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Legal Counsel Built for Massachusetts Insurance Professionals

From the Publishers of Agency Checklists


The ‘Insider’ Advantage

General practice firms may know the law, but they don’t know your business. At ForbesGallagher, we don’t just report on the Commonwealth’s insurance regulations—we practice in them every day. We understand the nuances of agency valuation, the specific threats of Errors & Omissions in this market, and the regulatory hurdles unique to Massachusetts.

Have a Question? Call Owen Directly at 617-598-3801

How We Support Massachusetts Agents

Agency Sales & Acquisitions

The sale or acquisition of an agency is often the largest transaction of an owner’s career.

  • Valuation: fair market positioning
  • Structure: asset vs. stock transactions
  • Regulatory: Division of Insurance approvals

Complex Coverage Opinions

Immediate, authoritative analysis when coverage disputes threaten agency exposure.

  • Policy review: exclusions and endorsements
  • Defense strategy: E&O risk mitigation
  • Litigation: Massachusetts courts

Legal & Regulatory Consulting

Preventative counsel focused on compliance, contracts, and carrier relationships.

  • Agreements: producers and compensation
  • Compliance: operational audits
  • Carrier issues: appointments and disputes

If you are reading this, you likely subscribe to Agency Checklists because you value accuracy, timeliness, and a deep understanding of the Massachusetts insurance marketplace. You shouldn’t settle for anything less from your legal counsel.

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