5 Subrogation Traps to Avoid & 5 Hidden Opportunities to Chase

 DE  FL  NC  OK  TX

Jun 27, 2023 -- 10:30 a.m. to 12:00 p.m.
Jun 28, 2023 -- 8:30 a.m. to 10:00 a.m.

Marc P. Madonia, JD, Senior Counsel-Subrogation, Starr Companies, Inc.

• Examine the role of subrogation in insurance company business
• Discuss the typical mindset – subrogation as an afterthought or ‘found money’
• Highlight how mindset causes missed opportunities and lost money
• Create a framework to discuss how to avoid wasting time on lost subrogation causes and how to mine for non-obvious subrogation opportunities

Elephants and Ants: A Lesson in Micro-Inequities

Jun 27, 2023 -- 8:30 a.m. to 10:00 a.m.
Jun 28, 2023 -- 2:45 p.m. to 4:15 p.m.

Sidney Brassfield, Business Development Manager, Pacesetter Claims Service
JoAnn Pickel, Director of Operations, Pacesetter Claims Service

• Discuss what micro-inequities are
• Manage and respond to micro-inequities
• Address why micro-inequities matter
• Assess how do we make more equitable workplaces

In Defense of the Insurance Adjuster: Defensively Navigating Written and Implied Duties

 DE  FL  NC  OK  TX

Jun 27, 2023 -- 8:30 a.m. to 10:00 a.m.
Jun 28, 2023 -- 8:30 a.m. to 10:00 a.m.

Jessica Port, Esq., Attorney, Zelle LLP
Gene Strother, President, Adjust U, Mid-America Catastrophe Svcs.

• Distinguish between moral codes of conduct and codes of ethics
• Acknowledge the importance of good faith claims handling and sound customer service
• Recognize situations that involve unethical behavior
• Understand an adjuster’s ethical duties at each stage of the claims adjustment process
• Review the claims-adjusting actions that are encouraged or prohibited by various ethics codes

Negotiations: The Art of Letting Someone Else Have Your Way

Jun 27, 2023 -- 1:30 p.m. to 3:00 p.m.
Jun 28, 2023 -- 10:30 a.m. to 12:00 p.m.

Richard C. Ainsworth, CPCU, AIM, AIC, Senior Consultant, Equis Consulting
Tom Meier, Senior Consultant, Equis Consulting

• Discuss and define the current worldview of negotiation.
• Address the importance of negotiation approaches: language, emotion, etc.
• Learn influencing skills to keep negotiations moving in a positive direction
• Review the four process steps of a successful negotiations

PLRB Coverage, CATs & Codes: Adjusting Made Easier

 FL

Jun 27, 2023 -- 3:30 p.m. to 5:00 p.m.
Jun 28, 2023 -- 10:30 a.m. to 12:00 p.m.

Patrick Biggins, JD, Counsel, PLRB
David Fox, JD, Counsel, PLRB
Ruth Gottmann, Dir.-Building Codes/Standards, PLRB

• Conduct historical weather searches using PLRB's Weather/CAT tools
• Find quick answers to common building code questions faced by adjusters utilizing PLRB resources, including the BCme app
• Access the latest property and liability cases, emerging issues, and other updated PLRB materials
• Discover tips and shortcuts using the PLRB database
• This session is for staff of PLRB member insurance companies.

SIU and Coverage Issues: Financial Information

 DE  FL  NC  OK  TX

June 27, 2023 -- 3:30 p.m. to 5:00 p.m.
June 28, 2023 -- 10:30 a.m. to 12:00 p.m.

A. Adam Post, JD, Shareholder, Zausmer, PC
James C. Wright, JD, Shareholder, Zausmer, PC

• Compare the use of Proof of Loss, Subpoena Power, and Traditional Discovery Methods to Obtain Financial Information of Claimants to Defend Against Damages and Wage Loss Claims
• Understand Mobile Payment Services and the “Tap to Pay” Era of Hiding Financial Information from Carriers
• Assess Nontraditional Approaches to Investigate Financial Components of Claims/Lawsuits with Mobile Payment Services
• Identify misrepresented information – real life scenarios of Mobile Payment Services
• Review the Rescission of a Policy of Insurance and Status of the Law on Rescission and Misrepresentation

Smart Home Devices & the First Notice of Loss

 NC  TX

• Understand how smart home technology can identify loss and automatically report potential claims
• Identify ways smart home technology can reduce the frequency or severity of loss
• Understand benefits of using in network providers and how Smart Home technology can help improve utilization

Technology & Innovation: A Forensic Perspective & What it Means for Claims

 DE  FL  NC  OK  TX

June 27, 2023 -- 3:30 p.m. to 5:00 p.m.
June 28, 2023 -- 10:30 a.m. to 12:00 p.m.

Terence Kadlec, P.E., VP-Engineering/Specialty Svcs., MC Consultants, Inc.

• Inspect standards and the proper use of inference and extrapolation
• Innovate the claims response with technology to provide a higher-level, improved, and more reliable deliverable (i.e., report, testimony, etc.)
• Collaborate and communicate with internal experts, external co-experts, and others to cleanly and effectively resolve claims/disputes
• Respond appropriately to the requests and inquiries from a revolving door of persons - clients, carriers, opposition, homeowners, and more

The Role of AI in Claims Investigations and Damage Evaluation

 DE  FL  NC  OK  TX

June 27, 2023 -- 10:30 a.m. to 12:00 p.m.
June 28, 2023 -- 1:00 p.m. to 2:30 p.m.

Arie Glazier, Dir.-Artificial Intelligence, Arturo
Ryan Hughes, Senior Solutions Engineer, Arturo

• Discuss the challenges and areas of vulnerability from using traditional claims investigation and damage evaluation practices
• Identify capabilities offered by new technologies, including the use of AI
• Develop a framework for how to effectively manage claims through real-time decision making and highly accurate, property-level data

The Strategy and Psychology of Effective Claims Handling Through Trial

 DE  FL  NC  OK  TX

June 27, 2023 -- 10:30 a.m. to 12:00 p.m.
June 28, 2023 -- 8:30 a.m. to 10:00 a.m.

William H. McKenzie, IV, JD, Litigation Attorney, Norman Wood Kendrick & Turner
Patrick Quallich, Counsel - P&C Legal, Nationwide Group

• Create intentional Powerful Moments at trial can positively influence juror’s emotional decision-making in the defense’s favor
• Quantify, formulate, and implement the intangible force of Momentum to use in your company’s favor during the entire course of a claim
• Learn how to tactically Ease Tension to promote a favorable claims atmosphere at trial to disarm Nuclear Verdicts
• Secure an in-depth understanding of what social inflation is and why it is important to claims management
• Gain a detailed appreciation and awareness of Third-Party Litigation Funding and its impact on claims handling

Using Digital Twin Technology to Streamline the Property Claims Process

 DE  FL  NC  OK  TX

June 27, 2023 -- 8:30 a.m. to 10:00 a.m.
June 28, 2023 -- 1:00 p.m. to 2:30 p.m.

Robert Reynolds, Director, Product Marketing, HOVER
Kenneth Tolson, AIC, CIOP, President-Network Solutions, Crawford & Company

• Discover the concept of a digital twin and how it applied to everything from automobile manufacturing to building construction
• Understand how digital twin technology can help support the strategic business objectives of multiple players within the insurance industry
• Review examples of digital twins being used to lower costs, increase productivity, and improve customer satisfaction for both underwriting and claims