counsel for the largest provider of management and professional liability insurance in the world and the former chief operating officer of a major provider of network security insurance.

    Mr. Sagalow is widely credited as the major author of the modern D&O policy form used in the industry and has spoken before numerous venues on the subject of directors and officers liability and insurance. He is the author of a number of works on the subject including The D&O Handbook published by the National Association of Corporate Directors. He is also the author of the foundation work on cyber-insurance, @Risk - the definitive guide to cyber-risk insurance and reinsurance issues.

    View Ty Sagalow's Expert Witness Profile.

    The firm's two practice groups are:

    Expert Witness Services - Provide expert reports and testimony in litigation or claims disputes involving the "financial lines" product group including directors and officers insurance, professional liability insurance and security & privacy (cyber) insurance.

    Product Development - Full end to end high quality services to the insurance industry for new product development and launch of new products. These services can be applied to new products from simply "rewrites" to New to the Market products for emerging risks, such as reputation risk, intellectual property, supply chain, climate change as well as many others.
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    Insurance Education Corporation
    Ivan E. Cohen, RF, ARM, CRM, CIC, AAI, MLIS, CRIS,CPIA
    President
    72 Gleneida Avenue
    Carmel NY 10512
    USA
    phone: 845-225-4100
    fax: 845-225-1978
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    Ivan E. Cohen RF, ARM, CRM, CIC, AAI, MLIS, CRIS, CPIA, has 38 years of experience in the Insurance Industry serving as an agent and broker. In 1979, he opened his own agency where he still serves as president.

    Mr. Cohen served for 13 years as a senior adjunct professor at Westchester Community College in the Banking, Insurance, and Real Estate curriculum and also served on the curriculum advisory committee. He has taught for the Risk and Insurance Management Society, The National Alliance, Professional Insurance Agents of New York, Connecticut and New Jersey, Independent Insurance Agents and Brokers of New York and provides training and continuing education courses for agencies and companies.

    Mr. Cohen is a member of the Global Risk Management Institute, an associate member of the Risk and Insurance Management Society and holds the distinction of being a RIMS Fellow and a contributing insurance columnist for Risk Management Magazine

    Mr. Cohen delivers presentations and seminars throughout the country on topics including:

    Errors & Omissions - Agency Management - Risk Management - Law & Ethics - Casualty Coverage - Property Coverage

    View Ivan Cohen's Expert Witness Profile.
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    ALL States
    USA
    phone: 215-736-2980
    fax: 215-736-2986
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    Insurance Expert Network, LLC (IEN) is a network which provides access to over 500 highly qualified, reliable Insurance Experts with Litigation Management, Insurance Industry, Mediation, Arbitration and Expert Witness experience. Staffed by Insurance Industry Professionals, they easily discern requisite skills necessary to properly and fully support the Client. IEN is the only referral service providing insurance experts exclusively.

    IEN provides experts for both plaintiffs and defendants

    The experts in IEN are dedicated to their critical role in litigation, whether it be educating counsel on nuances of insurance, assisting attorneys in determining the merit of a case, testing potential evidence or testifying in a deposition or trial.

    IEN provides in-depth knowledge of the Insurance Industry and maintains a listing of over 120 Specialized Insurance Areas. The following is a sample of these areas:
    • Actuary
    • Automobile Insurance
    • Bad Faith
    • Binders
    • Business Interruption
    • Captives
    • Construction Defects
    • Credit Insurance
    • Directors & Officers
    • Excess & Surplus Lines
    • Fidelity
    • Fraud
    • General Liability
    • Insurance Accounting
    • Insurance Business Processes
    • Life & Health Insurance
    • Marine Insurance
    • Misrepresentation
    • Producer Errors & Omissions
    • Producer Standards & Practices
    • Production Development
    • Professional Liability
    • Property Insurance
    • Regulatory Compliance
    • Reinsurance
    • Surety
    • Workers Compensation
    View the Complete List of Specialized Insurance Areas

    The IEN Advantage:
    1. There is no charge for referrals.
    2. Generally, a nationwide search and subsequent referral can be completed within 48 hours.
    3. To assist the attorney with the selection process, IEN provides a case-specific statement of qualification from each potential expert.
    4. IEN personnel are highly experienced and knowledgeable about insurance.
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    Guy O. Kornblum
    1388 Sutter Street
    Suite 505
    San Francisco CA 94109
    USA
    phone: 415-440-7800 x2226
    fax: 415-440-7898
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    Guy O. Kornblum has specialized as a trial and appellate lawyer for 40 years. He is certified in Civil Trial Advocacy and Civil Pretrial Practice Advocacy by the prestigious National Board of Trial Advocacy, and is a Fellow of the American College of Certified Attorney Specialists.

    Mr. Kornblum has handled over 4,000 litigated matters to conclusion and has several million dollar plus cases to his credit. He has represented hundreds of clients, small businesses, individuals, and large Fortune 500 corporations during his 40 plus years of practice in his practice. He is highly regarded for his courtroom and appellate skills, and his representation of his clients in mediations, where he has a strong track record of successful settlements.

    Areas of Practice:
    • Personal Injury
    • Wrongful Death
    • Insurance Law
    • Insurance Coverage / Bad Faith Claims
    • Medical and Legal Malpractice
  • Punitive Damage Actions
  • Commercial Disputes
  • Class Actions
  • Nursing Home Negligence & Abuse
  • Elder Abuse
  • Guy Kornblum is a Life Member of the Multi-Million Dollar and Million Dollar Advocate’s Forum, for those attorneys who have achieved multi- million dollar awards or settlements for their clients. He is also a Charter Fellow in the Litigation Counsel of America Trial Lawyer Honorary, a Platinum Member of The Verdict Club, recognized for his “professional excellence in litigation,” and is a Legends Society “Top Lawyer” in the personal injury field and a Silver Member of the Elite Lawyers of America.

    Mr. Kornblum is the author of: Negotiating and Settling Tort Cases: Reaching the Settlement, published by the Thomson West Publishing Company and American Association for Justice, Second Edition, 2013; and co-author of Litigating Insurance Claims: Coverage, Bad Faith and Business Disputes (Wiley & Sons, 1991); and the California Practice Guide: Bad Faith (The Rutter Group, 1986). He also is a contributing author to the California Continuing Education of the Bar’s “Alternative Dispute Resolution in California,” which was published in 2005. He has authored over 200 published articles on trial practice, discovery, civil procedure, and insurance law and related topics.

    View Guy Kornblum's Expert Witness Profile.
    8/30/2017 · Insurance
    One of the best techniques for settling cases at mediation is to take a consultant or expert witness with you to the session or at least have them available by telephone. I have used this approach in many cases with considerable success. The manner in which this is done varies depending on the complexity of the case, the extent of the consultant's or expert's involvement and what disputes or unresolved issues depend on expert testimony.

    Guy O. Kornblum
    A Guide For Those Who Are Victims of Wrongdoing Resulting in Injury or Death
    Guy O. Kornblum
    This book serves as a comprehensive guide to effective settlement techniques in the context of personal injury litigation. It helps you determine a settlement amount, choose the most appropriate form of settlement, and work with clients, mediators, and others to get the best settlement.
    Guy O. Kornblum, William A. Cerillo
    Written by renowned experts, this practical book details analysis and litigation of causalty policies. Explains specific insurance coverage for intellectual property claims, advertising injury, environmental losses, personal injury in business claims and duty to defend. Contains step-by-step strategies for insurance litigation and discusses how to use experts and investigators. Includes a copious amount of useful checklists and practice tips from expert litigator
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    Key Coleman, CPA, CFA, CPCU, ARe
    Director
    1600 Market Street 32nd Floor
    Philadelphia PA 19103
    USA
    phone: 215-297-2325
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    Marcum LLP is a dedicated Accounting, Tax, Business Advisory, Forensic Accounting, and Litigation Support firm that helps both private and public companies across a variety of industries manage their risk, litigation, compliance, financial reporting and productivity to achieve success in their markets.

    Key Coleman, CPA, CFA, CPCU, ARe is a Director in the Insurance Disputes practice of Marcum. Serving the insurance and reinsurance industries, he is one of the few experts nationwide who holds both the CPA and the CPCU designations. Mr. Coleman's consulting services include:
    • Insurance Advisory Services
    • Reinsurance Services
    • TPA / MGA / MGU Audits
    • Ceding Company Audits
  • Forensic and Litigation Services
  • Financial Advisory and Risk Services
  • Business Advisory
  • Key Coleman has over 25 years of experience providing business and financial analysis in the insurance and reinsurance industry. Prior to joining Marcum, he spent the bulk of his career in Chicago where he held high level positions with Grant Thornton LLP and LECG/Smart in their disputes practice. Prior to that, he was a Partner at PricewaterhouseCoopers LLP, where for more than 11 years he provided forensic and dispute analysis in matters involving insurers, reinsurers, brokers, Third Party Administrators (TPAs) and Managing General Agencies (MGAs). Mr. Coleman began his insurance career in industry where he worked more than eight years in reinsurance and direct underwriting management.

    View Key Coleman's Expert Witness Profile.
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    Olie R. Jolstad SCLA, FACFEI
    Principal
    USA
    phone: 214-632-2788
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    Olie R. Jolstad & Associates L.L.C. is an independent insurance and claims consulting firm representing both policyholders and insurance carriers in approximately 200 lawsuits. Our guiding principals are based on a careful review of the facts and evidence of individual cases, consistent with insurance industry customs, practices, and standards.

    Olie R. Jolstad & Associates L.L.C. specializes in:
    • Commercial Insurance Coverage Analysis and Disputes
    • Insurance Claims Handling
    • Broker/Agent Standards of Care
    Principal, Olie R. Jolstad, SCLA, FACFEI, has worked in the Insurance Industry for more than 37 years. Over the span of his career, Mr. Jolstad has worked with various types of civil litigation and forensic insurance policy reconstruction projects on behalf of policyholders.

    His areas of skill, knowledge, and expertise include coverage disputes, unfair and deceptive claims, claim settlement acts and practices concerning general liability, property, commercial auto, personal lines, business interruption, builders’ risk, excess and umbrella liability, aviation, workers’ compensation, loss sensitive rating plans, professional liability, errors and omissions, directors and officers, third-party claims administration, and Lloyd’s of London coverage and analysis.

    View Olie Jolstad's Expert Witness Profile.
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    Scott Stein, ARM
    5550 Glades Rd.
    Ste. 509
    Boca Raton FL 33431
    USA
    phone: 561-495-790
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    Scott Stein, ARM, is an Insurance Industry Expert and Professional Liability Insurance Broker with over 24 years of experience. He has served the last 16 years as an Agency Owner preceded by 7 years at two of the world's largest insurance brokers

    Throughout his career, Mr. Stein has been negotiating and placing the broadest and most comprehensive Professional Liability Insurance with specific emphasis on Legal Malpractice Insurance and Directors and Officers cover; to also include Architects E&O, Accountant Malpractice Insurance, Employment Practice Liability Insurance, Medical Malpractice and Medical Defense coverage, and nearly every other specialty within the Professional Liability Insurance spectrum, as well as Worker's Compensation Insurance.

    Litigation Support - Mr. Stein provides expert witness services to counsel representing both plaintiff and defendant. He has been engaged in excess of 110 cases as an insurance industry expert in the past 10 years. Never disqualified or challenged as an expert by any Court, Mr. Stein has extensive deposition history and trial testimony experience. His cases involve all areas of Broker and Insurance Carrier Standards of Care and his services include depositions, Written reports, and trial testimony when necessary.

    Areas of Expertise:
    • Agent and Broker Procedures
    • Insurance Agent and Broker Liability
    • Insurance Errors and Omissions
    • Broker and Agency Standards of Care
    • Failure to Procure Insurance
    • Claims Management and Handling
    • Insurance Coverage and Placement Issues
    • Insurance Disputes-Sales Practices and Bad Faith
    • Risk Management Practices and Procedures
    • Insurance Contract Review
    • Insurance Proposals- Brokers, Agents, and Agencies
    • Umbrella Liability Exposure and Placement
    • Insurance Compliance- Brokers and Agents
    • Intermediary and Broker Procedures
    • Risk Management Analysis
    • Insurance Company Claims Management and Processing
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    Snoaspen Insurance Group, Inc.
    Paul W. Burkett, JD, CPCU, CIC, ARM,CRM, ALCM
    10775 Double R Blvd
    Reno NV 89521
    USA
    phone: 775-682-4380
    fax: 775-682-4301
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    Paul W. Burkett, JD, CPCU, CIC, ARM,CRM, ALCM, has been CEO of Snoaspen Insurance Group, Inc., since 1995. He has extensive experience:
    • Providing Insurance Risk Management Consultant Services and Policy / Risk Management Program Audit Services to Commercial Clients and Agents/Brokers
    • Providing Personal and Commercial Insurance Policy Coverage training for Agents, Brokers and Risk Managers
    Mr. Burkett 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, he 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, Mr. Burkett worked for Frank B. Hall & Company as a Vice President in charge of Risk Management Services. From Frank B. Hall, Mr. Burkett assisted in establishing the Meadowbrook of Colorado office and focused on developing specialized group programs.

    Paul Burkett delivers seminars as a National Instructor for Certified Insurance Counselor (CIC) Courses, National Instructor for Certified Insurance Service Representative (CISR) Courses and a Nevada Independent Insurance Agents Association Instructor for numerous Personal and Commercial Insurance coverage topics.

    Areas of Expertise:
    • Insurance Company Good and Bad Faith
    • Agent / Broker Standard of Care
    • Insurance Industry Customs and Practices
    • Risk Management
    • Business Contract Insurance Clause Analysis and Application
    • Insurance Coverage Analysis
    • Insurance Claims Disputes Analysis
    View Paul Burkett's Expert Witness Profile.
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    Tommy R. Michaels, CPCU, AIC, ARe, ARM
    PO Box 5236
    Williamsburg VA 23188
    USA
    phone: 860-656-6430
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    T.R. Michaels Claim Consulting, LLC is a Property and Casualty Insurance firm offering:

    Complex Claims Analysis, Negotiation, and Mediation for:
    • Law Firms that have asbestos, environmental, toxic tort or other long tail claims
    • Insured to determine the potential insurance coverage for claims against them
    • Insurance companies or insured to attend mediation
    • Mediation of claims between insurance companies or insurance companies and policyholders
    Insurance Policy Interpretation and Retrieval:
    • Review of Insurance policies to determine coverage available
    • Search for and Assemble documents that provide evidence of insurance coverage
    Claim File Audits for:
    • Reinsurance companies for pre-quote and at-risk claim audits
    • Corporations of third party administrators or insurance companies
    • Insurance companies of managing general agents or underlying carriers
    Principal, Tommy R. Michaels, CPCU, AIC, ARe, ARM is an Insurance Professional with over 45 years of experience in the Property and Casualty Insurance industry.

    Mr. Michaels has worked in the Home Office of a large insurance company determining coverage obligation, providing coverage interpretation, and performing functions of an insurance archaeologist. He has taught insurance courses through Robert Morris College, University of Connecticut, and Society of CPCU, Memphis Chapter.

    Mr. Michaels' experience in claims includes direct handling, supervision of adjusters and other supervisors, claim office administration and development of a system that integrated various technologies to eliminate paper within the claim office. He has unparalleled claim expertise in property and casualty claims developed from his years of direct handling and supervising claim handlers. Mr. Michaels has handled claims in several states including Arkansas, Connecticut, Mississippi, Oklahoma, Pennsylvania, Tennessee, Texas, and West Virginia. He also directly handled all Fidelity and Surety claims in the State of Oklahoma.

    View Tommy Michaels' Expert Witness Profile.
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    8030 E. Gary Road
    Scottsdale AZ 85260
    USA
    phone: 480-216-1364
    fax: 480-367-8479
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    Robert E. Underdown, AINS, SIA, AIC, ARM, The Insurance Archaeologist ™, is an Insurance and Risk Management Consultant with over 30 years of experience in both private & public risk management.

    Consulting Services:
    • Insurance - As a result of his background as a Claims Manager and Risk Manager, Mr. Underdown is in a position to provide coverage opinions based on real-world examples and on-the-job experience. He has developed a systematic method for bidding insurance programs
    • Agent Broker - Mr. Underdown has decades of experience in the area of Agent/Broker (Producer) duty. In addition, Mr. Underdown has experience in the areas of Producer Compensation and Producer Contingency Commissions
    • Coverage - Mr. Underdown has real-world practical experience in most areas of personal and corporate insurance coverage types from annuities to workers’ compensation
    • Risk Management - As a Risk Manager for over twenty years, Mr. Underdown gained a wide variety of experience in several industries both public and private. He is experienced and knowledgeable in the areas of cost of risk allocation, loss control programs, risk performance measurements, and safety management
    • Claims - With over ten years as a Claims Adjuster and Claims Manager and twenty years as a Risk Manager, Mr. Underdown has handled and supervised a great variety of claims beginning with investigating and adjusting property and casualty claims
    Selected Background Experience - Mr. Underdown's past experience includes serving as Director of Risk Management for Rural/Metro Corporation, Scottsdale, AZ, where he managed $20 million risk management program and completed due diligence on 60 acquisitions in 48 months. As Assistant Vice President of Imperial Corporation, San Diego, CA, he managed special insurance for a $2 billion loan portfolio and implemented a risk management program for 60 branch offices. Mr. Underdown also served as Risk Management and Employee Benefits Manager for the City of Escondido, CA, where implemented risk management programs and completed self-funded health insurance, saving $750,000.

    View Robert Underdown's Expert Witness Profile.