Jim Leatzow

Leatzow & Associates, Inc.
1265 Pine Isle Road
Three Lakes, WI 54562
Web Site
Phone: 715-546-3300
Fax: 715-546-4445

Jim Leatzow has 39 years of P & C industry experience as a nationally licensed agency owner for 30 years specializing in underwriting, claims, policy issuance, coverages & construction insurance. No charge for travel time. Please review my profile.

* 39 years of insurance industry experience
* 30 years as a national, property/casualty insurance agency owner
* 26 years as a national, property/casualty Managing General Agent (MGA)
* 21 years as a national, Third Party Administrator (TPA) claims handler
* 16 years as an insurance company founder/owner
* Certified insurance & reinsurance arbitrator (U.S. / U.K. / Bermuda)
* Licensed nation-wide for 25 years until 2005 (agency sold)
* Recognized for the quality of his Rule 26 Reports on complex cases
* History of representing both plaintiff & defense equally
* 200+ retentions since 2005
* 50+ depositions since 2005
* Testified/qualified in state & federal courts nationally
* No charge for travel time "coast to coast"

Leatzow's specialties include: Agent - Broker - MGA - TPA standard of care / Underwriting / Nationally qualified bad faith expert in state & federal courts / Claims handling standard of care / Agent - Broker custom & practice / Construction insurance / Coverage issues / Professional Liability / E&O / D&O / Surety / Claims-made coverage & claim trigger / Surplus Lines - E&S issues / Fronting / "Program" & Off-Shore placements

Background

Q: Please list your professional accreditations, degrees, licenses, and certificates granted:
A: Certified Insurance Arbitrator: U.S. / U.K. / E.U. / Bermuda

Q: Please list your affiliations or memberships in any professional and/or industry organizations:
A: Independent Insurance Agents & Brokers of America (Big-I) / ARIAS

Q: Please list any teaching or speaking experience you have had, including subject matter:
A: Insurance agent/broker/MGA/wholesaler standard of care
TPA claims handling standard of care;
Agent-Broker contract agreements, duties & obligations

Q: Have any of your accreditations ever been investigated, suspended or removed? (if yes, explain)
A: No

Q: On how many occasions have you been retained as an expert?
A: 300+

Q: For what area(s) of expertise have you been retained as an expert?
A: Agent / Broker / MGA - Underwriting / TPA - Claims Handling / Standards of Care; Bad Faith; Coverage issues / Case Assessment for counsel

Q: In what percentage of your cases were you retained by the plaintiff?
A: 55%

Q: In what percentage of your cases were you retained by the defendant?
A: 45%

Q: On how many occasions have you had your deposition taken?
A: 60+ depositions

Q: When was the last time you had your deposition taken?
A: August 4, 2015

Q: On how many occasions have you been qualified by a court to give expert testimony?
A: 13 (state & federal courts) Testified in 9 of 11 federal districts

Q: On how many occasions have you testified as an expert in court or before an arbitrator?
A: 13

Q: For how many years have you worked with the legal industry as an expert?
A: 10 years

Q: What services do you offer? (E.g.: consulting, testing, reports, site inspections etc.)
A: Consulting, case assessment, Rule 26 reports

Q: What is your hourly rate to consult with an attorney?
A: Depends on the consultation. Short duration (telephone contact) typically free to discuss their case merits, often up to an hour at no charge.

Q: What is your hourly rate to review documents?
A: I maintain a uniform rate for all retentions guaranteed for the life of the project.

Q: Please list any fees other than those stated above (E.g.: travel expenses, copy fees, etc.)
A: No charge for travel time (portal to portal) coast to coast.

References

References available upon request.

Publications