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2017 Educational Sessions

Alternative Energy Underwriting

Session Code:  1615    Session Level:  Intermediate

Curriculum: Underwriting

Wednesday 3:30 - 5:00 -- Room 204
Tuesday 10:30 - 12:00 -- Room 310

Allan Holt, General Adj.-Complex Claims
Hartford Steam Boiler, Hartford, CT

John E. Stokes, VP, Energy Practice Leader
Hartford Steam Boiler, Atlanta, GA

  • Identify trends and advancements in the global energy industry
  • Describe technology advancements and what is driving these changes
  • Analyze key risk exposures, including property and natural catastrophes, equipment breakdown, and casualty
  • Trace coverage innovations for the energy industry: past, present, and future

ISO Changes to Additional Insured Endorsement

Session Code:  1655    Session Level:  Intermediate

Curriculum: Underwriting

Monday 3:30 - 5:00 -- Room 203
Wednesday 8:30 - 10:00 -- Room 203

Theresa A. Guertin, Esq,  Attorney
Saxe Doernberger & Vita, P.C., Trumbull, CT

  • Describe recent changes to ISO standard additional insured endorsements
  • Identify potential problematic areas for policyholders in additional insured endorsements
  • Examine the “contractual privity” problem with additional insured endorsements and how recent changes to the forms have addressed this issue

Property Valuation: Insurance to Value

Session Code:  1635    Session Level:  Intermediate

Curriculum: Underwriting

Monday 10:30 - 12:00 -- Room 312
Tuesday 3:30 - 5:00 -- Room 312

Cindy Lund, CIC,  Dir.-Property & Allied Lines
OneBeacon Insurance Group, Plymouth, MN

Narendra Srivatsa, AVP
Verisk Analytics, Jersey City, NJ

  • 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

Supply Chain Product Liability Exposure

Session Code:  1645    Session Level:  Intermediate

Curriculum: Underwriting

Tuesday 8:00 - 9:30 -- Room 202
Wednesday 10:30 - 12:00 -- Room 202

Kenneth Ross, JD,  Of Counsel
Bowman and Brooke LLP, Midway, UT

  • Outline the actions of those in chain of production
  • Describe legal responsibilities and risks of those in the chain
  • Examine the methods by which each entity can minimize or shift risk
  • Identify various practices in risk minimization procedures

Underwriting, Claims & Agents Partnership

Session Code:  1625    Session Level:  Intermediate

Curriculum: Underwriting

Monday 1:30 - 3:00 -- Room 202
Wednesday 8:30 - 10:00 -- Room 202

Susan Dillon, CIC,  Comm'l Lines Underwriting Mgr.
EMC Insurance Companies, Blue Ash, OH

Robert M. Milsop, Transportation/Logistics Spec.
Wolpert Insurance Agency, Worcester, MA

Greg Patterson, Sr. Claims Mgr.-Prop. & IM
Great American P&C Group, Cincinnati, OH

  • Describe the unique perspectives, skills, and motivations of underwriters and claim professionals
  • Examine various interaction points of underwriting with claims
  • Identify ways that underwriters and claims professionals can assist one another
  • Identify ways that underwriters can help bridge the gap between agents, insureds, and internal partners (products, loss control)