Let us know how we can assist you.

Contact us to learn more about how we can assist you with a specific project.

info@texins.net  Email
(713) 664-6424  Phone

Our Services

Please select from the list of services below for more information about how we can assist you in that area.

Expand All  |   Collapse All

  • Mergers / Sales / Acquisitions
  • Assistance in negotiating and structuring the purchase or sale of insurance firms (i.e. insurance companies, agencies, managing general agencies, books of business, etc.) Assisting individual producers in identifying agencies or brokerage houses to associate with, as well as negotiating and structuring contractual arrangements (i.e. producer agreements, buy-sell agreements, confidentiality and non-piracy covenants, etc.)

  • Fair Market Valuations
  • Analysis and evaluation of insurance entities (i.e. insurance companies, agencies, premium finance companies, etc.) in order to establish their fair market value as a going concern to the current owners, or the intrinsic market value to an outside purchaser.

  • Due Diligence Investigations
  • Arrange and manage all or any portion of the review and analysis of insurance firms (i.e. insurance agencies, insurance companies, etc.) in connection with the purchase or sale of the entity.

  • Buy / Sell Agreements
  • Assistance in developing and drafting buy / sell arrangements between shareholders, partners or owners of closely-held firms, with particular emphasis on entities that are active in the insurance and financial services industry.

  • Expert Witness Testimony
  • Mr. Braniff has testified in State and Federal cases on a number of issues, including the following:

    • Industry Practices
    • Policy Interpretation / Coverage Analysis
    • Additional Insured Status
    • Certificates of Insurance
    • Duties / Responsibilities of Agents, Brokers, Managing General Agents, Surplus Lines Agents, Insurance Companies, Premium Finance Companies
    • Reinsurance
    • Non-Compete / Non-Piracy / Trade Secrets Agreements
    • Confidentiality / Non-Disclosure Agreements
    • Insurance Department Rules / Regulations / Filings
    • Fair Market Valuations
    • Fraud / Misrepresentation
    • Bad Faith / Unfair Practices
    • Deceptive Trade Practices

  • Insurance / Legal Research
  • Research and review of insurance policies to form coverage opinions. Review of other contracts with regard to the insurance and/or indemnity provisions therein. Analysis of policy provisions, and negotiation with adjusters regarding coverage issues.

  • Producer / Employment Agreements
  • Assistance in the development and drafting of employment agreements and/or producer agreements between insurance firms and their employees or producers; including non-piracy and confidentiality provisions, and other negative promise provisions.

  • Errors and Omissions Cases
  • Assistance to parties involved in professional liability or E&O type claims; including testimony relative to the duties and responsibilities of the parties involved, insurance industry practices, etc. (Refer to Expert Witness Testimony above.)

  • Insurance Regulatory Matters
  • Representation of clients in administrative or regulatory matters such as insurance licensing, disciplinary actions, interpretation and implementation of insurance regulations, etc.

  • Insurance Company / Agency Relations
  • We provide assistance to insurance companies in identifying and contracting with appropriate agents or brokers to distribute their products; including the structuring and drafting of contractual arrangements between the parties.

    We have also assisted agents and brokers in negotiating special agreements, bonus/profit sharing agreements, and production override arrangements with insurance companies and other providers.

  • Insurance Company Management
  • Our firm has been retained by insurance companies, and also by the Texas Department of Insurance, to assume management and administrative functions for “distressed” insurance companies; including underwriting, accounting, claims handling, appointment and oversight of agents, etc. These projects involve close coordination of the activities of the insurance company with the Texas Department of Insurance, and other regulatory bodies.

    Our firm has also conducted market practice reviews for insurance companies and insurance agents, and developed and monitored corrective action plans.

  • Captive Insurance Programs
  • We provide assistance in the formation and management of captive insurance companies (domestic and foreign). Our firm has also represented clients in negotiating “lease arrangements” with captive insurers and management companies.

  • Legislative Assistance
  • Our firm has represented clients before Texas Legislature. Our services included the drafting of legislation, and active participation in the legislative process to achieve passage, as well as testimony at legislative and administrative proceedings.

  • Arbitration / Mediation
  • Mr. Braniff has served as an arbitrator and mediator in insurance related disputes. Mr. Braniff has also testified as an expert witness or rendered reports in arbitration proceedings relating to the insurance industry.

  • Risk Analysis / Management
  • Assistance in assessing or evaluating risk exposures, including advise regarding the reduction of risk thru the design of specific insurance programs and/or the transfer of risk thru indemnification or other contractual provisions.

  • Perpetuation Planning
  • Our firm provides advice regarding the building of successful insurance agencies, and their continuation after current owners and managers retire from active participation.