Synergy Blog

Synergy’s Dave Place to speak at Public Justice Spring Board Meeting

Director of Synergy Lien Resolution Services, Dave Place, will present at the Public Justice Spring Board Meeting on May 1, 2014 in Dallas, Texas.  During this informative, hour long CLE seminar, Mr. Place will educate attendees on how to reduce or eliminate self-funded ERISA healthcare plans’ subrogation and reimbursement claims, identify the funding status of ERISA plans, perform a statutorily correct document request, and judge the strength or weakness of the ERISA plan’s language.  Mr. Place will also provide insights into the lien resolution industry drawn from his 14 years of experience as an ERISA recovery attorney, and explain how the plaintiff’s bar can turn that understanding into significant reductions for their clients.


"I recently engaged Synergy to assist with a complicated PTD settlement involving a substantial Medicare Set Aside. The claimant’s wife has been providing full time attendant care which is not Medicare covered. The Synergy nurse was able to do a full analysis of non-Medicare covered expenses which far exceeded the value of the MSA analysis performed by the carrier’s contracted MSA provider. The non- Medicare figures became the main focus of the settlement negotiations and more than doubled the value of the case. Although I could estimate the attendant care figures, the nurse added in other items that I would not have routinely considered. I also asked Synergy to evaluate the EC’s MSA as well as their prescription review. Synergy offered insight about the prescription donut hole which I did not have a clear understanding about. Again, their insight and information added a great deal of value to the overall settlement. Not only did I learn from Synergy but was able to educate my clients in the process. These are very complex and complicated areas; I will use Synergy again and again!"

Rosemary Eure
Lancaster & Eure

"Synergy is a valuable partner in the successful resolution of catastrophic cases. Their understanding of complex issues including Medicare, Medicaid and financial planning – allows me to be certain that my clients and practice are protected."

Hector J. Lombana
Gamba & Lombana

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