New Agreements signed in 2nd Quarter of 2020

ChoiceLegal, the #1 nationwide record retrieval company in client satisfaction, announced closing new agreements with several carriers and TPA’s (and their respective defense panel) in the 2nd Quarter of 2020. 

“We are excited to welcome a new set of carriers and TPA companies to the CHOICE platform,” says Jeff Baker, Senior Vice President of Sales. “We have also implemented EDI and API solutions with several of these clients to streamline the requests and review of records.”


ChoiceLegal, Inc. announces the launch of CHOICEREPOZ ™.   “ChoiceRepoz™ addresses the needs of our clients for a paperless solution to their class action, mass tort and major claim events (such as Covid 19 Business Interruption)”, advises Jeff Baker, Senior Vice President of Sales.

Claim documents and related documents can be uploaded to ChoiceRepoz™ with the click of a button.  It allows clients to gather and organize mass volumes of claims into one repository where adjusters and lawyers can review, collaborate and adjudicate together.

ChoiceLegal Closes out 2019 on high note

2019 has continued the trend of shattering year over year growth at ChoiceLegal. We are one of the Top 5 National Record Retrieval companies by volume, and the clear leader in service performance and customer satisfaction. Continuous client defections from competitors to us supports this narrative.

“In addition to client onboarding and acquisition, we have invested significantly in systems and processes” says COO Alexa Jessee. “We have automated and streamlined many components of the workflow which has further accelerated our already superior performance levels. We will continue to focus on technology and best practices to maintain leadership role in service levels. We are seen as the premier record retrieval company for clients that place a premium on service and turnaround time. We have no peer with this”

“I could not by happier where we are positioned as a company right now” remarks Senior Vice President of Sales Jeffry Baker. “Our tag lines aren’t just words #deliver on promises & #still growing. I am so proud that the backbone of our branding is directly related to our staff’s ability to deliver such a high-level work product. We are truly blessed with the Choice Team”.

Choice Legal Announces 2019 Conference Schedule

Choice Legal is happy to announce our 2019 Conference Schedule where we are sponsors/exhibitors.  We hope you come out and meet us at our table.

CLM Annual Conference

March 13-15 in Orlando, Florida.
The CLM Annual Conference is the premier annual event for professionals in claims and litigation management industries.

RIMS 2019

April 28-May 1 in Boston, MA.
RIMS is the largest risk event of the year with over 10,000 attendees and 400 exhibitors.  Visit us at Booth #471.

2019 MPL Association Conference

May 15-17 in Portland Oregon.
The Medical Professional Liability Association brings together hundreds of professionals who work in insurance and Alternative Risk Transfer.

Choice Legal Finishes 2018 With Largest Growth Year in Company History

Choice Legal has firmly established itself as one of the highest volume National Record Retrieval Companies in the country after posting the largest growth year in the Company’s 30+ year history in 2018.

“It truly was a phenomenal year of new client acquisition” says CEO Paul Jessee. “We are truly blessed to have continued our record growth by adding customers across every industry sector (Insurance Carriers, TPA’s, Captives, Risk Retention Groups and Self Insured’s with High SIR’s).

Our growth is a testament to the customer centric approach we provide” says COO Alexa Jessee. “Our client retention and customer satisfaction are the main drivers of our growth. The Brand awareness of Choice Legal is synonymous with results, not promises. We are very proud and appreciative of the client references we receive”.

Our Sales and Account Management team is 2nd to none”, remarks Senior Vice President of Sales Jeffrey Baker. “We have perfected the on boarding of our clients nationwide defense panel (ranging to several hundred firms) in an orderly, efficient and timely fashion. Our clients marvel at the ability of Choice to implement expertly and expeditiously, which makes it easier for them to move their business to us from their current process”.

Choice Legal Welcomes New CFO

Choice Legal hires Joe Price as its Chief Financial Officer.  Joe has extensive experience in managing high-performance companies and is tasked with improving financial reporting as well as installing data analysis to improve operations.

A financial industry veteran, Joe brings more than 15 years of experience in leadership, problem solving and growth management. His expertise includes financial accounting and reporting, audit coordination, tax planning and compliance, IRS interaction, M&A, business development, strategic planning, board interaction, budgeting, contracts, risk management, statutory licensure, compliance and reporting, treasury and international responsibilities.

Joe has broad industry experience focused in healthcare, manufacturing and technology. Previously, as a partner with the Florida CFO Group, he provided sophisticated financial, operational and managerial guidance to growing small and mid-sized businesses. As senior partner for Visibility Management, he provided financial and general management services to companies in a wide variety of industries.

Joe was also executive VP and CFO for vision insurance carrier Advantica EyeCare where he was responsible for financial reporting, auditing, taxes, treasury, state compliance, budgeting and actuarial. He played a significant role in the sale of the company in 2010.

Joe received a Bachelor of Science degree in Accounting, graduating cum laude, from Le Moyne College in Syracuse, New York. He was a Certified Public Accountant (CPA) in New York State.  He received an MBA, magna cum laude, from the University of Miami’s executive program.  Joe is also a board member of the Tampa Bay chapter of Financial Executives International (FEI) and a member of the Tampa Bay chapter of the Association for Corporate Growth (ACG).

Joe and his wife live in Dunedin, FL and have three adult children.

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Choice Legal Continues to Grow its Customer Base

Choice Legal, the leading provider of legal support services to insurance companies and law firms worldwide, announced that new customers added in Q4 included staff counsel offices of a national auto insurance carrier in New York, New Jersey, Pennsylvania, Georgia and Tennessee. This was in addition to its client’s current staff counsel offices in Florida.

The company also added four Mass Tort law firms in various states as it rapidly expands its Plaintiff business. To date, Choice has processed nearly a million medical records.

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