Schedule/Sessions
Course 1: Client Relations, Expectations and Confidentiality
Course Objectives: Understand the roles and responsibilities that each member of the team (counsel, insured, carrier) plays in the claim litigation process.
Know how developing effective communication strategies favorably affects results.
Appreciate resolution strategy development and its import
Back to topCourse 2: Coverage Perspectives and Fundamentals of Risk Transfer
Course Objectives: To understand the most common ethical and strategic considerations in defending insurance litigation.
- Explain fundamental insurance coverage concepts and their impact on claim handling, litigation strategy, and claim outcomes.
- Identify opportunities for risk transfer through contractual indemnification, additional insured provisions, and other insurance-related mechanisms.
- Recognize key coverage issues, including reservation of rights, coverage disputes, and conflicts of interest, that may arise during the life of a claim.
- Evaluate contracts, policies, and endorsements to identify potential sources of defense and indemnity.
- Apply coverage and risk transfer principles to improve claim outcomes, reduce exposure, and support effective litigation management.
Course 3: Litigation Metrics
- Speakers:
JD Keister, McAngus Goudelock & Courie, LLC (MGC)
Taylor Smith, Suite 200 Solutions
Daniel Winkler, Westfield Insurance
Course Objective: To understand the importance of access to metrics and data for claims executives.
Back to topCourse 4: Legal Budgeting and Fee Considerations/AFA's
Course Objectives: To educate law firm users and claims professionals about the benefits of budgets and different budget models available.
To educate law firm users and claims professionals on how to better manage litigation through budgeting data mining and AFA’s
Course 5: Emerging Technology in Claims and Litigation Management
- Speakers:
Christopher Butler, Bowhead Specialty Underwriters, Inc.
Dan Costello, Costello Ginex & Wideikis, P.C.
Cathleen Kelly Rebar, Rebar Kelly
Course 6: Evaluation & Assessment: Impact Reporting and Reserving
Course Objectives: “Impact reporting” differs from routine or periodic case reporting. Understanding the consequences of newly developed information in terms of exposure assessment and resolution planning is key to establishing effective communication and a truly collaborative approach to case disposition. What have we learned ? Why is it important? What are we going to do about it?
Back to topCourse 7: Resolution Options
- Speakers:
Miles Henderson, Berkley Construction Solutions
Amy Jenkins, McAngus Goudelock & Courie, LLC (MGC)
Daniel Wolfe, Magna Legal Services, LLC
Objectives of Course: Understand how to strategically identify the best resolution option.
Understand how to create opportunities for early resolution considerations.
Identify cost-effective resolution strategies.
Understand the psychology behind resolutions strategies.
Understand technologies that can be used to achieve resolution.
Back to topCourse 8: Reserving and Data Management from an Actuarial Perspective
Course Objectives: Understand various reserve philosophies and types of reserves maintained by insurance companies.
Understand how actions from claims and litigation managers can significantly impact the liability portion of an insurance company's balance sheet.
Understand how actions from actuaries, underwriters, data managers and claim managers affect a company’s view of the financial risks associated with claims.
Understand the benefits of working with actuaries.
Back to topCourse 9: Generative AI and Usage in Litigation Management (suggested use)
Course Objectives:
- Explain the fundamentals of Generative AI and its emerging role in litigation management and insurance claims handling.
- Identify practical applications of Generative AI throughout the lifecycle of a claim and lawsuit, including case evaluation, discovery review, legal drafting, and trial preparation.
- Evaluate the potential benefits and limitations of AI tools in improving efficiency, decision-making, and operational performance within legal and claims organizations.
- Recognize key ethical, security, confidentiality, and professional responsibility considerations associated with the use of Generative AI in legal and insurance settings.
- Discuss how Generative AI may impact future litigation management practices, staffing models, and the delivery of legal services.
Course 11: Practical Aspects of Litigation Management - Strategic Implementation
No Learning Objectives Available
