Schedule/Sessions

Breakfast

Claims Evaluation

• Speakers:

• Christopher Block, Marshall Dennehey

• Scott Gurtman, Cruser, Mitchell, Novitz, Sanchez, Gaston & Zimet LLP

The evaluation course that will focus on all aspects of claims evaluation, including analyzing facts and evidence, factoring in the law, and evaluating injury and damages. The course will also address reserving philosophies and identifying settlement values and ranges.
 
Course Objective:
 At the end of this course, you will be able to:

• Identify the factors that are considered in determining the value of a claim
• Understand how to analyze and synthesize all of the factors of an evaluation to determine the exposure
• Apply reserving philosophies

Break

Disposition Strategy

• Speakers:

• Monika Grzymkowska, Kemper Insurance Corporation

• William Mitchell, Cruser, Mitchell, Novitz, Sanchez, Gaston & Zimet LLP

Less than 3% of all claims go to trial.  Yet it seems like we prepare every case as if it is going to trial. AND, in that process, we expend unnecessary/wasteful legal expense, claim handling expense, insured capital expense and likely even indemnity expense!  This course is about how to properly assess and then, arrive at the appropriate Resolution Strategy to get the case terminated in an economic and efficient manner.  All of this and without compromising results!  The course teaches techniques to properly assess cases and put the cases into the appropriate Resolution Strategy “bucket.”  It also teaches techniques to assist the examiner in making sure the case stays on the Resolution Strategy “track” and doesn’t veer.   The course will cover mediation and negotiation strategies to assist in achieving the appropriate and desired result.
 
Course Objective: This presentation will focus on how claims team and outside counsel provide the “delivery” of the 3Es—Excellent Results in an Economic and Efficient manner.

Lunch

Mock Trial - Part 1

• Speakers:

• Edgar Poe, Pullin, Fowler, Flanagan, Brown & Poe, PLLC

• Cathleen Rebar, Rebar Kelly

• David Zehner, Zehner Trial Consulting

This exercise relates to litigation management, evaluation of exposure and coverage assessment and disposition strategy.  Moreover, assessing exposure and understanding trial dynamics (credibility of witnesses, how arguments present before a jury, trial tactics and techniques) is an integral part for every claim handler and lawyer who handles or litigates cases in court.  Every adjuster and claim handler, in assessing exposure and settlement, must understand how a jury might assess a claim at trial. 
 

Break

Mock Trial - Part 2

• Speakers:

• Edgar Poe, Pullin, Fowler, Flanagan, Brown & Poe, PLLC

• Cathleen Rebar, Rebar Kelly

• David Zehner, Zehner Trial Consulting

This exercise relates to litigation management, evaluation of exposure and coverage assessment and disposition strategy.  Moreover, assessing exposure and understanding trial dynamics (credibility of witnesses, how arguments present before a jury, trial tactics and techniques) is an integral part for every claim handler and lawyer who handles or litigates cases in court.  Every adjuster and claim handler, in assessing exposure and settlement, must understand how a jury might assess a claim at trial. 
 

Mock Trial Wrap-Up and Test Review

• Speakers:

• David Zehner, Zehner Trial Consulting