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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

Jeff Taxier

Using Social Media to Enhance Customer Service

Amber Seikaly, VP Corporate Communications, USAA Group
Jeff Taxier, Education & Training Manager, American Technologies, Inc.

  • Describe social media platforms most commonly used by insurers and vendors
  • Evaluate effectiveness of social media platforms in reaching customers
  • Explain how using social media can enhance customer service
  • Wayne Taylor

    Property Case Law Developments: Personal Lines

    Susan Harwood, JD, Attorney, Kaplan Zeena LLP
    David Shaw, JD, Attorney, American Strategic Insurance
    Wayne Taylor, JD, Attorney, Mozley Finlayson & Loggins LLP

  • Review current trends and improve ability to forecast court decisions with respect to personal lines property insurance claims issues
  • Identify current issues and concerns in the personal lines property insurance field
  • Use reasoning skills to apply policy provisions to factual scenarios
  • Share viewpoints with other claims professionals and attorneys from around the country on personal lines property insurance claims issues
  • Wayne Taylor

    Property Case Law Developments: Commercial Lines

    James A. Kitces, JD, Partner, Robins Kaplan LLP
    Andrea Matott, CPCU, AIC, AIC, Claims Manager, Beazley Group
    Wayne Taylor, JD, Attorney, Mozley Finlayson & Loggins LLP

  • Review current trends and improve your ability to forecast court decisions in connection with commercial lines property claims issues
  • Identify current issues and concerns in connection with commercial lines property claims
  • Practice reasoning skills in applying policy provisions to factual scenarios
  • Share viewpoints with other claims professionals and attorneys from around the country on commercial lines property claims issues
  • Micah Thoman

    Adjusting Manufacturing & Equipment Loss Claims

    Brian Caputo, Senior General Manager, BAMCOR, a BELFOR Company
    Micah Thoman, AIC, AIC-M, National General Adjuster, McLarens

  • Identify common types of machinery (and equipment) losses
  • Evaluate options for repair vs. replacement of machinery, including losses with obsolete, customer, or long-lead time equipment
  • Review approximate costs and time associated with various equipment repairs
  • Highlight various resources available to help adjusters formulate strategies with machinery losses
  • Katharyn Thompson

    Business Income Loss: Avoiding Pitfalls

    Katharyn Thompson, CPA, CFF, Partner, RGL Forensics

  • Effectively start the communication process, obtain the necessary information, and stay on track with Business Income losses
  • Set expectations with the insured, independent adjuster, and insurance adjuster and identify key delivery dates and milestones that will be important for keeping the adjustment on track
  • Explore strategies to meet emerging surprises and make modifications as new information is discovered
  • Identify ways to highlight and explain key concepts and differences that can help bridge the gap in understanding between parties
  • Nathan M. Thompson

    Assignment of Benefits: Policy Giveaway

    Michael Guerra, Dir.-Claims, Claims Governance, Citizens Property Insurance
    Joshua Schone, CAT Team Manager, Auto Club Enterprises Group
    Nathan M. Thompson, JD, Manager-Claims Legal Services, Citizens Property Insurance

  • Describe what an assignment of benefits contract is and who benefits from it
  • Review how assignment of benefit contracts comport with the established law in various jurisdictions
  • Identify “red flags” for potential fraud involved with assignment of claim presentations
  • Evaluate various strategies to help navigate your customer's claim through the waters of an assignment of benefits situation
  • Todd M. Tippett

    Strategies in Adjusting Challenging & Difficult Losses

    Matt Beaver, AIC, AIC-M, AMIM, Claim Manager, Great American P&C Group
    Anthony Clark, AIC, Principal, Clark Insurance Arb. & Cons.
    Todd M. Tippett, JD, Partner, Zelle LLP

    Regina Tobias

    Employee Theft/Employee Dishonesty

    Katie Duckett, Property Adjuster II, Liberty Mutual Insurance
    D.M. Studler, MAcc, CPA, CFF , Founding & Managing Member, SDC CPAs, LLC
    Regina Tobias, CFE, Senior Property Adjuster I, Liberty Mutual Insurance

  • Identify specific concerns and procedures when adjusting a commercial fidelity claim
  • Outline claim investigation procedures, including properly obtaining a proof of loss and utilizing a timeline of events
  • Evaluate issues, including the expanded definition of employee, inventory shortages, limits of liability and indirect loss
  • Review strategies for release & assignment, subrogation, and underwriting concerns
  • Regina Tobias

    Interplay of Computer Fraud, Funds Transfer Fraud

    Katie Duckett, Property Adjuster II, Liberty Mutual Insurance
    D.M. Studler, MAcc, CPA, CFF , Founding & Managing Member, SDC CPAs, LLC
    Regina Tobias, CFE, Senior Property Adjuster I, Liberty Mutual Insurance

  • Describe the types of claims that may be anticipated with cyber security losses
  • Evaluate the various coverages apply that might apply
  • Identify the various duties often required by the insured
  • Review resources to help respond to cyber security, computer fraud, and ransomware claims
  • Jonathan Toren

    Abuse & Molestation Claims & Coverage Issues

    Jonathan Toren, JD, Member, Cozen O'Connor

  • Identify the trends and sources of liability in abuse and molestation claims
  • List methods to locate lost and/or old policies
  • Determine whether coverage has been triggered and/or excluded
  • Evaluate allocation and limits issues
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    Learning Has No Finish Line

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    Overall a great experience and opportunity to gain knowledge



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