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 Expert  724977

Expert in Insurance Agency Valuation and Common Practices, Producer Agreements and Compensation Programs

Available for your Consulting and Expert Witness Needs

New Jersey (NJ)
Education Work HistoryPublicationsConsulting Services Expert Witness Market Research

Summary of Expertise:

Listed with other top experts in: 

For over 25 years Expert has assisted insurance agency owners resolve internal management and ownership disputes in an equitable manner, avoiding sale or dissolution unless no other resolution can be achieved.

Expert is a member of the arbitration panel of American Arbitration Association and is qualified to arbitrate ownership, contract norms and common practices of insurance agencies.

Expert's primary consulting services since 1980 includes growth and business development of independent insurance agencies throughout the U.S.

Expert has evolved and developed managers and management information systems for insurance agencies since 1985.


alternative dispute resolution




insurance claim


title insurance claim


flood insurance




business development


competitive analysis


organizational development


productivity improvement


strategic market planning


strategic planning


business analysis


business management


business operations


business process management


business valuation


incentive compensation plan




productivity measurement (quantity)


insurance agency evaluation


life insurance arbitration

Show Secondary and Basic Areas of Expertise
Expert may consult nationally and internationally, and is also local to the following cities: New York, New York;  Yonkers, New York;  Newark, New Jersey;  Jersey City, New Jersey;  Paterson, New Jersey;  Elizabeth, New Jersey;  Trenton, New Jersey;  Philadelphia, Pennsylvania;  Allentown, Pennsylvania;  and Baltimore, Maryland.

Year   Degree   Subject   Institution  
1969   BA   Sociology, Computer Science   Ohio State University  

Work History:
Years   Employer   Department   Title   Responsibilities

1985 to


(Undisclosed Consulting Company)





He consults to insurance agencies and companies on all maters dealing with the value and operation of insurance agencies.

1980 to 1985


Insurance Co. of North America


Agency Consulting Department




Consulted with Partner and exclusive (COMPAR) agents for INA. Managed team consulting for agents nationwide.

1976 to 1980


Colonial Penn Insurance Company


P&C Division


Operations Manager


Created P&C division and managed the operations of personal lines sales and service to AARP and NRTA members countrywide.

1969 to 1976


Aetna Life and Casualty



Sr. Underwriter/Marketing Manager


Fast-tracked through the underwriting department into management of regional group of insurance agencies

Publications and Patents Summary

Writes and Publishes the PIPELINE every month since 1987

Consulting Services:
Click the green button above to contact Expert for a free initial screening call regarding your expert consulting needs.  Expert is available for consulting to corporate, legal and government clients.  Remember, your initial screening call to speak with Expert is free.

Expert Witness:
Expert Witness Experience Summary:
Numerous cases, depositions and trials.
Recent Litigation Client Requests:
  • Expert in insurance agency valuations for consulting on valuation of insurance office.
  • Expert for consulting on dispute over value of insurance agency customers taken by producers when they resigned from the agency.
  • Legal insurance agency expert for consulting on dispute between insurance company and agency.
  • Workers compensation claims expert needed for consulting on workers compensation claims processing.
Click the green button above to contact Expert for a free initial screening call regarding expert testimony, litigation consulting and support, forensic services, or any related expert witness services.  A few litigation needs include product liability, personal injury, economic loss, intellectual property (patent, trademark, trade secret, copyright), and insurance matters.  Remember, your initial screening call to speak with Expert is free.

Market Research:
Expert has published the PIPELINE, a monthly national newsletter for insurance agency principals and managers since 1987. He maintains a live database of several thousand insurance agency financial reports and generates Composite Groups to the industry on an annual basis. His firm is a leading valuer of insurance agencies.

Click the green button above to contact Expert for a free initial screening call regarding your marketing research, industry research, and company research needs.  For research needs involving multiple experts or secondary research, a Research Director can be assigned to coordinate the work into a custom report for you as a potentially quicker and more cost effective alternative to doing this work yourself or hiring a boutique consultancy.  Remember, your initial screening call to speak with Expert is free.

Additional Skills and Services:

Expert has conducted and delivered several hundred seminars on Agency Valuation, Mergers and Acquisitions, Producer Compensation, Incentive Compensation, Strategic Planning, Agency Automation, Sales and Marketing Programs and Management for Association groups and company groups throughout the U.S. since 1985


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