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Third Party Administrator (TPA) Insurance Expert Witnesses

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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 Expert 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.

Litigation Support - Mr. Underdown is a highly qualified insurance expert witness providing testimony in insurance cases across the United States. His services are available to attorneys representing both Plaintiff and Defense.

In the specific area of BAD FAITH, Mr. Underdown has provided expert testimony on many bad faith claims for both Defendants and Plaintiffs. He has provided testimony in a number of cases where the insurance company has successfully eliminated the bad faith count by summary judgement. The key issue is whether the actions of the insurance company were reasonable under the specific circumstances of the case.

Some of the recent cases for which he has provided insurance expert testimony include:
  • Agent / Broker Standards
  • Bad Faith Claims Issues
  • Broker Compensation
  • Claims Handling
  • Coverage Opinions
  • General Liability Policies
  • Insurance Industry Standards
  • Life Insurance Suitability Opinions
  • Risk Management Standards
  • Third Party Claims Standards
  • Tort Litigation Management
  • Workers’ Compensation
  • View Robert Underdown's Consulting 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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    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.

    Litigation Support - Tommy Michaels has had the opportunity to do complex claims analysis and negotiate large settlements totaling more than $250,000,000. He has resolved coverage issues, reconstructed decades old policies, and been involved in coverage litigation throughout the United States.

    As an expert witness, Mr. Michaels has provided deposition and trial testimony, prepared expert reports in compliance with FRCP 26(2)(B), and has been used as a Consulting Witness. He has given testimony in over 30 depositions in State and Federal Court cases as well as testimony given at trial.

    Areas of Expertise:
    • Claim Handling Standards
    • Bad Faith Conduct
    • Coverage Interpretation
    • Insurance Carrier Duties
    • Claim Settlement Negotiations
  • General Liability Insurance
  • Automobile Insurance / Uninsured Motorists
  • Homeowner's Insurance
  • Environmental Liability Insurance
  • Professional Liability Insurance
  • View Tommy Michaels' Consulting Profile.
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    Steven A. Eisenberg
    Consulting Actuary & Owner
    1136 Old Roswell Rd
    Roswell GA 30076
    USA
    phone: 404-307-9861
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    Steven Eisenberg Insurance Actuary Expert PhotoSteven A. Eisenberg, FSA, MAAA has 50 years actuarial experience. He offers litigation support nationwide with regard to personal injury and wrongful death economic damages, appropriate mortality, life expectancy (note: population tables, that have not been modified by an actuary for lifestyle, chronic illnesses, family history, result in unreasonably long life expectancies), interest (discount) rates, future increases in income (note: historical experience indicates that wage inflation rates are lower than discount rates). His litigation support also includes life insurance product design and pricing, COI development development and management, compensation, illustrations, administration and management services, policyholder tax issues, and product appropriateness.

    Background Experience - Throughout his career, Mr. Eisenberg worked extensively in litigation support as an expert witness including actuarial design, administration and illustration of various life insurance and annuity products, both traditional and non-traditional, universal life (or excess interest products), and both general account and separate account variable insurance products. His expert work includes pricing these products and developing appropriate actuarial assumptions (e.g. mortality and life expectancy, interest and discount rates, agent or broker compensation and expense assumptions).

    He is also a co-inventor of several patents dealing with financial derivatives(swaps) relating to longevity and mortality mitigation.

    In 1986, Mr. Eisenberg pioneered the development of large case COLI and BOLI and unwind strategies that are still used today. He is a renown expert in designing, developing, and evaluating BOLI and COLI programs for insurance companies, banks, other financial institutions, brokers and litigation clients. This includes developing appropriate actuarial assumptions (mortality and longevity, COI management, lapses and surrenders, expenses, taxes, interest and discount rates, compensation, policy dividends and life insurance company profitability and investment exposure (disintermediation)). He also developed administrative procedures, sophisticated illustration systems (for example, utilization of policy loans and partial surrenders) and insurable interest issues. His expertise includes policy owner tax issues (e.g. Section 264, 7702, 7702A, 1035) and legislative changes. He has evaluated the appropriateness of these products (general or separate account including stable value) for corporate and bank policy owners, including the accounting and financial impact to the policy owners.

    Mr. Eisenberg is a Fellow of the Society of Actuaries (1973) and a Member of the American Academy of Actuaries (1975). He has served as an Instructor of Actuarial Science at Georgia State University and delivers lectures and seminars to associations throughout the United States.

    His services are offered to clients nationwide.

    Litigation Support - Mr. Eisenberg currently provides expert litigation support for all aspects of life insurance and personal injury. He is a renowned expert in:
    • COLI / BOLI Product Design
    • Assumptions & Contracts
    • Tax History
    • Broker
    • Consultant
    • Third Party Administrator
  • Marketing and Administration
  • Compensation and Standards of Practice
  • Benefit Funding and Financial Analysis
  • life settlement
  • Loss Determination
  • Personal Injury economic Damages
  • Life Expectancy and Mortality
  • View Steven Eisenberg's Consulting Profile.
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    Daryll W. Martin, JD, MBA
    President
    115 Bingham Ridge Drive
    Pittsboro NC 27312
    USA
    phone: 512-940-5140
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    Daryll W. Martin, JD, MBA has a unique professional experience as a Lawyer, Insurance Broker, and Insurance Brokerage Executive. Mr Martin has over 30 years of insurance experience, serving nearly half of that time as corporate counsel for two international brokers, and the other half of that time as a senior insurance brokerage executive. 

    Broad Coverage Experience: Property & Casualty; Employee Benefits / Life & Health (qualified and non-qualified); D&O / Employment Practices Liability / Fiduciary; Property / Business Interruption / Boiler & Machinery / Inland & Ocean Marine; Casualty: General Liability / Professional Liability / Workers Compensation / Umbrella / Excess. 

    Broad Brokerage Customer Industry Experience: Construction; Energy; Transportation; Manufacturing; Financial Institutions; Health Care; Public Entity / Not For Profit; and, Technology 

    Extensive Insurance Industry Operational Experience: Executive officer of nationally ranked insurance brokers; Managed and handled a variety of international, national, and middle market accounts; Self Insurance / Large Retentions / Alternative Risk Transfer Vehicles; Foreign Placements; Wholesale Brokerage; Insurance Underwriting; Reinsurance; Technical Services / Loss Control / Actuarial/Risk Management Consulting; Actuary Services / Actuary Liability; Insurer Solvency / Market Security; Finance and Accounting; Mergers & Acquisitions; Insurance Sales; Client Service Standards; Technology Infrastructure; Human Resource Management; and, Insurer / Broker Relationship Management. 

    Areas of Expertise:

    • Bad Faith
    • Business / Employment Insurance
    • Insurance
    • Insurance Agency
    • Insurance Agent / Broker
    • Insurance Customs & Practices
    • Insurance Excess & Surplus Lines
    • Life Insurance
    • Property & Casualty Insurance
    • Risk Management
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    Olie R. Jolstad SCLA, FACFEI

    USA
    phone: 214-632-2788
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    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 involving coverage disputes, claims handling practices, bad faith, unfair and deceptive practices, duties and standards of care regarding the procurement of insurance. In addition, he has worked on forensic insurance policy reconstruction projects on behalf of policyholders.

    Litigation Support - Mr. Jolstad has been providing litigation support services for approximately 20 years. He has been retained as an expert witness in approximately 200 cases and has been qualified to testify in various state and federal courts. He offers services to attorneys representing both Plaintiff and Defense.

    Mr. Jolstad has been retained as an expert and consultant where insurance coverage at issue involving:
    • General Liability Insurance
    • Commercial Property Insurance
    • Commercial Property Time Element and Extra Expense Coverage
    • Builders Risk / Construction
    • Construction Wrap-Up
    • Directors & Officers / Employment Practices Liability
    • Umbrella and Excess Liability and Duty Triggering Events
    • Aviation
    • Workers' Compensation
    With specific attention focused on:
    • Insurance Industry Customs, Practices, and Standards
    • Good Faith / Bad Faith Claims Handling Practices
    • Insurance Agent and Broker Standard of Care and Duty to Procure Insurance
    • Excess and Umbrella Duties / Exhaustion
    • Excess and Surplus Lines Coverage and Claims Handling
    View Olie Jolstad's Consulting Profile.
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    Jim Leatzow
    President
    1265 Pine Isle Road
    Three Lakes WI 54562
    USA
    phone: 715-546-3300
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    Jim Leatzow has 43 of "hands-on" practical, property / casualty insurance agency experience. Leatzow has literally worn "every hat there is to wear in the P/C insurance business.

    He provides expert & arbitration services nationally & internationally with no charge for travel time. He is articulate, efficient & equally comfortable within the U.S. & in foreign venues.

    His experience includes:

    • 43 years national Property/Casualty insurance industry experience
    • 30 years national, Property/Casualty insurance Agency Owner
    • 23 years national, Property/Casualty Managing General Agent (MGA)
    • 21 years national, Third Party Administrator (TPA) insurance claim adjuster
    • 16 years Reinsurance Company Founder/President
    • Certified insurance Arbitrator (U.S. / U.K. / Bermuda)
    • Licensed in all states for 20-25 years until 2005 (agency sold)
    • Rule 26 Report specialization on complex cases
    • History of representing plaintiff & defense equally
    • No charge for travel time "coast to coast"


    Leatzow's specialties include: Agent-Broker-MGA standards of care / Bad Faith / Coverage    / Agent-Broker E&O Claims / Agent-Broker custom & practice / Professional (E&O) Liability / Claims adjusting Standard of Care / Claims-made coverage / Surplus Lines issues / Underwriting / Licensing / Property / General Liability /Aviation Insurance

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    Dr. Joseph D'Antoni
    Managing Principal
    3215 E. Foothill Boulevard
    Pasadena CA 91107
    USA
    phone: (Office) 626-440-7200 (Direct) 626-564-9800
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    Corporate Sciences, Inc. (CSI) is a highly regarded Economic Consulting Firm providing financial services to corporations, law firms, and government agencies. CSI professionals have served some of the world’s largest multinational corporations and law firms. Many of their team members hold advanced academic degrees and specialized credentials with extensive consulting experience in all the areas they provide service.

    Litigation Support - CSI has been assisting law firms and their clients in all aspects of litigation requiring Economic Accounting or Financial Expertise for over 40 years. Services are provided as consultants, testifying experts, arbitrators, and mediators. CSI professionals understand the complexity in the many stages of litigation including discovery, liability assessment, damage calculations, expert testimony, and critique of opposing expert opinions.

    CSI professionals have been through hundreds of engagements appearing in many venues including trials, ADR proceedings, and regulatory hearings. Their testimonial work is supported by state-of-the-art research, analysis and pragmatic business insight. CSI professionals are widely regarded for their ability to convey results of complex analysis and opinions in easy-to-understand language and demonstrative exhibits. Many of their cases have been large and complex often running into hundreds of millions and billions of dollars at stake.

    Areas of Expertise:
    • Real Estate
    • Construction
    • Intellectual Property
    • Insurance
    • Securities
    • Fraud
    • Banking
    • Forensic Accounting
    • Mergers and Acquisitions
    • Valuation/Appraisal Real Property
  • Breach of Contract Damages
  • Antitrust
  • Healthcare
  • Bankruptcy
  • Environmental
  • Labor and Employment
  • Financial Institutions
  • General Commercial Disputes
  • Design & Conduct Market Opinion Surveys
  • Valuation/Appraisal Business Entities
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    Burl Daniel
    President
    4200 South Hulen, Suite 150
    Fort Worth TX 76109
    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.