Thirty years. Two countries. One straight answer.
Claims, real estate, title and joint ventures, plus the client-ready tools that come out of the work. Branded to your firm.
A written position on your claim question inside 48 hours. $250 one off, or from $450 a month on retainer. No commission riding on the answer either way. What it costs
Five consulting services across claims, property and title. See what I do.
Homeowners policy scanned
Real output from the real tools. Your logo, your firm name.
Five services, one straight answer
Two decades on the claims side, thirty years reading markets. Here is where that gets useful.
Agency-side claims consulting
A question on a claim scenario, liability or coverage issue? I tell you how the carrier will see it, before you give your client an answer you cannot take back.
02 · For agents and brokersReal estate consulting
Improving the business, uncovering new revenue, streamlining operations. Most brokerages are not short of activity. They are short of margin.
03 · For title professionalsTitle consulting
Improving title and closing operations while creating additional revenue streams. The closing table is where a transaction is finished cleanly or quietly lost.
04 · For brokers and ownersJoint venture consulting
Exploring and establishing title-related joint ventures: the opportunity, the structure, and the RESPA reality of doing it properly.
05 · For any officeCustom productivity toolkits
That calculation your team repeats every week, living in a spreadsheet or in one person’s head. I turn it into a branded tool that runs in ninety seconds.
Most claim questions reviewed, analyzed and answered within 48 hours
What clients kept asking for, built
Everything here came out of the consulting work. These are the questions clients kept asking, built into something your team can run without me. Branded to your firm, no subscription.
Insurance Agent Toolkit
Six interactive client tools: claim decisions, deductibles, umbrella need, coinsurance, replacement cost, and the annual review. All branded to the agency, and printing clean for the client file. Any one of them on its own is $49.
The Mortgage Toolkit
Six client-facing calculators in one: closing costs, loan comparison, affordability, refinance, seller net sheet, and extra-payment. Branded to the broker, with lead capture built in.
Claims-Ready Client Kit
An adjuster-authored kit agents brand and hand to homeowner clients: the guide, home inventory worksheet, and after-a-loss checklist. Start with a free branded sample.
Agent & Broker Toolkit
Eight deal-stage tools agents run in front of a client: listing insurability, claim-history impact, flood reality check, vacancy warning, inspection triage, loan survival check, seller document pack, and the buyer’s first-year brief. Branded to the agent, printing clean for the client file.
Title Company Toolkit
Ten tools your closers use every day: who pays what, transfer tax and recording, seller net sheet, buyer cash to close, wire fraud packet, premium quote, prorations, closing timeline and commitment decoder. Configured with your own rates and branded to your firm.
Endorsement Decoder
Reads the forms rather than the summary. Identifies every form and endorsement by number and edition, prints the exclusions that actually apply, and ranks the gaps by dollar exposure, with an opening line you can say out loud.
Why me
I have spent thirty years working out what assets are actually worth, and persuading other people of it. Client relations in the UK, then real estate in the States, then two decades in Florida on the side of the claim file where the decisions get made.
Property damage assessment and liability claims are valuation problems wearing different clothes. Once you have seen enough of them, you stop guessing how a file will land and start knowing.
Bring me a situation
A claim, a deal, an operation you think could run better. I will tell you honestly whether, and how, I can help. If I cannot, I will say that too.
Start a conversation