Suite 200 Solutions Launches New CLM Study on Covid-related Claims Frequency Changes

For Immediate Release
May 27, 2020

Suite 200 Solutions Launches New CLM Commissioned Study on
Covid-related Claims Frequency Changes

Lake Geneva, WI — Suite 200 Solutions (formerly CLM Advisors) announces a new study looking at recent changes in claims frequency related to the Covid-19 pandemic.

The very short 4-minute survey is commissioned by the CLM (The Claims and Litigation Management Alliance), and it enables claim executives to share, anonymously, what impact the pandemic has had on recent claims frequency in different lines of business. No identifying information is required from participants.

The objective of the Study is to provide the claims community with some benchmark data about what their peers are experiencing. The results of the Study will be release on or about June 10.

Those wishing to participate can find the survey questionnaire at: https://www.surveymonkey.com/r/CLM-Impact

About Suite 200 Solutions

Suite 200 Solutions (formerly CLM Advisors) offers advisory services to the property casualty claims and litigation industries. We provide generalized consulting, market intelligence, and talent acquisition services to claims organizations, law firms, and to the service and technology providers that serve both those constituencies. Through its Transaction Advisory Group, the Company also provides critical support to investors, buyers, and sellers in this industry segment. More information can be found at www.suite200solutions.com.

Suzanne Ganier Joins Suite 200 Solutions

For Immediate Release
May 26, 2020

Suzanne Ganier Joins Suite 200 Solutions

Lake Geneva, WI — Suite 200 Solutions (formerly CLM Advisors) announces that Suzanne Ganier has joined Suite 200 Solutions.

Suzanne brings to Suite 200 Solutions clients a unique set of skills gained over almost three decades of experience. For claims organizations and corporate law departments, Suzanne will help to improve their legal operations, strengthen the management of outside legal resources, or maximize the efficiencies of the legal services being provided to them. For insurance defense firms, Suzanne will help to improve best practices in billing, alternative fee arrangements, and performance metrics.

Most recently, Suzanne served as Director of Legal Operations for Elevate Services, providing consulting, technology and services to law departments and law firms. In this role she oversaw the legal bill review business unit which she successfully founded, developed and grew.

In prior roles she has served as the Corporate Counsel and Contract Manager for The Main Street America Group, and Director of Litigation and Legal Operations for Louisiana Citizens Property Insurance Corporation. Previously, she held positions with State Farm, Zurich, and CNA.

Suzanne obtained her Bachelor of Arts from the University of California Santa Barbara, graduating magna cum laude. She received her Juris Doctor from the Sandra Day O’Connor College of Law at Arizona State University and is licensed to practice law in multiple states.

More information about Suzanne’s consulting practice can be found on the Company’s website, or by writing to Suzanne.Ganier@suite200solutions.com.  

About Suite 200 Solutions

Suite 200 Solutions (formerly CLM Advisors) offers advisory services to the property casualty claims and litigation industries. We provide generalized consulting, market intelligence, and talent acquisition services to claims organizations, law firms, and to the service and technology providers that serve both those constituencies. Through its Transaction Advisory Group, the Company also provides critical support to investors, buyers, and sellers in this industry segment. More information can be found at www.suite200solutions.com.

#Contact: Taylor Smith | President | 224.212.0134 | taylor.smith@suite200solutions.com

Allan Robinson Joins PLNAR Board of Directors

For Immediate Release
May 22, 2020

Suite 200 Solutions Advisor Allan Robinson Joins PLNAR Board of Directors

Lake Geneva, WI — Suite 200 Solutions Advisor Allan Robin announced today that he has joined the Board of Directors of PLNAR.

PLNAR is an insurtech software provider transforming the claims process by enabling Digital Desk Adjustment (DDA) of interior property claims for significantly better customer experiences, shorter cycle times, and lower costs. PLNAR's platform gives desk adjusters the power to generate fully realized 2D- and 3D-models of interior spaces from a digital photo and streamline the interior claims process for quicker, more efficient settlement.

The full press release of Allan’s appointment can be found here: http://www.emagazine.itapro.org/Home/Article/PLNAR-Announces-Allan-C-Robinson-III-Has-Joined-the-Board-of-Directors/3104

About Suite 200 Solutions

Suite 200 Solutions (formerly CLM Advisors) offers advisory services to the property casualty claims and litigation industries. We provide generalized consulting and market intelligence services to claims organizations, law firms, and to the service and technology providers that serve both those constituencies. Through its Transaction Advisory Group, the Company also provides critical support to investors, buyers, and sellers in this industry segment. More information can be found at www.suite200solutions.com.

#Contact: Taylor Smith | President | 224.212.0134 | taylor.smith@suite200solutions.com

Steven Sheinheit Joins Suite 200 Solutions

Lake Geneva, WI — Suite 200 Solutions (formerly CLM Advisors) announces that Steven Sheinheit has joined its Advisory Group.

Steve’s focus will be to help Suite 200 Solutions customers understand how IT can be better utilized and managed, and to develop and refine value-added strategic plans that take full advantage of the insurance value-chain.  Steve will also serve as a member of our recently-formed Transaction Advisory Group.

Steve brings to his advisory clients more than 40 years of IT and Operations experience. He most recently served as Chief Strategy and Technology Officer for QBE the Americas. Previously, he enjoyed a long tenure as Executive Vice President and Chief Information Officer for both MetLife and JPMorgan Chase.

Steve continues to serve as a Global Client Advisor to Oracle, and has worked with many industry groups, including the CIO Strategy Exchange, the Research Board, MIT’s Center for Information Systems Research, and others.  He has a B.S. in Computer Science from CCNY School of Engineering, an M.B.A in Operations Research from Baruch College, and is a graduate of the Harvard Business School’s Advance Management Program.

“We are absolutely delighted to offer Steve’s rich experience in technology and operations to the industry,” said Taylor Smith, President of Suite 200 Solutions. “Steve’s expertise supports our developing work in claims innovation, insurtech, and other topics of intense interest to the property casualty claims and litigation industries.”

About Suite 200 Solutions

Suite 200 Solutions (formerly CLM Advisors) offers advisory services to the property casualty claims and litigation industries. We provide generalized consulting, market intelligence, and talent acquisition services to claims organizations, law firms, and to the service and technology providers that serve both those constituencies. Through its Transaction Advisory Group, the Company also provides critical support to investors, buyers, and sellers in this industry segment. More information can be found at www.suite200solutions.com.

#Contact: Taylor Smith | President | 224.212.0134 | taylor.smith@suite200solutions.com

Suite 200 Solutions Expands Recruiting Practice to Assist Law Firms

Suite 200 Solutions Expands Recruiting Practice to Assist Law Firms

Lake Geneva, WI — Suite 200 Solutions (formerly CLM Advisors) is pleased to announce that it has expanded its recruiting and talent acquisition practice to support law firm hiring across the insurance defense market.

“This expansion reflects our ability to serve an even wider segment of the insurance claims and litigation   community,” says Taylor Smith, President of Suite 200 Solutions. “We already assist claims and litigation leaders, as well as technology and service provider executives, identify and hire the best industry talent. This additional area of focus illustrates the inter-connectedness of the industry we serve.”

Suite 200 Solutions distinguishes itself in the talent recruitment space by having one of the widest and most effective professional networks available. Our advisors are former chief claim officers, heads of litigation, operations officers, and sales professionals. They’ve led many of the industry’s most skilled professionals and hired some of the most effective defense attorneys.

Our Advisors’ connections, insight, and relationships are unparalleled. For our recruiting clients, this means better candidates, faster, all screened through a meticulous selection process.

Suite 200 Solutions’ Recruiting Practice is led by Cindy Greener. Questions about the practice can be directed to Cindy.Greener@suite200solutions.com or by visiting www.suite200solutions.com.

About Suite 200 Solutions

Suite 200 Solutions (formerly CLM Advisors) offers advisory services to the property casualty claims and litigation industries. We provide generalized consulting, market intelligence, and talent recruitment services to claims organizations, law firms, and to the service and technology providers that serve both those constituencies. Through its Transaction Advisory Group, the Company also provides critical support to investors, buyers, and sellers in this industry segment. More information can be found at www.suite200solutions.com.

#Contact: Taylor Smith | President | 224.212.0134 | taylor.smith@suite200solutions.com

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Nigel Shepherd Joins Suite 200 Solutions

For Immediate Release
April 28, 2020

Nigel Shepherd Joins Suite 200 Solutions

Lake Geneva, WI — Suite 200 Solutions (formerly CLM Advisors) announces that Nigel Shepherd has joined its Advisory Group.

Nigel brings to Suite 200 Solutions’ clients a wealth of senior leadership experience in driving process, performance, and cost improvements across property casualty claims operations. He will also serve as a member of our Transaction Advisory Group.

Nigel was most recently the Chief Claims Officer and Executive Vice President for Aegis Security Insurance Company. In prior roles, Nigel has served as Executive Vice President- Head of Claims and Operations for the New York Property Insurance Underwriting Association’s (NYPIUA), Global Head of Claims for both Aspen Specialty Insurance and the Alea Insurance Group.

Nigel holds a Juris Doctorate from Pace School of Law, and a Bachelor of Science degree in Finance from Syracuse University. He is a member of the NYS Bar and holds both CPCU and ARe designations.

About Suite 200 Solutions

Suite 200 Solutions (formerly CLM Advisors) offers advisory services to the property casualty claims and litigation industries. We provide generalized consulting, market intelligence, and talent acquisition services to claims organizations, law firms, and to the service and technology providers that serve both those constituencies. Through its Transaction Advisory Group, the Company also provides critical support to investors, buyers, and sellers in this industry segment. More information can be found at www.suite200solutions.com.

#Contact: Taylor Smith | President | 224.212.0134 | taylor.smith@suite200solutions.com

Allan Robinson Joins Suite 200 Solutions

For Immediate Release
April 21, 2020

Allan Robinson Joins Suite 200 Solutions

Lake Geneva, WI — Suite 200 Solutions (formerly CLM Advisors) announces that Allan Robinson has joined its Advisory Group.

Allan brings more than three decades of senior leadership experience to Suite 200 Solutions’ clients, and will also serve as a member of our Transaction Advisory Group.

Before joining Suite 200 Solutions, Allan served as Chief Claims Officer and Executive Vice President of Field Operations and Sales for Horace Mann, the nation’s largest financial services company focused on educators and school employees. Previously, he served as Chief Claim Officer for Encompass Insurance, Vice President of Claims for Hanover Insurance Group and also for Allstate Insurance, where he enjoyed a 27 year tenure.

Allan holds the CPCU designation and is an active member of the CPCU Society. He has served, or currently serves, on several philanthropic and business boards, including the American Red Cross, PLNAR, and others.

About Suite 200 Solutions

Suite 200 Solutions (formerly CLM Advisors) offers advisory services to the property casualty claims and litigation industries. We provide generalized consulting and market intelligence services to claims organizations, law firms, and to the service and technology providers that serve both those constituencies. Through its Transaction Advisory Group, the Company also provides critical support to investors, buyers, and sellers in this industry segment. More information can be found at www.suite200solutions.com.

#Contact: Taylor Smith | President | 224.212.0134 | taylor.smith@suite200solutions.com

Suite 200 Solutions Announces Formation of a Transaction Advisory Group

For Immediate Release
April 6, 2020

Suite 200 Solutions Announces Formation of a
Transaction Advisory Group

Lake Geneva, WI — Suite 200 Solutions (formerly CLM Advisors) announces the launch of our Transaction Advisory Group (TAG) specifically designed to support investment and purchase activity in the property casualty claims arena.

The TAG is comprised of former chief claim officers and others who have deep industry knowledge and very strong professional networks – two attributes that are of critical importance to Funding Sponsors looking to identify, vet, and facilitate potential investment or acquisition opportunities. TAG supports both buy- and sell-side clients, working to match the right parties in a manner that is productive for both.

Steve Schumacher, CEO of Sandy Dunes Advisors, will serve as the Managing Director of the Group. After several successful equity events, Steve now works with CEOs and Founders to position their companies for investment or sale, while also working with private equity groups, venture capital investors and family offices looking for the right investment.

Dean Harring will serve as the Group’s Chief Strategy Officer. Dean formerly served as the chief claims officer for QBE, CNA, and Zurich, among other leading insurance carriers. Dean now consults to industry constituents as an Advisor and Board member, addressing both strategic and transactional needs.

“I know first-hand how challenging it can be for Funding Sponsors to identify and vet the right InsurTech and technology-enabled service investment opportunities in this niche industry,” says Schumacher. “The formation of the Transaction Advisory Group brings both deep industry knowledge and a wide network of professional relationships to the table. Those two factors can be the critical difference for an investment firm, both in terms of getting the deal done and also in terms of finding the right deal at the right time.”

More information about the Transaction Advisory Group (TAG) can be found on the Suite 200 Solutions website or by contacting Steve Schumacher at Steve.Schumacher@Suite200Solutions.com.

About Suite 200 Solutions

Suite 200 Solutions (formerly CLM Advisors) offers advisory services to the property casualty claims and litigation industries. We provide generalized consulting and market intelligence services to claims organizations, law firms, and to the service and technology providers that serve both those constituencies. Through its Transaction Advisory Group, the Company also provides critical support to investors, buyers, and sellers in this industry segment. More information can be found at www.suite200solutions.com.

#Contact: Taylor Smith | President | 224.212.0134 | taylor.smith@suite200solutions.com

Suite 200 Solutions Releases CLM Defense Counsel Study Report of Findings

For Immediate Release
March 19 2020

Suite 200 Solutions Releases Report of Findings from CLM 2020 Defense Counsel Study

Lake Geneva, WI — Suite 200 Solutions (formerly CLM Advisors) released today its Report of Findings from the CLM 2020 Defense Counsel Study.

This is the fourth such study we have conducted for the CLM and the first to focus exclusively on the thoughts and observations of defense counsel. A primary purpose of the Study is to provide information and data that will facilitate improved communication and working relationships between defense attorneys and the litigation executives who hire them.

Originally scheduled to presented at the CLM 2020 Annual Conference in Dallas, the findings will instead be presented by online Webinar.

A copy of the Report of Findings can be found here. A copy of the online Webinar can be downloaded here (requires CLM membership credentials). Access to previous litigation management studies can be found here.

About Suite 200 Solutions

Suite 200 Solutions (formerly CLM Advisors) offers advisory services to the property casualty claims and litigation industries. We provide generalized consulting and market intelligence services to claims organizations, law firms, and to the service and technology providers that serve both those constituencies. Through its Transaction Advisory Group, the Company also provides critical support to investors, buyers, and sellers in this industry segment. More information can be found at www.suite200solutions.com.

#Contact: Taylor Smith | President | 224.212.0134 | taylor.smith@suite200solutions.com

Inside CLM's Litigation Management Symposium

For Immediate Release
Feb 6, 2020

Inside The Inaugural Litigation Management Symposium

Lake Geneva, WI — Taylor Smith has co-authored an article summarizing the focus of the inaugural Litigation Management Symposium hosted by the Claims and Litigation Management Alliance (The CLM).

The article appears in CLM Magazine and can be accessed here.

About Suite 200 Solutions

Suite 200 Solutions (formerly CLM Advisors) offers advisory services to the property and casualty claims and litigation management industries. We provide generalized consulting and market intelligence services to claims organizations, law firms, and the service and technology providers that serve both of those constituencies. More information about Suite 200 Solutions can be found at www.suite200solutions.com  

#Contact: Taylor Smith | President | Suite 200 Solutions | 224-212-0134 | taylor.smith@suite200solutions.com

Suite 200 Solutions Launches New Industry Snapshot on Mediation

For Immediate Release
Jan 23, 2020

Suite 200 Solutions Launches Industry Snapshot on Mediation

Lake Geneva, WI — Suite 200 Solutions (formerly CLM Advisors), which conducts periodic industry snapshots that capture how industry executives feel about different legal cost containment  and effectiveness strategies, announced today that it is launching a new Snapshot on January 28.

The Snapshot is entitled: “What Do Senior Claim and Litigation Executives Think About Mediators and Mediation?

This initiative is an update to a previous 2017 Snapshot. There are 23 questions in the survey, which takes 5 minutes to complete. The Survey is open to senior claim and litigation executives and to front-line claims professionals with litigation responsibility.

Anyone wishing to participate can request an invitation by contacting Taylor Smith, President of CLM Advisors (contact information below).

#Contact: Taylor Smith | President | Suite 200 Solutions | 224-212-0134 | taylor.smith@suite200solutions.com

Suite 200 Solutions Launches the 2020 CLM Defense Counsel Study

For Immediate Release
Nov 18 2019

Suite 200 Solutions Announces Launch of the Inaugural
2020 CLM Defense Counsel Study

Lake Geneva, WI — Suite 200 Solutions (formerly CLM Advisors) announces the launch of the first CLM industry-wide defense counsel study. Entitled: “State of the Union in Litigation Management – Counsel’s Perspective,” the study’s findings will be presented at the CLM Annual Conference in March of 2020 in Dallas.

The Study follows the CLM’s 2019 Litigation Management Study, the findings of which were released in March of 2019. It is commissioned by the CLM and will be conducted by Suite 200 Solutions. The Survey will be issued in November and Study results issued in December of 2019.

This is the CLM’s fourth industry-wide study litigation management study, and the first to focus exclusively on the thoughts and observations of defense counsel. A primary purpose of the Study will be to provide information and data that will facilitate improved communication and working relationships between defense attorneys and the litigation executives who hire them.

The Study will examine many topics of interest to the litigation industry as a whole. This will include questions about a wide range of topics important to defense counsel, including their thoughts on observations about topics such as:

·         What defines value in today’s litigation management environment?

·         What is their view of how performance is assessed and rewarded?

·         How can firms and attorneys create competitive distinction?

·         What is the state of attorneys’ relationships with litigation executives today?

·         What do attorneys feel are their greatest challenges in the current environment?

Participation in the study is anonymous and all data and information provided by each participant is strictly confidential.

Defense attorneys wishing to participate in the CLM Defense Counsel study should contact Taylor Smith, President, Suite 200 Solutions (taylor.smith@suite200solutions.com) for more information.

About Suite 200 Solutions
Suite 200 Solutions (formerly CLM Advisors) offers advisory services to the property and casualty claims and litigation management industries. We provide generalized consulting and market intelligence services to claims organizations, law firms, and the service and technology providers that serve both of those constituencies. More information about Suite 200 Solutions can be found at www.suite200solutions.com  

#Contact: Taylor Smith | President | 224.212.0134 | taylor.smith@suite200solutions.com

Taylor Smith to Present At CaseGlide Webinar

For Immediate Release
Nov 1, 2019

Taylor Smith to Present the 2019 National Litigation Management Study at Webinar

Lake Geneva, WI — Taylor Smith of Suite 200 Solutions will provide an overview and explanation of the 2019 CLM Litigation Management Study during a Webinar hosted by CaseGlide on November 12, 2019.

The presentation will cover key findings, industry trends, and examine opportunities for claims organizations to improve their litigation programs.

Interested parties can register at https://bit.ly/2K7rFgz.

CaseGlide transforms how attorneys and clients work together, allowing everyone to close more cases, with better results, more quickly.

#Contact: Taylor Smith | President | 224-212-0134 | taylor.smith@suite200solutions.com

Suite 200 Solutions Launches the 2019 CLM National Litigation Management Study

For Immediate Release
December Dec 12, 2018

 Suite 200 Solutions Announces Launch of the 2019 CLM National Litigation Management Study

Lake Geneva, WI — Suite 200 Solutions (formerly CLM Advisors) has launched the 2019 CLM National Litigation Management Study designed to be the industry’s most comprehensive examination of litigation management practices.

Entitled “The State of the Union: Litigation Management in 2019,” the study’s findings will be presented at the CLM Annual Conference in March of 2019 in Orlando.

Commissioned by the CLM and underwritten by key sponsors, this is the third CLM study of its type and is generally considered to be the industry’s most comprehensive examination of litigation management practices. This new Study will compare findings to two prior CLM studies performed in 2012 and 2015.  More than 100 senior-level executives are expected to participate.

The Study will examine many topics of interest to the litigation management leaders, including:

  • How litigation management resources are being deployed

  • How litigation executives think about and measure law firm performance

  • How organizations are using staff counsel operations effectively

  • Which litigation vendor programs are perceived to be delivering the greatest value

  • What litigation executives view to be their greatest challenges

Participation in the study is anonymous and all data and information provided is strictly confidential. Executives who participate receive a slightly more detailed report than the non-participants.

Senior litigation and claim officers who wish to have their organizations participate in the 2019 Study should contact Taylor Smith, President, Suite 200 Solutions (taylor.smith@suite200solutions.com) for more information.

About Suite 200 Solutions

Suite 200 Solutions (formerly CLM Advisors) offers advisory services to the property and casualty claims and litigation management industries. We provide generalized consulting and market intelligence services to claims organizations, law firms, and the service and technology providers that serve both of those constituencies. More information about Suite 200 Solutions can be found at www.suite200solutions.com

#Contact: Taylor Smith | President | 224.212.0134 | taylor.smith@suite200solutions.com

CLM Advisors changes its name to Suite 200 Solutions.

For Immediate Release — CLM Advisors changes its name to Suite 200 Solutions.

We originally created our advisory group in 2011 in response to needs expressed by members of the Claims and Litigation Management (CLM) Alliance, the industry’s largest professional trade association for claims and litigation professionals. Members of the CLM told us that they wanted to work with executives with similar experiences to theirs and we built an advisors roster of former chief claims officers, litigation executives, private practice attorneys, sales and branding professionals, and recruiting experts.

Now, seven years later, we find that our clients frequently come from industry trade associations and groups other than the CLM. As such, we concluded that it was time to change our name to reflect that broader industry focus. We are therefore excited to announce our new company name, effective May 1, 2018, of Suite 200 Solutions.

Our advisors remain the same team of fantastically qualified executives. Our client roster remains the same. Our consulting services remain the same. Our relationships and professional networks remain the same. Our close working relationship with our CLM friends and customers remains the same. But our name is new, reflecting an exciting period of growth for our advisory group. We hope you’ll celebrate with us!

About Suite 200 Solutions

Suite 200 Solutions is a team of highly-credentialed executives who offer advisory services to their colleagues in the property and casualty claims and litigation management industries. We provide our services in three segments: advisory and consulting, market intelligence, and talent acquisition. Our clients are primarily claims organizations, law firms, and the service and technology providers that sell to both of those segments. In addition, Suite 200 Solutions offers recruiting services designed to help our clients find the right person for the right role in all of those market segments. More information about Suite 200 Solutions can be found at www.suite200solutions.com

Frank Smith Joins CLM Advisors

For Immediate Release — CLM Advisors is pleased to announce that Frank Smith has joined CLM Advisors. He brings to CLM Advisors’ clients significant expertise in several critical areas, including:

  • Claims Operations

  • TPA Program Design and Management

  • Multi-National Program Design and Management

  • Managed Care Program Design and Management

  • C-Suite Communication

Most recently, Frank served as Chief Executive Officer for Faroe Group Holdings, an insurance holding company. Prior to that role, Frank served as Vice President and Head of Global Risk Management Claims for XL Catlin Insurance Company.  Among other accomplishments at XL Catlin, Frank was honored to have designed the award-winning XL Go managed care product, a tool that helps risk management customers to realize loss cost savings through the use of a specialized health care network in Workers Compensation claims.

Frank has deep experience in advising large risk management customers on the selection and retention of Third Party Administrators, in leading national teams of Claim Account Managers, and in overseeing large Claim Operation Audits. He also advises clients on issues relating to communication across all stakeholders in Claims, Underwriting, and Actuarial Departments.

He is well versed in TPA operations and management protocols in Europe and South America, having worked with colleagues and customers in those venues. In addition, he is experienced in dealing with financial markets for capital generation and can provide guidance to clients and companies looking to enter new markets or expand within existing markets.

Frank is a graduate of St. John’s University (NY). He has authored numerous articles and appeared as a speaker and on panels at national and regional conferences. He is the recipient of the Presidents’ Award from Liberty Mutual Insurance Company for superior claims service, and an Innovation Award from XL Catlin Insurance Company for his XL Go product.

Frank has also served as a Vice President on the Board of Directors for A Woman’s Place, a domestic violence agency providing shelter, educational and legal assistance to clients in Bucks County, Pennsylvania.

About CLM Advisors
CLM Advisors is the consulting and advisory arm of the Claims and Litigation Management (CLM) Alliance, an organization of more than 45,000 members and fellows focused on promoting and furthering the highest standards of claims and litigation management. CLM Advisors works with claim and legal executives, law firms, and vendors to improve their businesses. The organization provides its services in three primary areas:  advisory and consulting, market intelligence, and talent acquisition. More information about CLM Advisors can be found at www.clmadvisors.org.

 

#Contact: Taylor Smith | President, CLM Advisors | 224.212.0134 | taylor.smith@clmadvisors.org

CLM Advisors Forms Partnership with Fretzin, Inc. to Help Attorneys Generate New Business

Lake Geneva, WI — CLM Advisors announces a new partnership with Steve Fretzin, founder of Fretzin, Inc. and Origination Station – two businesses that focus exclusively on helping attorneys obtain tangible results from their business development efforts.

“We know very well how competitive the landscape is for attorneys,” says Taylor Smith, President of CLM Advisors. “The solutions we offer to law firms within the P&C defense arena today are essentially data-driven in nature. These include:

  • Identifying potential clients and decision-makers in specific jurisdictions;

  • An Insurance Claims Intensive Workshop to help attorneys better understand their clients; and

  • Message validation and market surveys to help firms communicate their value proposition more effectively.

“Steve’s focus compliments our offering perfectly,” says Taylor Smith. “Where our work provides important data and information, Steve’s work addresses the human side of business generation. He improves core business development skills at the attorney level, enabling capabilities that are simply not taught in law school. His methodology of ‘Sale-Free Selling’ helps firms to develop and maintain successful business development cultures, while his E-Learning platform, Origination Station, provides an interactive and customized approach to business development coaching and training.”

More information about Steve’s businesses can be found at www.Fretzin.com. As part of the partnership, Fretzin will offer preferred pricing to attorneys and firms who are introduced by CLM Advisors.

About CLM Advisors
CLM Advisors is the consulting and advisory arm of the Claims and Litigation Management (CLM) Alliance, an organization of more than 45,000 members and fellows focused on promoting and furthering the highest standards of claims and litigation management. CLM Advisors works with claim and legal executives, law firms, and vendors to improve their businesses. The organization provides its services in three primary areas:  advisory and consulting, market intelligence, and talent acquisition. More information about CLM Advisors can be found at www.clmadvisors.org.

#Contact: Taylor Smith | President, CLM Advisors | 224.212.0134 | taylor.smith@clmadvisors.org

Bob Titus Joins CLM Advisors

Bob Titus Joins CLM Advisors

Deerfield, Ill — CLM Advisors is pleased to announce that Bob Titus has joined CLM Advisors. He brings to CLM Advisors’ clients significant expertise in several critical areas, including:

  • Claims and Risk Program oversight for self-insured clients;

  • Subrogation program advice and consultation;

  • Claims advocacy and insurance litigation support and guidance across all P&C lines;

  • Construction Project Wrap-Up assistance, including the marketing, administration, and close-out reconciliation of large multi-year Rolling Wrap-Up projects.

In addition, Bob provides guidance and consultation in Agency/Broker E&O, and Insurance Claim Disputes.

Bob is a licensed Insurance Advisor, Insurance Broker and risk management professional with more than 25 years of experience. He has developed and taught professional development courses to insurance professionals for more than 15 years at the Insurance Library of Boston, Polestar Performance Programs, Inc., The CPCU Society and The Academy of Insurance.  He has also presented on an array of topics at national and regional insurance industry conferences.

Bob earned a Bachelors’ degree from the University of Massachusetts-Amherst and holds multiple insurance professional designation, including:

  • Associate in Claims (AIC)

  • Construction Risk Insurance Specialist (CRIS).

He has also completed OSHA’s 30-Hour Safety Training for both Construction and General Industry, and is an active member of the MA Chapter of RIMS.

Questions about Bob’s services can be directed to bob.titus@clmadvisors.org

About CLM Advisors
CLM Advisors is the consulting and advisory arm of the Claims and Litigation Management (CLM) Alliance, an organization of more than 40,000 members and fellows focused on promoting and furthering the highest standards of claims and litigation management. CLM Advisors works with claim and legal executives, law firms, and vendors to improve their businesses. The organization provides its services in three primary areas:  advisory and consulting, market intelligence, and talent acquisition. More information about CLM Advisors can be found at www.clmadvisors.org.

#Contact: Taylor Smith | President, CLM Advisors | 224.212.0134 | taylor.smith@clmadvisors.org

Caryn Siebert Joins CLM Advisors

Caryn Siebert Joins CLM Advisors

Deerfield, Ill — CLM Advisors is pleased to announce that Caryn Siebert has joined CLM Advisors. Caryn brings a unique perspective to her CLM Advisor clients. She has served as a CEO, Chief Claims Officer and General Counsel, in roles with TPAs, insurance carriers and self-insured companies.

With more than 20 years of experience in legal, claims, and risk management, Caryn helps her clients achieve operational excellence, build high performing teams, and solve problems across a myriad of disciplines.  She also serves as a certified mediator and provides risk management advice to self-insureds, public entities, MGAs, insurers, and reinsurers.

Caryn is a proud recipient of the 2017 CLM Litigation Management Professional of the Year award and also the 2017 Ollie Award. In 2016 she authored Chapter Four of “Words of Wisdom from Women to Watch and was an honoree in the 2010 “Woman to Watch” Business Insurance awards.

Caryn is an active CLM leader, having been an original member of the CLM National Committee, and continuing to serve as a member of the Retail, Restaurant & Hospitality and also the Technology and Subrogation Committees of the CLM. She has served as a teacher at the CLM Claims College and has spoken at the CLM Annual Conference and also Regional and Specialty conferences. She continues to chair the CCC in Southern California and supports several non-profits including Kids Konnected, Alzheimer’s and Pathways.

Prior to joining CLM Advisors, Caryn led the claims operations of a large insurance carrier, in a role that included the oversight of TPAs across the country and an internal team of claims professionals. Previously she served as President of Carl Warren & Company, which, under her guidance, was listed on the Inc5000 list of fastest growing private companies in 2014 and was also awarded the National ESOP Company of the Year in 2013.

In prior roles, Caryn served as SVP and Claims Director of Safeco Insurance, Director of Commercial Claims for GE Employers Reinsurance, and General Counsel for GE Coregis.  Caryn started her career practicing insurance and reinsurance law at LeBoeuf, Lamb.

Caryn received a B.A., magna cum laude, from Brooklyn College and a J.D., cum laude, from New York Law and is still in good standing with the bar associations in NY, NJ and WA.

Inquiries about Caryn’s services can be directed to caryn.siebert@clmadvisors.org

About CLM Advisors
CLM Advisors is the consulting and advisory arm of the Claims and Litigation Management (CLM) Alliance, an organization of more than 40,000 members and fellows focused on promoting and furthering the highest standards of claims and litigation management. CLM Advisors works with claim and legal executives, law firms, and vendors to improve their businesses. The organization provides its services in three primary areas:  advisory and consulting, market intelligence, and talent acquisition. More information about CLM Advisors can be found at www.clmadvisors.org.

#Contact: Taylor Smith | President, CLM Advisors | 224.212.0134 | taylor.smith@clmadvisors.org

Thomas G. Dunlop Joins CLM Advisors

Thomas G. Dunlop Joins CLM Advisors

Deerfield, Ill — CLM Advisors is pleased to announce that Thomas Dunlop has joined CLM Advisors. Tom will focus his CLM Advisors’ practice on two distinct areas of the industry.

First, he will advise insurers, claims organizations and staff counsel operations on performance improvement issues ranging from operations improvement, litigation support vendor selection, contracting and management, and legal bill review and legal matter management systems.

Second, for outside insurance defense firms, and also for technology and service companies serving the claims and legal industries, Tom will help them to be more successful, by defining company value propositions, improving services delivery, and enhancing operational efficiencies.

Tom comes to CLM Advisors with 30 years of experience in Staff Counsel and Legal Operations Management, gaining deep expertise in staff counsel office management, staffing, and performance management. Tom’s broader litigation operations experience includes:

  • the creation and management of a 20-person internal bill review and payment team

  • the design, training and introduction of matter management systems

  • national legal vendor sourcing and contracting

  • the use of offshore vendors within backroom legal operations, and

  • the early introduction and roll-out of legal e-billing platforms

Most recently, Tom served as Head of Legal Operations for CNA Insurance companies. He held numerous management positions in both legal operations and staff counsel at CNA, serving as Managing Trial Attorney, Regional AVP for Staff Counsel, and AVP of Legal Operations and Sourcing.

Tom is a licensed attorney and received his B.A from the University of Wisconsin-Milwaukee and his J.D. from Gonzaga University School of Law. Tom is a member of the Wisconsin State Bar Association and completed management training at the Kellogg School of Northwestern University.

Inquiries about Tom’s practice and services can be directed to tom.dunlop@clmadvisors.org or to info.@clmadvisors.org.