Hear network administration veteran and attorney Neal Stanley discuss an alarming trend of networks being brought into agent E&O claims and other legal matters, including trade secret issues, trust account exposures, non-compete violations and more. Expect a discussion regarding the steps networks should take to mitigate their E&O exposures and other vulnerabilities.
Neal Stanley, President, Palmetto Management Advisors
Neal Stanley has over 40 years of experience in the management and direction of insurance companies and insurance agencies. For the last 15 years, he was associated with United Valley Insurance Services, Inc. as a director, consultant and principle officer of the company.
In those capacities, he assisted in the development and implementation of United Valley’s long-range business plan. During his tenure at United Valley became a dominant insurance agency network and it developed a large agency operation. United Valley sold in 2014, but the principals stayed to manage the transition.
Neal retired from United Valley in 2017 and reopened his consulting business. Palmetto Management Advisors LLC is a consulting company that provides consulting services to insurance networks and assists insurance agencies in perpetuation.