Schedule/Sessions
Level 1 - Insurance Industry Primer - MANDATORY
Claims College presents a unique educational experience created by and for industry professionals. To set the stage for these intensive 3 days of learning, several senior level claims executives will present on 10 important insurance topics for 15 minutes each:
1. Insurance 101
2. Reserves
3. Types of P&C Companies
4. Risk Management
5. Key Ratios and How They Are Calculated
6. Reinsurance
7. Insurance Brokers
8. Determining Coverage
9. Stakeholders in Claims Process
10. Negotiating Settlement
Breakfast and Keynote - Guy Fraker, Chief Innovation Officer, Insurance Thought Leadership
We live in a time of unprecedented innovation. For many incumbent organizations the world has become a chaotic storm of disruption. Guy works with organizations to create clarity, to innovate for growth, to create stability for the future. Guy brings a unique perspective to his engagements having been on the leading edge of multiple transformations. By sharing actual experiences, Guy inspires clients and audiences to seize the opportunities brought by exponential technologies. As an entrepreneur he is dedicated to technological applications that save lives, empowers personal independence, and enables sustainability. As an innovation architect, Guy’s clients have generated capital growth in excess of $350,000,000.00 on an ROI basis, created new markets, enabled new sectors.
Guy has been featured in the NY Times, NBC, Silicon Valley blogs, Thinking Highways magazine, Forbes. an upcoming documentary,“Life on Wheels”. He has also appeared on Bloomberg Finance and National Underwriter webinars, and provides k eynotes in the U.S., Canada, India, Korea. Guy also guest lectures at Graduate Schools around the world. He has been engaged by U.S. Federal and State Legislators, Cabinet Level Foreign Leaders, Fortune 100 firms, international trade associations, startup entrepreneurs,Venture Capital firms, and game changing institutions such as The X-Prize Foundation. Finally, he is the author of “Awake”: to be released in 2018.
When not pushing technology frontiers, Guy and his wife Rebecca enjoy boating and fishing.
Coverage I
- Speakers:
Edgar Poe, Pullin, Fowler, Flanagan, Brown & Poe, PLLC
Jennifer Wojciechowski, Community Association Underwriters of America, Inc.
In this course, the instructors will walk students through the structure of an insurance policy with an eye toward analyzing a new claim. We will then discuss influences on coverage determinations outside of the policy itself. Then, how to preserve the company’s coverage defenses. Finally, we will go through a case study applying these principles.
Objectives:
• Understand the structure and policy review process for analyzing coverage
• Recognize other factors that may influence a coverage analysis
• How to preserve coverage defenses (Reservation of Rights/Non-Waivers)
• Apply what you’ve learned through a case study
Back to topCoverage II
Having covered the introductory coverage concepts in Coverage I, this course is designed to dive deeper into the more complex issues surrounding contractual demands for insurance coverage by third parties. We will explore the difference between a “tender” and “demand”, analyze additional insured status, review the contractual liability exclusion and insured contract exception and other more complex insurance coverage issues.
Objections:
• Distinguish a “tender” of defense from a “demand” for contractual indemnity by a third party
• Conduct the proper analysis for a demand of defense by a purported Additional Insured
• Recognize and properly analyze a contractual liability claim from a third party
• Prepare the proper written communications in response to such demands
Back to topLitigation Management and Control
This course will provide an overview of the litigation process and the collaborative role between counsel and the claims professional. The course begins in covering how to determine when litigation is necessary and what controlling law and forum should apply. The course moves on through the various stages of litigation and the technical components of each. It closes with discussing practical tips to manage litigation and control expenses.
Evaluation
The evaluation courses focuses 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:
Ø Identify the factors that are considered in determining the value of a claim
Ø Understand how to analyze and synthesize all of the factors of an evaluation to determine the exposure
Ø Apply reserving philosophies
Disposition Strategy
- Speakers:
Robert Baer, Arrowpoint Capital
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.
Mock Trial - Part 1
- Speakers:
Richard E. King, Melchiode Marks King LLC
Stanley Kitzinger, McKnight & Kitzinger
Vic Marmo, Marriott Vacations Worldwide Corporation
Edgar Poe, Pullin, Fowler, Flanagan, Brown & Poe, PLLC
Cathleen Rebar, Rebar Kelly
David Zehner, Zehner Trial Consulting
Mock Trial - Part 2
- Speakers:
Richard E. King, Melchiode Marks King LLC
Stanley Kitzinger, McKnight & Kitzinger
Vic Marmo, Marriott Vacations Worldwide Corporation
Edgar Poe, Pullin, Fowler, Flanagan, Brown & Poe, PLLC
Cathleen Rebar, Rebar Kelly
David Zehner, Zehner Trial Consulting
School of Casualty Claims - Level 1 Learning Objectives
