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 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 and business loss within the P&C insurance industry.

Expert Witness Services for Businesses

Independent analysis and testimony involving client retention patterns, agency practices, and industry standards.

Client retention 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.

Legal Issues:

  • Bad Faith
  • Defamation | Broker Poaching
  • Non-Compete / Non-Solicitation
  • Tortious Interference
  • Trade Secrets
  • Breach of Contract / Fiduciary Duty
  • Business Interruption
  • Loss of Business Value
  • M&A Disputes
  • Misalignment with Industry Standards

Ms. Thomas does not offer legal liability.
Her opinions address industry practices and the business impact of alleged actions on
client retention, revenue, and enterprise value.