Page 9 - INA Program Book 2021

Emerging E&O Risks for Networks

Industry Presentation
August 12 | 11:30 AM

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

8 | INSURANCE NETWORKS ALLIANCE