Jeff Taxier

Using Social Media to Enhance Customer Service

Monday 3:30 - 4:30
Wednesday 8:30 - 9:30

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

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

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

Monday 3:30 - 5:00
Wednesday 8:30 - 10:00

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

Monday 3:30 - 5:00
Wednesday 3:30 - 5:00

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

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

George Stone, Vice President/EGA, McLarens
Katharyn Thompson, CPA, CFF, Partner, Baker Tilly

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

Todd M. Tippett

Strategies in Adjusting Challenging & Difficult Losses

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

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

Identify key issues that are most challenging when handling large property losses

Examine state statutes, administrative rules, regulations and case law that may impact an adjuster’s handling of large losses

Explore techniques for spotting “red flags” in the adjustment of a complex loss and eliminate them before they impact the claim

Evaluate effective strategies for resolving the most challenging and difficult large losses

Regina Tobias

Employee Theft/Employee Dishonesty

Tuesday 10:30 - 12:00

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

Wednesday 3:30 - 5:00

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

Tuesday 10:30 - 12:00
Wednesday 3:30 - 5:00

Jeffrey F. Chen, Senior Claims Specialist, AXIS
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