Workshops

Casualty Lines

Workshops are 2 hours in length and held twice during the Conference. They address the wide variety of challenges, from coverage to investigation, from evaluation to resolution that confront adjusters and claim managers on a daily basis. Instead of "dry" lectures, you'll be encouraged to actively learn together with a large number of industry peers in every class. You'll hear the latest developments and strategies from subject experts, and learn what others across the industry, and across the nation, are doing with various claim issues and challenges. Over two days you'll be able to attend up to five two-hour workshops on a wide assortment of claim topics.

A Catastrophic Injuries Claim with Questionable Liability

 DE  FL  NC  OK  TX

Thursday, November 16, 2023 -- 9:30 a.m.
Thursday, November 16, 2023 -- 3:30 p.m.

W. Lane Neilson, Esq., President, Neilson and Associates, P.A., Orlando, FL
Yarri Soteros, Sr. Litigation Examiner, Heritage P&C Insurance, Dania Beach, FL

  • Initial steps and investigation for the insurer upon receipt of notice of a catastrophic injury claim
  • Evaluating the insured’s potential liability while reducing exposure to a bad faith claim for failure to promptly settle
  • How to create a defense plan of action including the vetting and selection of expert witnesses on the liability and damages issues
  • Considerations when preparing for a jury trial in a quadriplegic injury case with questionable liability
  • Mediation strategies including selection of a mediator, confidential report, who and what to bring, and considerations for deciding a settlement range

    • AI & CI Issues in Construction Defect Claims: Yours, Mine or Ours

     DE  FL  NC  OK  TX

    Thursday, November 16, 2023 -- 1:00 p.m.
    Friday, November 17, 2023 -- 8:00 a.m.

    Kenneth R. Gilvary, PE, President, Revizion Inc., Tampa, FL
    John B. Mumford, Jr., JD, Partner, Hancock, Daniel & Johnson, PC, Glen Allen, VA

  • Construction contract requirements between owner, general contractor, and subcontractors as to additional insured (CGL) and indemnification provisions
  • Key CGL additional insured endorsements and strategies for applying each to an additional insured tender
  • Indemnification provisions in construction contracts and strategies for applying such provisions to a contractual indemnification tender
  • Strategies for claims investigation targeted at additional insured and contractual indemnification tenders
  • Assessing and responding to additional insured and contractual indemnification tenders from other insurers and for litigating AI and CI disputes

    • Death in the Garden: CGL Ramifications

     DE  FL  NC  OK  TX

    Thursday, November 16, 2023 -- 1:00 p.m.
    Friday, November 17, 2023 -- 10:30 a.m.

    Anna Torres, Esquire, Esquire, TorresVictor, West Palm Beach, FL
    Jeff Vanderpool, CPCU, ARM, AIC, Chief Claims Officer, Cypress Group Holdings, Inc., Jacksonville, FL

  • Insurer’s duties to the insured in the face of legitimate coverage issues
  • Ethical considerations posed by the tripartite relationship
  • Potential risks which may arise when facts relevant to defense and coverage overlap
  • Avoidance of potential bad faith exposure
  • Practical and effective claims handling practices for resolution of defense and coverage aspects of the claim

    • Navigating a Third-Party Bad Faith Morass

     DE  FL  NC  OK  TX

    Thursday, November 16, 2023 -- 9:30 a.m.
    Friday, November 17, 2023 -- 8:00 a.m.

    Chris Martin, Esq., Partner, Martin Disiere Jefferson et al, Houston, TX
    Kevin Willging, Esq., Executive Counsel, Travelers Companies, Hunt Valley, MD

  • Early identification of exposure, communication with insured(s) and development of a plan for resolution
  • Navigation of issues relating to multiple insureds and inadequate policy limits
  • Identify issues surrounding multiple insureds and the potential problem of not being able to resolve all of the claims against all of those insureds
  • Preparation for possible settlement, including how to handle policy limit, time limit demand from some but not all claimants
  • Handling requests/demands from insured and their counsel regarding proper resolution of the claims and possible consent judgments

    • Slip & Slide: Who Caused the Ice Rink?

     DE  FL  NC  OK  TX

    Thursday, November 16, 2023 -- 3:30 p.m.
    Friday, November 17, 2023 -- 10:30 a.m.

    Pete Fowler, Chief Quality Officer, Pete Fowler Construction, Henderson, NV
    David Heemann, JD, Claims Coverage Counsel, Enumclaw Insurance Group, Enumclaw, WA
    Jennifer Kalvestran, JD, Senior Counsel, Anderson, McPharlin & Conners, Los Angeles, CA

  • The investigation of coverage related to primary and excess policies, contractual coverage, and additional insureds
  • Developing your liability investigations beyond the reported facts and videos
  • Using your investigation and experts to shift liability, tender to others, and allocate damages
  • Developing the settlement value of a fatality and negotiation discussions

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    2024 Large Loss Conference information will available soon.

    Join PLRB at a prominent gathering of the industry's premier large loss handlers, service providers, and experts from across the nation.

    Interactive Workshops: Evaluate a variety of large loss scenarios with other claimspeople, led by the industry's foremost experts

    Live Participation: Share knowledge, insights, and experience in adjustment and resolution strategies with the industry's leading authorities and performers

    Networking: Connect with large loss adjusters and service providers from across hundreds of disciplines and specialty areas

    Workshops are offered in three large-loss tracks:

    • Commercial Lines, Property Claims
    • Personal Lines, Property Claims
    • Casualty Claims

    Who Should Attend? Large loss claims adjusters and managers, supervisors, general adjusters and EGAs, complex case managers, senior claims management, and service providers who work with these claims. This is an excellent program for those who aspire to or are being groomed to adjust large and complex property and casualty claims within their respective organizations.

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