American Association of Insurance Management Consultants

Mary A. LaPorte, CPCU, CIC, LIC, CPIA

Position / Title: 
Principal
Company Name: 
LaPorte Consulting, LLC
Address: 
4869 Lakefront Drive
Delton, MI 49046
Business Phone: 
(269) 623-8112
Fax: 
(___) ___-____

Profile

Areas of Expertise:

  1. Operations consulting in the area of workflow and procedures with a strong expertise in Independent Agency operations
  • Developing effective workflows and procedures
  • Creating meaningful agency standards
  • Providing action plans to facilitate implementation of recommendations
  • Developing audit processes to assure compliance and support quality control

 

  1. Agency Errors and Omissions (E&O)  reviews and exposure identification in the retail and wholesale insurance agencies
  • Recommended by many of the largest E&O insurers in the country
  • Performing E&O audits in retail and wholesale agencies
  • Providing agents with detail reports including suggestions/recommendations and resources for following best practices in agencies

 

  1. Serves as expert witness or consultant for Errors and Omissions litigation including:
  • Insurance agent’s standard of care
  • Insurance agency operations

 

  1. Education provider for a large selection of insurance topics
  • Serving on the national faculty of CIC (Certified Insurance Counselors)
  • Former faculty for the CPIA (Certified Professional Insurance Agent) program
  • Qualified instructor for “A Practical Guide to Agency E&O Risk Management” program sponsored by the Independent Insurance Agents of America
  • Teaching E&O classes country-wide, for large convention groups and smaller in-house agency venues
  • Teaching a multiple array of Continuing Education Programs approved by the State of Michigan Insurance Department and many other states

 

  1. Has published a variety of insurance industry articles over the last ten years
  • Writes a nationally recognized column entitled “E&O Q&A” which is published in a variety of insurance association magazines.  This column answers insurance agent’s questions related to best practices and E&O avoidance in the insurance agency environment.

 

  1. Author of Mission: EXCELLENCE – Creating an Internal E&O Loss Control Program and Mission: EXCELLENCE – Agency Errors and Omissions Checklist.  These publications outline simple steps to follow in measuring E&O exposure and establishing an internal loss control program to minimize Errors and Omissions claims.

 

 

Experience:

  1. Over 30 years with a large Midwest independent insurance agency
  • Personal Lines Manager, Excess and Surplus Lines Manager, Claims Manager
  • Errors and Omissions Coordinator
  • Agency principal

 

  1. An independent consultant since 2001, working with insurance professionals to attain excellence through sound business practices and advanced education:
  • Insurance agency operations consulting
  • Errors and Omissions loss control
  • Ethics and insurance management education
  • Policy and coverage education

 

  1. A member of the national faculty for the Society of CIC for over 20 years, teaching classes for:
  • Agency as an Organization
  • Managing and Sustaining Financial Strength
  • Human Resources
  • Agency Productivity and Effectiveness
  • Legal and Ethical Responsibilities
  • Personal Auto, Homeowners and Condominiums, Personal Umbrella
  • Other advanced education topics

 

  1. Secretary for AAIMCo (American Association of Insurance Management Consultants)
  • AAIMCo is the only organization in the U.S. which is focuses exclusively on insurance management consulting
  • Only those who meet specific criteria can be approved for membership in the organization

 

Designations and Licenses:

  • Licensed Property and Casualty agent in the state of Michigan for 40+ years
  • Licensed Insurance Counselor (LIC) in the state of Michigan
  • Certified Insurance Counselor (CIC) since 1993
  • Chartered Property and Casualty Underwriter (CPCU) since 1987
  • Certified Professional Insurance Agent (CPIA) since 2011

Membership Level

Professional Member

Areas of Expertise

    • Bank Owned Agencies
      • Agency Management
    • Education
      • E&O Avoidance and Prevention
      • Information Technology (IT) Training
      • Producer Coaching/Development
      • Professional Development
      • Sales Training
      • Seminar Presentations
      • State Continuing Education Credit
      • Webinars
    • Financial
      • Account Collection Solutions
    • Management
      • Account Development
      • Agency Analysis
      • Employee Procedures Manuals
      • Employer Operating Practices Manuals
    • Education
      • Education/Professional Development
      • Seminar Presentations
      • State Continuing Education Credit
    • Management
      • Operational Audits
    • General Services
      • Regulatory/Licensing
    • Expert Witness - Litigation Support
      • Customs, Standards, Practices & Duties - P&C
      • Duties
      • Errors & Omissions - P&C
      • Practice
      • Standards
      • Underwriting - P&C