How to Take Control of Your Deposition as a Claims Professional
September 05, 2025 8:45 AM ETIn response to policy coverage disputes, disputed or complex claims and other related issues, it is frequently requested that insurance professionals be deposed. In order to handle this responsibility, insurance professionals should acquire certain knowledge and skills pertaining to depositions. The goal of this course is to provide training to claims professionals to help them understand the purpose and role of being a witness, the uses and importance of a deposition in modern-day litigation and how the manner in which a deponent answers specific questions can affect the deponent’s ultimate performance in a deposition. This course will also provide education and training regarding how to prepare for a deposition, the “job” of the lawyer with respect to depositions and the basic principles and best practices for how to professionally handle a deposition, with specific emphasis on unique considerations for bad faith cases and depositions of 30(b)(6) witnesses. Learning these techniques will increase the insurance professional’s knowledge of depositions, which will in turn help the insurance professional avoid unfavorable testimony.
Specifically, before appearing at a deposition to give fact witness or corporate testimony, insurance professionals should learn, in the general sense, how and why depositions are conducted, as well as, specifically, how one should conduct him or herself as a deponent. An understanding of the fundamentals of a deposition and proper conduct can both improve the outcome of the issues and prevent the escalation of any issues.
Learning activities will include discussion of examples of deposition behavior with the use of pre-recorded video clips to illustrate such behavior and discourse regarding practical considerations such as preparing for a deposition and the use of an ERRATA sheet.
Back to topUnderstanding the Essential Elements of Risk Transfer
September 05, 2025 10:45 AM ETUnderstanding the elements of risk transfer, what it means and how it affects your coverage analysis and claim handling is essential. Knowing the questions to ask, not necessarily knowing the answers, will be the key to properly handling the claim. Recognizing and properly addressing these issues can also enhance your relationship with your insured since it often impacts their client relationships.
Back to topEvaluation - Managing Reserves
September 05, 2025 1:30 PM ETThis course walks through the process of reserve analysis and addresses the multifactorial process in developing and establishing case file reserves. The course addresses factors that impact the final assessment including: coverage issues, specific types of damages, and liability scenarios.
Course Objective:
To provide course participants with the tools to assess claims, their value and final claim assessment. The course provides through discussion and analysis a greater awareness of the multifactorial issues and facts that impact the value of a case and the overall reserve analysis process. At the end of this course, you will be able to:
• Make an initial reserve assessment
• Map out a strategy for setting the reserve.
• Develop key information for early reserve assessment.
• Apply critical analysis to establish the reserve.
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