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A B C D E F G H J K L M N O P Q R S T U W Y Z

Jeffrey Lambert

Handling Geologic Losses

State Approved CE Credits:FL OK TX

Tuesday 1:30 - 3:00
Wednesday 1:30 - 3:00

Jeffrey Lambert, AIC, Director-Claim Operations, Citizens Property Insurance
George J. Stepanchak, PE, Geotechnical Manager, Haag Engineering Co.

  • Identify key issues with claims involving geologic hazards such as sinkholes and ground movement
  • Utilize various experts such as engineers and attorneys to effectively investigate and resolve these specialty claims
  • Implement techniques to evaluate geological-event claims
  • Evaluate coverage and statutes with a variety of geologic losses
  • John A. Lee

    Recovering Payments Through Third-Party Claims

    State Approved CE Credits:FL OK TX

    Monday 1:30 - 3:00
    Wednesday 8:30 - 10:00

    John A. Lee, Esq, Partner, Goldberg Segalla

  • Examine different third-party recovery options
  • Identify facts that determine when each recovery option may be used
  • Describe the various legal strategies employed in pursuing each recovery option
  • Pinpoint relevant policy language providing the basis for each recovery option
  • Larry D. Lee

    Analyzing Written & Recorded Statements: See the Truth

    State Approved CE Credits: FL TX

    Tuesday 10:30 - 12:00
    Wednesday 1:30 - 3:00

    Cassandra Kirkpatrick, CIFI, Special Investigations Unit, Westfield Group
    Larry D. Lee, CFE, CFI, CIFI, SCLA, Manager of SIU, Motorists Insurance Group

  • Evaluate the interviewee by reading the statement from their perspective
  • Identify the truth by understanding the language used by the interviewee
  • Pose powerful follow-up questions after understanding the truth found in their initial answers
  • Make use of the perceived non-useful information in an interviewee's statement
  • Sarah Lindberg

    Quality E-Learning for Claims Adjusters

    State Approved CE Credits:FL

    Tuesday 10:30 - 12:00
    Wednesday 10:30 - 12:00

    Suzanne Baillargeon, CIC, CISR, AIC, Manager-Claims Training, Main Street America Group
    Vanessa M. Britton, Marketing Communications Mgr., Rimkus Consulting Group, Inc.
    Sarah Lindberg, Learning & Development Manager, The Training Associates

  • Describe effective learning for today's claims professionals
  • Identify effective online programs available to engage today’s learners
  • Review Continuing Education strategies successful insurance companies are employing
  • Evaluate affordable higher education opportunities and other resources available for today’s claims professionals
  • Matt Livingston

    Hail Damage to Light HVAC Systems

    State Approved CE Credits:FL NH OK TX

    Tuesday 8:00 - 9:30
    Wednesday 1:30 - 3:00

    Jay Dykstra, Sr. Learning Facilitator, Travelers Companies
    Matt Livingston, Vendor Programs & Education, HVAC Investigators LLC

  • Identify the specific components of light commercial and residential HVAC systems that can be damaged by hail
  • Evaluate the impact and extent of damages that accompany hail losses
  • Review the hierarchy of repairs that can restore hail-damaged HVAC systems to pre-loss condition
  • Describe the role that regulatory requirements play in HVAC repairs and replacements
  • Liliana Lopez

    Claims Advanced Analytics & Business Intelligence

    State Approved CE Credits: FL

    Monday 3:30 - 5:00
    Tuesday 3:30 - 5:00

    Janet Davis, AVP-Analytics Integration Lead, Chubb
    Veena Gregoire, Head of Claims Analytics, NA, Allianz Global Corp. & Spec.
    Liliana Lopez, AVP-Business Intelligence, Chubb

  • Describe the impact claims operational performance has on the company's income statement
  • Connect the dots on how claims can work through a cross-functional process to drive profitable business
  • Define, influence, and lead the business intelligence lifecycle
  • Identify strategies for claims examiners to improve outcomes with predictive analytics
  • Andrew Louchios

    CAT Management: Adv. Mapping Technologies/GIS

    State Approved CE Credits: FL

    Monday 3:30 - 5:00
    Tuesday 1:30 - 3:00

    Peter J. Balingit, GISP, AVP-Catastrophe Services, PLRB
    Andrew Louchios, GISP, IT/Geospatial Specialist, PLRB

  • Utilize GIS technology for real-world storm and catastrophe studies
  • Analyze different GIS data sets that can assist CAT response efforts
  • Integrate GIS datasets and map services into your claims workflows
  • Conduct historical weather searches using PLRB's interactive mapping applications
  • Cindy Lund

    Property Valuation: Insurance to Value

    State Approved CE Credits:FL TX

    Monday 1:30 - 3:00
    Wednesday 8:30 - 10:00

    Peter D. de Freitas, VP-Commercial Property, Verisk
    Kathleen Devane, Senior Claims Adjuster, Allianz Global Corp. & Spec.
    Cindy Lund, CIC, Dir.-Property & Allied Lines, OneBeacon Insurance Group

  • Determine the quality of data received from the agent/broker/insured, including data required to reflect appropriate valuation
  • Identify property claim issues including under-valuation when adjusting a claim
  • List influences affecting property under-valuation and premium leakage
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    2019 Exhibit Booths and Sponsorships are now available.
    2019 Claims Conference information will be listed in the fall.

    Learning with and from others in our industry. A lot of great information was exchanged among attendees in the classes. interesting to hear about what others are doing and how it is working for them. I feel like it provides a perspective on common issues, insights that is difficult to gain in any other way.

    Opportunity to network with other professionals and discuss relevant topics of the day.


    PLRB remains the "gold standard" for insurance industry conferences.

    For my first time attending I really felt like I took away many helpful points to use.


    The conference was amazing and provided top notch educational opportunities, as it always does.

    The sessions I attended were relevant to my job, engaging, and well done.



    PLRB greatly appreciates the following claims service providers for their outstanding support for the 2019 Claims Conference.

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