




Every day, plaintiff attorneys submit demands without understanding the hidden evaluation systems insurance carriers use. You rely on experience and case law, while claim professionals rely on sophisticated software, internal guidelines, algorithms, and evaluation methods you’ve never seen.
The result? You leave money on the table. You spend money on expenses that don’t add the value you had hoped. Your clients settle for less than they deserve. And you don’t even know it happened.
Here’s what you’re up against:
Insurance carriers train their staff for months. They have playbooks, software, supervisors, and an entire industry backing their evaluation methods. You have your experience and instinct.
It doesn’t have to be this way. Learn How We Help

I evaluate your case file using the same methods insurance claim professionals use analyzing medical records, treatment gaps, pre-existing conditions, and documentation quality. You’ll receive a detailed report showing:

Not every case needs a full audit. Sometimes you need quick answers about carrier tactics, settlement authority, or negotiation strategies. I provide ongoing consultation to help you:

Your case managers are your front line, but they’re negotiating against trained professionals who know every trick in the book. I provide training that gives your team the confidence and knowledge to:
Expertise In:
“Don’t be a Jerk, Kindness is my Method, Empathy is the Superpower”
After two decades in an industry that often forgets the human element, I bring empathy back into the equation. Insurance carriers train adjusters to see claims as numbers. I help you remember and prove they’re people. Because empathy isn’t weakness, it’s the superpower.
We discuss your case or training needs in a no-obligation 30-minute call. I’ll let you know if my services are a good fit and answer your questions about the process.
Upon receipt of a completed Consultation Agreement, you securely provide case file(s). I provide a billing and delivery date estimate. Work will begin after approval to proceed is received.
For audits: You receive my report with the answers to your questions with any additional insights observed for review and my invoice.
Payment is due upon receipt. For online payments a processing fee will be applied, if paying by check to avoid fees, it’s due within 5 business days.
Armed with insider knowledge, you strengthen your case positioning, fill documentation gaps, and negotiate from a position of power.
Within 90 days of report receipt, schedule your complimentary 30 minute follow up consultation.
We discuss your case or training needs in a no-obligation 30-minute call. I’ll let you know if my services are a good fit and answer your questions about the process.
All claim professionals are taught that every claim has some form of fraud. Throughout my career I found this to be grossly exaggerated.
It varies depending upon the carriers risk tolerance level, policy type, claim type in addition to the assigned claim professional and their supervisors experience levels.
Want more insights like these? Follow my blog posts for insider tips, carrier updates, and case evaluation strategies.

I didn’t set out to become an insurance industry insider. I started as a claims intake specialist in 1999, curious about how the system worked and excited to earn $18.60 per hour with full medical, dental, and vision benefits. Twenty-three years later, I’d worked every role from intake claim representative to litigation specialist, learning every evaluation method, software system, and negotiation tactic carriers use by working for and with most casualty insurance carriers.
But something always bothered me: the imbalance. Unlike plaintiffs lawyers, Insurance carriers can have representatives respond to incident scenes, make contact with all parties involved and associated with an incident while perpetuating victim blaming and punishment for pursuit of damage recovery.
That’s why I founded Red Stapler Project. After more than two decades on the inside, I’m now working exclusively for plaintiff attorneys, providing the insider intelligence that levels the playing field.
My approach is simple:
Because understanding how the system works shouldn’t require sacrificing your humanity. Insurance claims are about people, not just numbers. I help you prove that to carriers while negotiating from a position of strength.
Based in La Mesa, California, I work with plaintiff attorneys throughout the United States of America, both in-person and remotely.
Expert witnesses testify about industry standards and practices. I provide strategic consulting to help you position cases before negotiation even begins. Think of me as your behind-the-scenes advantage—I help you understand what carriers see so you can strengthen your case preemptively.
Absolutely. While pre-demand audits provide the most value, I can analyze cases at any stage and provide strategic guidance for ongoing negotiations
Most audits are completed within 5-7 business days from the time I receive complete case files. Rush service is available for time-sensitive situations for an additional charge.
Yes. All case files are transmitted and stored securely using HIPAA-compliant systems. In addition to a Consulting Contract, I sign NDAs and adhere to strict confidentiality protocols.
I specialize in personal injury cases including most forms of auto accidents, pedestrian, bicycle, premises slip/trip and fall, dog bite, and general bodily injury claims. These are the areas where my insurance processing experience is most directly applicable.
While the bulk of my expertise is centered in California insurance regulations and practices, I processed claims occurring Nationwide and conducted investigations for carriers across the Country and in Canada that occurred in San Diego County. Having processed claims nationwide with numerous carriers, I have broad exposure to how these systems operate across different markets. Contact me to discuss your specific situation.
Schedule a free 15 or 30-minute consultation. We can discuss what services will best fit your needs.
Case audits typically find ways to save the amount of my bill in expenses and make significantly more through general damages. I provide bill estimates for approval prior to beginning any work.
You’ve spent years building your practice and fighting for your clients. Isn’t it time you had the same insider advantages that insurance carriers take for granted?
One case audit from Red Stapler Project could pay for itself many times over in general damages and provide cost saving methods that can be applied going forward. One training session could transform how your entire firm approaches client matter documentation and demand drafting.
The question isn’t whether you can afford this intelligence. It’s whether you can afford to keep negotiating without it.
✓ Free 15 or 30-minute consultation
✓ HIPAA-compliant file handling
✓ Confidentiality guaranteed