Tim is Chair of the Philadelphia Professional Liability Practice Group and the Insurance Agents and Brokers Liability Group. He focuses his practice on the defense of errors and omissions claims brought against insurance agents and brokers of all sizes. He also oversees and manages the day-to-day operations of a broad range of professional liability attorneys.
While Tim’s practice is focused on defending insurance agents and brokers, he also frequently defends attorneys, corporate directors and officers, and a variety of real estate professionals, including title agents, appraisers, brokers, home inspectors and lenders in E&O and malpractice claims brought against them. He has successfully tried multiple cases as first chair counsel resulting in jury trial defense verdicts and tried dozens of arbitrations in Pennsylvania. Tim also has experience defending product liability matters.
In addition to his civil litigation practice, Tim is a frequent speaker and author of publications on various topics regarding Insurance Agent/Broker Errors & Omissions, for clients, brokers, industry trade associations and professional liability insurers.
In 2003, Tim graduated from Boston College with a Bachelor of Arts in political science. During the fall semester of his junior year at BC, he clerked for Senator John Kerry (D-MA). Tim then attended Temple University Beasley School of Law in Philadelphia, PA, where he earned his juris doctor in 2006. He achieved various honors while at Temple Law School, including: Temple University Law Faculty Scholarship recipient; Outstanding Oral Advocacy in Trial Advocacy; and Distinguished Classroom Performance – Civil Procedure. He was also a staff member of the Temple Political and Civil Rights Law Review.
While attending Temple Law, Tim also worked part-time as a law clerk with Liberty Mutual Insurance Group in the Philadelphia Legal Department.
Results
Philadelphia Commerce Court Grants Summary Judgment, Dismissing $2M Unfair‑Competition and Tortious‑Interference Claims
We obtained summary judgment dismissal, following Oral Argument, in a Philadelphia Commerce Court commercial litigation matter involving allegations of unfair competition and tortious inference with contract and business relationships, brought by one adult day care center against our client, a competing adult day care facility. The plaintiff’s suit stemmed from alleged violation of regulations set forth by the Pennsylvania Department of Aging and its Office of Long-Term Living. The plaintiff’s final demand was $2 million, and no settlement offers were made before the trial court granted summary judgment.
Montgomery County Court Dismisses Lawsuit Against Insurance Broker
We obtained dismissal of our insurance broker client on Motion for Summary Judgment in the Montgomery County Court of Common Pleas, Pennsylvania, on the basis of no duty breached, and lack of causation. Claimants asserted a professional negligence theory for allegedly allowing a commercial insurance policy to lapse, failing to notify the policyholder claimant of the lapse or cancellation, and allowing a subsequent gap in coverage to exist after the policy cancelled, when an underlying loss occurred. However, after completed discovery depositions and expert discovery, we successfully moved for summary judgment, arguing the policy cancelled because of the policyholder’s own failure to comply with premium audit requirements, rather than any liability or breach of standard of care by the insurance broker.
Thought Leadership
PLUS Blog
Insurance Broker Best Practices to Reduce AI-Related E&O Risk
August 25, 2026
Insurance agencies and brokerages, like most businesses, are increasingly using artificial intelligence and large language models (LLMs), such as ChatGPT and Gemini, in their daily operations. AI can provide significant advantages, including greater efficiency, enhanced productivity, and cost savings. For example, brokers may use AI to generate policy comparisons and proposals, accelerating the quoting process. However, these benefits come with risks. AI-generated information may be inaccurate, leading to improper advice, coverage misrepresentations, or binding coverage that violates underwriting guidelines. Overreliance on AI may also increase exposure to errors and omissions (E&O) claims and litigation. Insurance agencies can reduce AI-related risks by following these five best practices: 1. Require Licensed Producer Oversight AI can improve efficiency, but it does not replace the professional judgment or responsibility of a licensed producer. Treat AI-generated content as a preliminary draft that may contain errors. Before any quote, proposal, coverage summary, or policy comparison is provided to a client, a qualified individual should independently verify all material information, including coverage terms, limits, deductibles, exclusions and endorsements, against the applicable policy forms and source documents. 2. Establish a Formal AI Policy Agencies should adopt a written AI policy that defines: Approved AI tools; Information that may or may not be entered into AI platforms; AI outputs requiring licensed producer review; Tasks AI may assist with or perform autonomously, if any; and Permitted and prohibited uses. Approved uses may include document summarization and administrative support. Prohibited uses should include independently binding coverage, modifying limits, providing coverage advice, or communicating coverage determinations without human review. The policy should be distributed to all employees, supported by training, and reinforced through written acknowledgment of compliance. 3. Manage Third-Party AI and Data Security Risks Confidential client information, such as loss runs, financial records, proprietary information, or other sensitive data, should not be entered into unapproved public AI platforms. Agencies should also review contracts with AI vendors to ensure they adequately address confidentiality, cybersecurity controls, data retention, indemnification, insurance requirements, and limitations of liability. 4. Document AI Usage As with other client communications and insurance placement decisions, agencies should maintain records of AI-related activity. Documentation should reflect the client’s requests, information available to the producer, AI-generated output, any modifications or verification performed by agency personnel, communications with the client, and the coverage ultimately procured. Such records may provide valuable evidence in defending a future E&O claim. 5. Review Insurance Coverage Agencies should review their own E&O policies to determine whether any exclusions, limitations, or endorsements affect coverage for AI-related activities. Likewise, agencies should be aware of any AI-related coverage restrictions contained in policies they recommend or place for clients. Conclusion AI is a valuable tool that can help insurance agents and brokers improve efficiency and service. However, it should supplement rather than replace the oversight, expertise, and professional judgment of a licensed producer. This article was originally published on PLUS Blog, the blog of the Professional Liability Underwriting Society, on August 20, 2026. All rights reserved. Further duplication without prior permission is prohibited.
Defense Digest
On the Pulse…Defending the Professionals Who Power the Insurance Industry
March 1, 2026
The Insurance Agents and Brokers Defense Practice Group at Marshall Dennehey is nationally recognized for its skillful representation of insurance professionals in complex civil litigation. With decades of collective experience, our attorneys provide sophisticated, results-driven defense to insurance agents, brokers, managing general agents, and other intermediaries facing professional liability claims. We understand the intricate regulatory frameworks, contractual obligations, and industry standards that govern the insurance marketplace, allowing us to craft defenses that reflect both legal prowess and practical business insight. Our team regularly defends clients in claims alleging negligence, misrepresentation, breach of fiduciary duty, failure to procure coverage, and errors in policy placement or renewal. We also handle disputes arising from alleged bad faith, premium miscalculations, claims denial, and compliance violations. Whether the matter involves a single claim or a multi-jurisdictional class action, our attorneys have the depth of knowledge and trial experience necessary to protect our clients’ reputations and minimize their exposure. Beyond litigation, our practice group emphasizes proactive risk management and claim prevention. We partner with insurance agencies and brokerages to conduct internal audits, develop best practices, and deliver training on evolving industry risks, emerging coverage issues, and regulatory developments. This preventative approach reflects our broader commitment to supporting our clients as trusted advisors, not just defenders, throughout the life of their businesses. At Marshall Dennehey we understand that every claim against an insurance professional carries significant professional and reputational consequences. Our clients rely on us for strategic, efficient, and discreet representation that aligns with their long-term business goals. By combining deep industry knowledge with vigorous advocacy and an unwavering commitment to service, our Insurance Agents and Brokers Defense Practice Group stands at the forefront of protecting the professionals who keep the insurance industry moving. Tim is Chair of the Professional Liability Practice Group, and he can be reached at TGVentura@MDWCG.com.
