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Jorge Campos

Virtual Inspections: Anywhere, Anytime, by Anyone!

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

Jorge Campos, Managing Director, WBPRO
Tim Ellis, Executive Vice President, DUX Experts Inc.
Daniel Price, Managing Principal, Keystone Experts + Engineers

  • Assess how virtual inspection technology is revolutionizing readiness skills within the industry and the benefits such tools can offer
  • Evaluate inspection technology capabilities and procedures with process flows, 3D floorplans, and use of data capture sensors
  • Describe how virtual inspection technology affects adjusting a claim
  • List benefits technology may bring to inspecting claims
  • Nelson E. Canter

    Preparing for Testimony: Only The Truth

    Denise Brown, VP-Executive Claims Consultant, InterWest Insurance Services
    Nelson E. Canter, JD, Partner, McLaughlin & Stern, LLP
    Demetrius Lambrinos, Esq., Counsel, Reeder McCreary LLP

  • Describe techniques that will make you confident in handling the deposition and/or trial testimony
  • Learn to spot the “tricks” opposing lawyers use to confuse or trap you
  • Identify ways to handle yourself to project the best image
  • Renee Carnuche

    CGL Policy & Work Product Coverage Conundrums

    Renee Carnuche, CPCU, SCLA, AIC, AIM, Comm'l Claims/Litigation Mgr., Erie Insurance Group
    Steven E. Peiper, JD, Shareholder, Vice President, Hurwitz Fine P.C.

  • Explore coverage triggers encountered in work product cases
  • Identify policy coverage issues including property damage, occurrence, work product exclusion, and exceptions to those exclusions
  • Evaluate work product coverage issues and potentially multiple policies/policy periods triggered
  • Jacob Carr

    Autonomous Vehicles: Liability & Coverage Issues

    Jacob Carr, Manager Auto Damage, Indiana Farm Bureau Insurance
    Kenneth P. Williams, JD, Shareholder, Segal McCambridge Singer et al

  • Identify various parties who may be liable for loss arising out of the use of driverless vehicles such as manufacturers, engineers, designers, and retailers
  • Examine likely theories of liability that may be asserted against these potentially liable parties
  • Describe liability insurance coverage available to potentially liable parties
  • Explore the coordination of insurance coverage among these parties
  • Thomas Carstens

    Tenant Improvements & Betterments in Commercial Cases

    Thomas Carstens, CPCU, Senior Vice President, Crawford & Company
    Seth Jackson, JD, Partner, Zelle LLP
    Kory Stucky, AIC, Property Claims Supervisor, Central Insurance Companies

  • Analyze commercial property policies regarding tenant improvements and betterments
  • Identify insurable interests of landlords and tenants
  • Evaluate leases and insurance responsibility for coverage implications
  • Compare legal cases impacting loss adjustment
  • Jonathan Caruana

    Introduction to Forensic Accounting & Insurance Fr

    Jonathan Caruana, Property Reinspection, USAA Group
    John Kleinschmitt, Senior Manager, Sedgwick

  • Explore Forensic Examination: what to look for and at in your investigation
  • Understand the difference between "material misrepresentation" and "fraud
  • Identify common scenarios and examples of potential need for further investigation
  • Real life examples
  • Michael Carver

    Assignment of Benefits: Policy Giveaway

    Michael Carver, CPCU, Claims Director, Citizens Property Insurance
    Mark Watts, CPCU, Senior Counsel, 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
  • Chris Casaleggio

    InsurTech & Innovation for the Adjuster

    Chris Casaleggio, Department Manager, H2M architects + engineers
    Patrick Kelahan, Forensic Market Strategist, H2M architects + engineers
    Matt Stopa, Casualty Claims Director, Acadia Insurance Company

  • Adjusters will receive an introduction to Insurtech, and how to get involved in discussed and networking
  • Identify ways to get involved, innovate, identify and solve problems on their respective claims team or at their employer
  • Jeff Cassidy

    Winery Claims: Don't Make Pour Decisions

    Jeff Cassidy, Vice President, RCF Salvage
    Timothy Gillihan, CPA, ABV, CFF, Senior Vice President, J.S. Held LLC

  • Developing enough technical knowledge to understand the nuances of winery losses
  • Tactics for handling a large complex loss involving a niche category of loss
  • Resolve valuation issues on winery losses by better understanding what stage of process the damaged goods were at time damaged
  • Strategies for avoiding the most common mistakes in valuation involving a winery loss
  • Ulises Castellon

    Adjusters, Fire Claims & 21st Century Technology

    Ulises Castellon, CPCU, RPA, Chief Operating Officer, Fire Cause Analysis
    Rena Strohmeier, CPCU, AIC, AINS, Supervisor-Claims Property, Wawanesa General Insurance

  • Explore the impact of modern technology and products – including the Internet of Things
  • Evaluate the reliability of your fire experts’ methodology against modern-day professional standards
  • Describe practical tips to effectively manage investigations of fire claims or cases involving emerging products, technologies, and the Internet of Things – “IoT”
  • Assess the implications of the interplay between legal liability issues and the rapid pace of new technology products
  • Michele A. Chapnick

    Cannabis: Coverage Principles & Case Reviews

    Michele A. Chapnick, JD, Shareholder, Gregory, Meyer & Chapnick, PC

  • Describe the background, legal status and emerging issues with marijuana, CBD, and hemp
  • Explore underwriting issues associated with marijuana, CBD, and hemp
  • Identify emerging property coverage issues
  • Analyze unique issues in recent first-party insurance case law involving marijuana, CBD, and hemp
  • Theresa Chimento

    Adjuster Safety: Disaster Site Safety

    Theresa Chimento, MPH, Project Director, J.S. Held LLC
    Marc Gaffrey, JD, Partner, Hoagland Longo Moran et al
    Richard Hammond-Moore, General Adjuster, Church Mutual Insurance Group

  • Develop skills to identify hazardous materials
  • Understand who should do the testing and write the protocols
  • Learn what PPE to wear to stay safer on claims with hazardous materials
  • Understand the legal issues with hazardous materials on claims
  • Patrick D. Cloud

    Motorized Vehicles: Liability & Coverage Issues

    Patrick D. Cloud, JD, Shareholder, Heyl, Royster, Voelker & Allen

  • Identify the types of policies that may be implicated in these accidents, including policies for off-road vehicle insurance, personal automobile, homeowners, umbrella, commercial general liability, and commercial auto
  • Evaluate the coverages provided by these policies, including whether these accidents trigger the insuring agreements of these policies and whether the accidents otherwise fall within an exclusion
  • Prepare a plan to advance and preserve liability coverage defenses, including the possibility of the appointment of independent counsel
  • Assess the potential implication of uninsured motorist coverage, underinsured motorist coverage, and medical payments coverage
  • James H. Cole

    Unfair Claims Practices: This is Jeopardy!

    James H. Cole, JD, Attorney, Marshall Dennehey Warner et al
    Jennie Philip, Esq., Sr. Coverage Director, Chubb

  • Identify the nuances of the act and how the provisions directly affect day to day claims handling with concrete examples from a property perspective
  • Effectively explain how policyholders attempt to use violations of the act as evidence of bad faith and how best to avoid potential extra-contractual liability
  • Describe procedures for file documentation to ensure compliance with the act
  • Evaluate various positions and ways to handle different scenarios while remaining in compliance with the act
  • Suzanne Cormier

    Catastrophe with Compassion

    Suzanne Cormier, Team Leader-Catastrophe Claims, Hartford Insurance Group
    Steven Sunzeri, Mobile Response Specialist, Hartford Insurance Group

  • Claims Efficiency - Attendees will learn the keys to balancing accuracy and compassion during high volume events; as well as understanding and prioritizing competing interests
  • Communication - Attendees will learn and understand the connotations of our language, how to communicate clearly, and the value of intentional messaging with kindness. They will learn, practice, and understand key methods to building rapport in times of high stress.
  • Physical Needs - Participants will understand the urgent and unique needs that effect both insureds and adjusters during a Catastrophic event.. They will learn how to prepare for their own potential deployments, and how to address all needs for the policy holder, including those that they may not be thinking of.
  • Emotional Needs - Participants will understand the emotional needs that impact both insureds and adjusters. They will learn to observe, address, and prepare for these needs. Includes mental health resources.
  • Bartees Cox

    National Flood Insurance Program (NFIP): Part I

    Bartees Cox, Insurance Examiner, FEMA
    Matthew Swoboda, Insurance Examiner, FEMA
    Leesa O'Donnell Tomsett, Branch Chief, FEMA

  • Describe the framework of the NFIP program and tools to perform flood policy adjusting duties
  • Evaluate coverages and provisions of all three Standard Flood Insurance Policy forms to assist in fair and accurate claims adjustments
  • Identify the information, knowledge, and skills to be self-reliant, using the tools developed by the NFIP
  • Review ways to reduce adjusting errors and help ensure quality adjustment for all policyholders
    You must attend the full day of sessions, Parts I & II, to register for or renew a Flood Control Number (FCN).
  • Bartees Cox

    National Flood Insurance Program (NFIP): Part II

    Bartees Cox, Insurance Examiner, FEMA
    Matthew Swoboda, Insurance Examiner, FEMA
    Leesa O'Donnell Tomsett, Branch Chief, FEMA

  • Review coverages and provisions of all three Standard Flood Insurance Policy forms to assist in fair and accurate claims adjustments
  • Describe the framework of the NFIP program and tools to perform flood policy adjusting duties
  • Identify the information, knowledge, and skills to be self-reliant, using the tools developed by the NFIP
  • Review ways to reduce adjusting errors and help ensure quality adjustment for all policyholders
    You must attend the full day of sessions, Parts I & II, to register for or renew a Flood Control Number (FCN).

    The 2023 Claims Conference is scheduled for March 17-20 in Boston at the Hynes Convention Center. The Sheraton Boston and Boston Marriott Copley Place are the two headquarter hotels. Information to make reservations will be posted in October.

    Thank you to those who submitted topics for the 2024 Claims Conference. The Claims Conference Planning committee and PLRB staff are currently reviewing proposals to create the curricula for the 2024 program.  

    Exhibit and sponsorship opportunities are available; please contact Tom O'Dowd at for details.

    Please check back in October for updates on the registration, agenda, educational sessions with presenters, and hotel reservations.

    We look forward to seeing you in Boston!

    We hope you will join us in Boston for three days of expanding your story as a claims professional:

    • Write your own agenda from over 100 educational course selections within 14 education tracks taught by industry leaders, preparing you for your future
    • Expand your network by telling your story as a claims professional and hearing the stories of a diverse range of claims professionals from hundreds of companies across the nation  
    • Prepare for the next chapter of your story by making connections at the Insurance Services Expo by interacting with a broad, innovative group of the industry’s leading service providers

    It was my first time, so it was a great time hearing from a lot of different people and experiencing something new.

    I like there are educated speakers who show genuine appreciation and passion for their topics.

    I enjoyed the variety of sessions and the networking promoted within the session. I alsoappreciated the collection of exhibitors that had various ways of engagement.

    The Networking was amazing, but just being able to be together with peers and new friendsagain was so needed!

    I enjoyed meeting other professionals in the business. I also loved the various topics andhearing how other insurance carriers were addressing some of the same issues we encounter.

    The informational sessions were very useful and gave me a lot of great things to bring backwith me.

    The variety of content and the sessions that were interactive. So valuable to learn from otherattendees and how they tackle challenges and issues at their organizations.

    Opportunity to connect with other claim professionals and vendors. Informative & interestingpresentations. Appreciated that a lot of the presentations qualified for CE credit.

    PLRB greatly appreciates the following claims service providers for their outstanding support for the 2024 Claims Conference.


    Diamond Plus




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