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Accidents: Immediate Steps in the First 48 Hours

Curriculum: Casualty Auto

State Approved CE Credits:FL NH NC

Tuesday, March 19 — 1:30 - 3:00
Wednesday, March 20 — 10:30 - 12:00

Allyson C. Byrd, JD, Member, McGlinchey Stafford, PLLC, New Orleans, LA
Robin Roeder, SVP-Risk Management, Sedgwick, Memphis, TN

  • Implement polices and guidelines to mitigate costs and exposure in litigation, as well as effectively respond to incidents.
  • Communicate protocols to their employees on responding to incidents.
  • Understand why the recommended investigative tactics are helpful to your company.
  • Consider legal ramifications of a thorough, proper investigation.

Adjuster Safety: Disaster Site Safety

Curriculum: Adjusting Property

State Approved CE Credits:FL NC OK TX

Tuesday, March 19 — 10:30 - 12:00
Wednesday, March 20 — 3:30 - 5:00

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

  • Develop skills to identify hazardous materials
  • Recognize 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

Adjusters, Fire Claims & 21st Century Technology

Curriculum: Adjusting Property

State Approved CE Credits:DE FL NH NC OK TX

Monday, March 18 — 3:30 - 5:00
Tuesday, March 19 — 1:30 - 3:00

Ulises Castellon, CPCU, RPA, Chief Executive Officer, Fire Cause Analysis, Berkeley, CA
Rena Strohmeier, MBA, CPCU, AIC, AINS, Supervisor-Claims Property, Wawanesa General Insurance, San Diego, CA

  • 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

AI Revolutionizing Property Insurance

Curriculum: Technology

State Approved CE Credits:FL NC

Tuesday, March 19 — 1:30 - 3:00
Wednesday, March 20 — 3:30 - 5:00

Elizabeth Popkins, Vice President, TelaClaims Adjusting, Miami, FL
Christopher Sanders, VP Claims, GeoVera U.S. Insurance Group, Fairfield, CA

  • Understand the current state of AI in the property insurance space
  • Identify potential processing efficiency and accuracy gains
  • Evaluate the benefits and challenges of integrating AI in claims management
  • Understand practical applications and having knowledge of case studies

AI Virtual Inspections & Remote Guidance

Curriculum: Technology

State Approved CE Credits:FL NC

Monday, March 18 — 1:30 - 3:00
Tuesday, March 19 — 3:30 - 5:00

Jorge Campos, Managing Director, WBPRO, Orlando, FL
Tim Ellis, President, DUX Experts Inc., Orlando, FL
Daniel Price, Managing Principal, Keystone Experts + Engineers, Castlerock, CO

  • Assess AI-driven virtual inspection technology: Transforming industry readiness and efficiency
  • Understand AI varieties, key terminologies, and accessible tools
  • Discover AI in action: Cutting loss scope writing time by over 50%
  • Learn capabilities and procedures of inspection tech: Process flows, 3D floorplans, and data capture sensors
  • Address the effect of virtual inspection technology on claim adjustment

Alternate Dispute Resolution: Effective Use of Experts

Curriculum: Alternate Dispute Resolution

State Approved CE Credits:FL NC

Monday, March 18 — 1:30 - 3:00
Tuesday, March 19 — 3:30 - 5:00

Pete Fowler, Chief Quality Officer, Pete Fowler Construction, Henderson, NV
David Heemann, JD, Claims Coverage Counsel, Enumclaw Insurance Group, Enumclaw, WA
Jennifer Kalvestran, JD, Partner, Anderson, McPharlin & Conners, Los Angeles, CA

  • Understand the types of ADR and when to use them in resolving insurance claims.
  • Recognize the roles of the ADR participants
  • Learn how to effectively use Consultants and Experts in ADR.
  • Review ADR case studies where Consultants and Experts changed the outcome.

Appraisal: Tracking the Next Normal

Curriculum: Alternate Dispute Resolution

State Approved CE Credits:FL NC TX

Tuesday, March 19 — 10:30 - 12:00
Wednesday, March 20 — 3:30 - 5:00

Daniel L. Petrilli, Esq., Partner, Horst Krekstein & Runyon, LLC, Plymouth Meeting, PA
Justin Whedbee, AIC, CCP, Executive General Adjuster, MAS Solutions, Conroe, TX
Shawn Woodie, CIC, AIC, AIS, Property Claim Examiner, Erie Insurance Group, Erie, PA

  • Evaluate Appraisal demands where there are coverage disputes/partial denials
  • Explore appropriate means and methods for Appraiser/umpire instruction and communication
  • Identify timing, cost and competency considerations relative to post-Appraisal court intervention
  • Address emerging trends following proposed/recently passed legislative changes intended to limit appraiser conduct/umpire selection and potential handling strategies

Art Claims: Disaster Response & Risk Management

Curriculum: Underwriting and Claims

State Approved CE Credits:DE FL NH NC TX

Tuesday, March 19 — 10:30 - 12:00
Wednesday, March 20 — 10:30 - 12:00

Heather Becker, CEO, The Conservation Center, Chicago, IL

  • Implement the helpful procedures for handling a client's collection in an emergency (basic protocols, stabilization, etc.)
  • Identify what damage to artworks was a direct result of the loss, as opposed to pre-existing damages.
  • Communicate with the conservation team after the disaster event.
  • Explain how damage could have been preemptively minimized for art and heirloom damages.

Auto Fraud Investigations: Drive for Results

Curriculum: Special Investigations/Fraud

State Approved CE Credits:FL NC TX

Monday, March 18 — 3:30 - 5:00
Tuesday, March 19 — 3:30 - 5:00

Sherry Bos, Investigator, Auto-Owners Insurance Group, Lansing, MI
Steven R. Jarrett, MBA, CIFI, FCLA, Director/Leader-SIU, Westfield Group, Westfield, OH

  • Identify the three basic types of auto fraud and develop a plan of action for them
  • Recognize types of misrepresentation and application fraud
  • Describe various types of staged accidents
  • Determine which resources can aid in investigation

Autonomous Vehicles: Liability & Coverage Issues

Curriculum: Casualty Auto

State Approved CE Credits:FL NH NC TX

Tuesday, March 19 — 3:30 - 5:00
Wednesday, March 20 — 3:30 - 5:00

Kenneth P. Williams, JD, Shareholder, Segal McCambridge Singer et al, Southfield, MI

  • 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


Please join us in Boston for 3 days of sharing how you serve and adapt as an insurance professional in today’s rapidly evolving world:

  • Engage in over 100 innovative educational course selections across 14 learning tracks led by industry professionals serving your quest for know-how in the ever-evolving insurance landscape
  • Forge connections through one of the industry’s largest gatherings of diverse insurance professionals serving as a conduit for networking opportunities
  • Immerse yourself in the Insurance Services Expo interacting with hundreds of leading edge service providers showcasing products and tools to revolutionize service in the insurance industry

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.


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