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Workshops are 90 minutes hours in length and held twice during the Conference.

Auditing, File Reviews and Customer Service


Todd Breton, Project Manager, Germania Insurance
Julie Markert, Account Manager, Athenium Analytics

Jun 25, 2019 -- 9:00 a.m. to 10:30 a.m.
Jun 26, 2019 -- 2:45 p.m. to 4:15 p.m.

  • Evaluate the ways new technology, both in-house and vendor produced, is streamlining the audit process in your organization
  • Identify new metrics and improved ways to review claim files, both formally and informally, and assess data to promote continuous improvements and stronger results
  • Describe technology tools that can improve customer service and increase loyalty among policyholders and agents
  • Catastrophe Preparation, Weather Analytics, and Disaster Response

    Peter J. Balingit, GISP, AVP-Catastrophe Services, PLRB
    Kevin McKinnis, Catastrophe Team Manager, Auto Club Enterprises Group
    Craig Sakraida, CPCU AIC, Claims Director CAT Operations, Citizens Property Ins. Corp.

    Jun 25, 2019 -- 10:45 a.m. to 12:15 p.m.
    Jun 26, 2019 -- 1:00 p.m. to 2:30 p.m.

  • Review recent developments in catastrophe preparation associated with new technologies and tools
  • Evaluate weather analytics engines and strategies to give you a leg up with catastrophe and weather response
  • Describe on site technology tools that encourage stronger catastrophe claim responses with various types of losses.
  • Claims Systems, Management, Workflow

    Danielle Baker, AINS, MLD, Claims Process Specialist, Westfield Group
    Natalie Farnsworth, IT Developer, Westfield Group

    Jun 25, 2019 -- 3:30 p.m. to 5:00 p.m.
    Jun 26, 2019 -- 8:15 a.m. to 9:45 a.m.

  • Describe the types of claims systems that are available today, including “home grown” and “out of the box” versions
  • Identify what are some of the favorite systems features, including their pros and cons
  • Explore options with management dashboards, including the use of real-time information about your operations
  • Trace the impact of the dashboard in management and workflow arrangements
  • Compliance and Adjuster Licensing Updates

    Debbie Morales, Claims Operations Director, Allstate Insurance Group
    Jonathan Rice, Field Director-CAT Operations, CRU Adjusters
    Bernie Tobin, CPCU, AIC, Executive Vice President, Xeneros, LLC

    Jun 25, 2019 -- 9:00 a.m. to 10:30 a.m.
    Jun 26, 2019 -- 2:45 p.m. to 4:15 p.m.

  • Describe options in place for meeting compliance requirements with emerging technologies
  • Review how Medicare and Medicaid compliance is becoming more manageable with new tools
  • Identify new service provider approaches in providing supportive services
  • Track changes in national adjuster licensing requirements and strategies
  • Contractor Networks, Direct Repair Programs

    Mitch Becker, , Smart Express
    Bill DiGiovanni, VP-Client Experience, Crawford Contractor Connection
    Andrew White, CPCU, AIC, API, Claims Vendor Manager, Amica Mutual Group

    Jun 25, 2019 -- 1:30 p.m. to 3:00 p.m.
    Jun 26, 2019 -- 10:15 a.m. to 11:45 a.m.

  • Describe how latest technology tools are changing the way building contractors and water mitigation companies are responding to various losses
  • Review some of pros and cons of engaging various contractor networks
  • Identify new trends in auto direct repair operations that are improving results
  • Evaluate communication options between carriers and service providers with contractor networks and direct repair shops
  • Data Analytics, Analysis and Reporting

     FL  OK  TX

    Gary Sullivan, CPCU AIC AIM, Assistant Professor, Mercyhurst University

    June 25, 2019 -- 3:30 p.m. to 5:00 p.m.
    June 26, 2019 -- 10:15 a.m. to 11:45 a.m.

  • Describe the ways carriers are using different service products for better data analysis and reporting
  • Identify the ways data analytics is improving catastrophe preparation and response.
  • Review various metrics and types of reports for usefulness and utility
  • Describe possible use of artificial intelligence in the newest analysis and reporting work.
  • E-Billing, Legal and Medical Reviews

     FL  OK  TX

    Chad Buresh, Medical Claims Services Mgr., EMC Insurance Companies
    Shahin Hatamian, BSEE, MSEE, MBA, SVP Product Management, Mitchell International
    Kellene McMillan, Esq., Claims Litigation Manager, EMC Insurance Companies

    June 25, 2019 -- 10:45 a.m. to 12:15 p.m.
    June 26, 2019 -- 1:00 p.m. to 2:30 p.m.

  • Describe how new technology tools, developed externally or in-house, are changing the way legal and medical bills are reviewed
  • Evaluate possible use of artificial intelligence in these functions
  • Review how “reasonable and customary” concepts are evolving with the latest technology tools
  • Evaluate new roles for nurses on staff with technology tools
  • E-learning and Online Education for Claims Professionals

    Brittany Bargen, MLS, AINS, Instructional Designer, Farmers Insurance Group
    Jane Schleisman, CPCU, CPA, CIC, Learning Consultant, EMC Insurance Companies

    June 25, 2019 -- 1:30 p.m. to 3:00 p.m.
    June 26, 2019 -- 8:15 a.m. to 9:45 a.m.

  • Explore some of the new forms and strategies with e-learning to develop your staff, especially with the on-boarding process for new hires
  • Evaluate good and not-so-good examples of e-learning that might be used within your claim organization
  • Identify how e-learning can be combined with other forms of training to produce the best results and greatest efficiencies
  • Describe online learning resources that are becoming available

    The Adjusting World Is Changing….

    Artificial Intelligence. Cloud-Based Investigations. Smart Glasses. Telematics. Mobile Apps for everything from measuring a room to settling a claim.

    Come join industry leaders in Denver, Colorado, June 17-18, to learn more about the many ways technology is changing the way we work. Over two days, we'll provide interactive educational sessions for both adjusters and managers, helping you explore the numerous ways technology is changing the way claims are adjusted. Participants may select from a variety of technology-focused claims courses from two robust tracks.

    Adjuster Track will focus on:

    • new claim tools and apps
    • cyber claims and security
    • using cloud data to investigate claims
    • drones and aerial photography
    • new equipment in smart buildings
    • telematics
    • black boxes
    • new technologies to write more accurate building damage estimates and exercise stronger contents control, and more.

    Management Track will focus on management and supervisory changes, including:

    • new claims systems and features
    • data analysis
    • compliance and adjuster licensing
    • e-billing with legal and medical reviews
    • e-learning improvements
    • catastrophe preparation and weather analytics
    • contractor networks and direct repair programs, and more

    We'll also feature an Expo with 70+ service providers from across the nation who are intimately involved in these new technologies and can provide information and solutions that address many of the changes you are facing now and in the near future.

    This two-day Technology & Claims Symposium will replace the PLRB Western Regional Adjusters Conference in 2019.

    If you want to explore many of the new technology options that are currently available to claims professionals or that are on the way, this is the place to be. Registration is free for all PLRB member company employees, including claims professionals and underwriters.

    PLRB greatly appreciates the following claims service providers for their outstanding support for the 2020 Technology and Claims Symposium.

    Platinum Level

    Wednesday Lunch
    Tuesday Lunch
    Tuesday Lunch
    Wednesday Lunch
    Wednesday Lunch
    Mobile App
    Tuesday Lunch

    Gold Level

    Tuesday Reception
    Tuesday Continental Breakfast
    Tues. PM Break/Wed. AM Break
    Tuesday Reception
    Wednesday Continental Breakfast
    Wednesday Continental Breakfast
    Tuesday Reception
    Tuesday Continental Breakfast
    Tues. PM Break/Wed. AM Break
    Tuesday Continental Breakfast
    Tuesday Reception
    Wednesday Continental Breakfast
    Tues. PM Break/Wed. AM Break

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