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
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:
Mr. Daniel has four decades insurance experience with a diverse set of industries:
D'Andre Insurance Group, Inc. (DIG) is a certified Women Owned Small Business committed to providing clients with local and personal Insurance Brokerage and Risk Management services, at a national standard, supported by our extensive global reach for insurance capacity.
DIG's background and experience enable them to research, evaluate and communicate complex industry, policy, and coverage issues. They also specialize in new product design. Research produced by DIG has been used by several of the largest reinsurance, insurance and brokerage firms in the industry.
Principal at DIG, Carla A. D'Andre, MBA, CPCU, CLU, ARe, has over 37 years of experience as a Large Insurance Brokerage, Reinsurance, and Risk Management Specialist. She has worked with such companies as Aon, Willis, XL Capital, and Swiss Reinsurance Group in senior management, global sales, account management, with multiline expertise in coverage, compliance, and regulation. Ms. D'Andre is a frequent guest speaker, teacher and author on the topics of insurance and risk management.
Scott Stein, ARM, is an Insurance Industry Expert and Property Casualty and Professional Liability Insurance Broker with over 25 years of experience. He has served the last 18 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 Property Casualty coverage and 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 180 cases as an insurance industry expert in the past 15 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:
Robert E. Underdown, AINS, SIA, AIC, ARM, CFLC, The Insurance Archaeologist ™, is an Insurance and Risk Management Consultant with over 30 years of experience in both private & public risk management.
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.