San Francisco, California
London, United Kingdom
Are you a leading residential or commercial insurance claim professional who serves Policyholders dealing with property damaged by hail, wind, water or fire?
Who: General contractors, restoration companies, public adjusters, roofers, attorneys, appraisers, engineers, agents and vendors.
What: Superior education, team building, learn how to effectively and ethically help your business prosper and customers eager to give you referrals.
Where: W Hotel in Dallas, Texas
When: March 2nd and 3rd
Why: Gain a competitive advantage by learning how industry leaders settle insurance claims fairly and promptly.
Limited Seating Available!
Check out our All-Star line up of speakers and educational content.
Thursday, March 2nd
12:00 pm - 1:00pm Registration
Dick Wagner - Selling with Storytelling
Mr. Wagner has served the restoration industry for over 16 years providing disaster recovery services to both regional and national clients. Wagner brings expertise in Structural Drying, Environmental Inspection, Remediation, and Fire and Smoke Restoration.
This course is to learn how to engage and sell to your customers by using storytelling. It’s one of the best and easiest ways for learning and remembering. Learn how to brand yourself an expert, take away your prospects "pain” and why people buy from people – not “companies”. ($495 Value)
Steve Patrick - Overcoming Unreasonable Claims Adjusters
Thank you to our generous sponsors listed below!*
Friday, March 3rd
HAAG Engineering Education
Composition Roofs Damage Assessment
This popular course focuses on assessment of various types of damage to composition roofs. Students learn about manufacture, installation, weathering, and hail, wind, and mechanical damage. We discuss roof inspection and assessment techniques, service life expectations, and proper roof repair methods. We use case studies as damage assessment examples, helpful for experienced professionals and those new to the field. Features a full-color handout with photos and valuable information.
*2 Hours CE Available ADJUSTER FL, GA, KY, LA, MN, MS, NC, NH, OK, WY, UT, TX AGENT KY, NC, TX ($211 Value)
HAAG Engineering Education
Sudden Damage Vs. Maintenance Issues
Learn how to distinguish between distress caused by “sudden” movements of a structure (settlement, strong wind, earthquakes, etc.) vs. normal material deterioration or shrinkage. This course specifically discusses hurricane/tornado damage, and contrasts it with normal settlement or weathering damage found in a building. Case studies illustrate field inspections and ultimate classification of distress. This course addresses residential and light commercial structures.
*1 Hour CE Available ADJUSTER AL, AR, DL, FL, GA, IN, LA, MN, MS, NC, OK, TX, UT, WY AGENT LA, MN, WY ($105 Value)
11:00 am - 11:30 am
David Herring, CEO
Write Loss Inc
Documenting the Loss - Tools and Technology Changing the Industry
11:30 am - 12:00 pm
Scott Friedson, Executive Director
7 Habits of Highly Ethical Insurance Claim Handling Practices
Understanding the roles and boundaries in handling property damage insurance claims is critical to everyone in the industry. In this valuable session learn how your business can stand above the pack and what you can do to help protect policyholders.
Lunch with Joe Radcliff, CEO & Founder
National Insurance Restoration Council
Mr. Radcliff shares his David vs. Goliath victory against State Farm in Amercia's largest defamation case ($14.5M) in history. He brings 23 years of solid experience to the construction industry, including 18 years operating his own construction and insurance restoration company throughout 16 states across the U.S. Joe recently founded the National Insurance Restoration Council (NIRC) to pave the way in much needed industry reform. The NIRC is a non-profit organization devoted to protecting and educating property owners and restoration contractors when dealing with insurance claims.
Unfair Claims Handling Practices
Moderator: Ken Horne/Chad Wilson Law Center - Discover the standards for the investigation and disposition of claims under insurance policies. Find out the in's and out's of what guidelines and timeframes insurers must follow and not misrepresent to claimants as well as provide insureds relevant facts or policy provisions relating to coverages at issue. Attendees will learn how to identfiy acts of bad faith.
Mr. Black/Daly & Black serves on the Board of the Texas Trial Lawyers Association and regularly testifies on behalf of Policyholders. He will be providing a legislative update on the current issues in our industry.
Public Adjuster Panel
What's up with UPPA?
Moderator: Rob Kitto Public Adjuster/K2 Consulting, Greg Cassel 2nd Opinion Public Adjusters, Brad Jones/Rooftime General Contractors. This panel discusses the Unlicensed Practice of Public Adjusting (“UPPA”) which includes negotiating, interpreting policy language, or acting on the behalf of an insured and is considered consumer fraud. Unfortunately, many contractors are simply unaware of what UPPA is. Find out when or if you should consider referring your client to a public adjuster and gain a deeper understanding of the roles and boundaries when handling claims as a team. We will also discuss if insurers have a duty to report UPPA, what it could mean to you and your business as well as how to avoid UPPA. Public adjusters are heavily regulated licensed insurance professionals that represent consumers in negotiations of first-party property damage claims with insurance carriers. Both insurers and departments of insurance have UPPA high on their radars. This valuable discussion will give you practical approach to avoiding pitfalls of UPPA and streamling the claims handling process.
Appraisal - Tool or Weapon?
Shannon Loyd/The Loyd Law Firm
Find out how recent court decisions are gutting consumer protections for insurance policyholders by abusing appraisal. Texas Supreme Court is now considering hearing an appeal on one of her cases that could give the state's highest court an opportunity to resurrect longstanding consumer protections for property-owning consumers and businesses. Shannon will inform you of what to expect, how much appraisals really cost, why carrier's invoke it and what is a "disinterested party".
How to Scale Your Business With Contractors
Anthony Delmedico CEO/Storm Ventures Group
Anthony leads the nation's largest catastophe management and sales consulting organization. He will identify some of the bigger challenges and opportunities and have an open panel discussion about some of the today's hottest topics such as assignment of benefits, appraisal practices, dealing with carrier contractors, state licensing efforts as well as overhead and profit issues. He will share valuable insight on building a business model to successfully grow your residential or commercial property insurance claim business.
Limited Seating Available!
*Event registration, membership dues and donations are tax deductible to the fullest extent allowed by law.
Why should I join Policyholder Advocates and attend the conference? Everyone in the insurance claim industry hears the bad press because of a few unscrupulous contractors, PA's and attorneys. Insurance companies leverage these bad actors every chance they get to attack consumer rights and strip out policy benefits. Policyholder Advocates was formed in part to to build a national network of legitimate industry professionals who want to help boost their credibility by joining our 501(C)(3) nonprofit and protect the insured by raising awareness for home and business owners of their rights and remedies to settle property damage insurance claims. Join us and attend the only conference designed to help everyone work together, strengthen consumer rights and cut through insurance claim clutter.
* Can I write off my membership and event registration as a tax deductible expense? Yes. Policyholder Advocates is a 501(c)(3) organization. Event registration, membership dues and donations are tax deductible to the fullest extent allowed by law.
How much are rooms at the W hotel? We have a limited room block with special rates of just $239/Night til Feburary 17th at 5pm. Just go to Book A Room
How much is a membership to Policyholder Advocates and what do I get? Professional and Corporate memberships range are $200 and $300 respectively however, if you purchase a ticket to attend Master The Disaster you get a free 1 year corporate membership and listing in our directory ($1,500 value). You receive the right to utilize our logo on your marketing material, listing in our SEO optimized professional directory, discounts on education and service providers, networking opporunities, legislative participation activities and more. Join now to take advantage of our special bundled package which includes membership and admission to our conference.
Are sponsorship opportunities still available? Yes. A limited number of sponsorship opportunities are available. Please see the Sponsor package when registering.
Who can I contact with any other questions? Dale Thompson at 512-576-9666 or Dale@PolicyholderAdvocates.org
THANK YOU TO OUR GENEROUS EVENT SPONSORS!
Policyholder Advocates events are open only to those employed by the insurance industry full time and those who, as their primary business, provide goods and services directly to insured policyholders. Others and their associates such as insurance defense attorneys, operators violating insurance code statutes, public adjusters who work directly or indirectly for insurers or contractors convicted of insurance fraud are not invited and may not register nor attend. Any such uninvited person found attending the Conference will be asked to leave and will not receive a refund. Determinations regarding eligibility to attend will be made solely by the Policyholder Advocates. Under rare circumstances, an exception to this policy may be granted if Policyholder Advocates determines that an exception is in the best interest of its members.
Requests for the granting of an exception to the policy must be submitted to Policyholder Advocates in writing. Granting of an exception is valid only if in writing. If you have any questions about this attendance policy or determinations made pursuant to this policy, please contact Policyholder Advocates management in writing as soon as possible.
We are not a law firm or a substitute for an attorney or law firm. We cannot provide any kind of advice, explanation, opinion, or recommendation about possible legal rights, remedies, defenses, options, selection of forms or strategies.
Save This Event
When & Where
Policyholder Advocates is a nonprofit 501(c)(3) corporation organized and operated for educational and charitable purposes. Our Mission Is To Protect The Insured. We are engaged in two main activities: (1) educational efforts to raise awareness in support of home and business owners of their rights and remedies to settle property damage insurance claims and (2) host conferences and propose public policy development to benefit insurance policyholders to educate consumers, businesses, licensed professionals in the insurance industry to understand the acts and practices in or in relation to the insurance business and administration of insurance claims. Conferences are not limited to one particular trade or profession but include members from various trades and industries with an interest in learning more about insurance and claims administration.