Expert Witness Services
Expert Witness in Quantifying Client Loss, Revenue Erosion, and Business Value Damage in P&C Insurance Litigation
Lynn M. Thomas is a tax attorney and consultant specializing in client retention and retention forensics within the property and casualty insurance industry.
She has over 30+ years of experience working with insurance agencies and companies and has conducted or analyzed more than 550,000 structured client interviews and surveys across 480+ engagements.
Ms. Thomas has been retained as an expert witness in lawsuits involving client retention, poaching, non-compete & non-solicitation violations, and business loss within the P&C insurance industry.
Independent analysis and testimony involving client retention, relationship patterns, agency practices, and industry standards.
Client retention and relationship patterns can provide insight into how client relationships developed, how operational practices influenced those relationships, and how client movement may have affected revenue or business performance.
Expert witness work may involve reviewing retention patterns, communication practices, and operational decisions to assess their relationship to disputes, financial loss, or industry standards.
· Defamation
· Broker Poaching
· Non-Compete and Non-Solicitation
· Tortious Interference
· Trade Secrets
· Poaching
· Unfair Competition
· Broker/Agent Negligence
· Duty to Advise
· Breach of Fiduciary Duty
· Misrepresentation
· Documentation Failures
· Non-Adherence to Custom and Practice
· Breach of Contract
· Business Interruption
· M&A Disputes and Forensic Retention Analysis
· Misalignment Industry Standards
· Bad Faith
· Loss of Business Value
· Cybersecurity
I do not offer legal advice.
My opinions address industry practices and the business impact of alleged actions on
client retention, revenue, and enterprise value.
Quantified damages analysis grounded in client-retention data and industry experience.
Clear connections between alleged conduct, client attrition, revenue loss, and business value.
Straightforward explanations designed to communicate complex findings effectively in litigation.
