Print Print | Email Facebook Twitter Share ThisShareThis

NAMIC Claims Conference | February 7-9, 2017 | San Antonio, Texas

Event Contact

Amy Thornburg
Meetings & Exhibits Manager

Stephanie Guagliardo

Stephanie Guagliardo
Sr. Meeting Coordinator



The NAMIC Claims Conference offers presentations and discussions on relevant, meaningful and diverse topics. The presenters are very qualified and insightful. The conference offers attendees the opportunity to learn more about the industry, current trends, and claim handling.

Jake Block
Assistant Vice President, Claims
Auto-Owners Insurance Company

Subject to change without notice

The NAMIC Claims Conference qualifies for 6 points under the Continuing Professional Development program for CPCUs. Certificates for CPD credits will be available onsite at the event information desk.

Tuesday, February 7, 2017

7:50 – 11:30 a.m.

Optional Activity: Natural Bridge Caverns Tour
Come on down … way down ... to the largest underground attraction in Texas. Travel through a half-mile of the largest, most spectacular public cavern in the state. Walk 180 feet below ground while learning from a knowledgeable tour guide. See awe-inspiring ancient formations such as stalagmites, stalactites, flowstones, chandeliers, and soda straws that are centuries in the making and still growing today.

This activity is recommended for those comfortable with walking and climbing stairs, as the steepness of the caverns is equivalent to 17 stories. Guests should wear closed-toe, rubber-soled shoes recommended for wet surfaces. In addition, the activity will occur rain or shine unless the tour provider or the destination deems the area unsafe.

The cost of $135 per person includes a roundtrip motor coach transfer, admission to the caverns, and approximately two hours of exploration with a tour guide. This activity is subject to maximum and minimum number of participants. If the minimum is not met, participants will be contacted and optional activity fees will be refunded. The NAMIC registration cancellation policy applies to this activity.

8:00 – 11:00 a.m.

Optional Activity: Golf Outing
Offered by popular demand! Start your conference and networking experience with a causal nine holes of golf on the scenic The Resort Course at La Cantera. Ranked among the “Top 50 Golf Resorts in the U.S.” by Conde Nast Traveler, La Cantera Golf Club combines the best in golf with the best of luxury. Reserved tee times start between 8:03 – 8:39 a.m., which allows play to be complete in time to attend the conference opening session at 1:00 p.m., even in the case of a frost delay.* The cost of $59 per person includes the green fee, golf cart, and unlimited range use for one hour prior to play. Please send foursome requests to

*Please note that in the event of a frost delay, tee times will begin at 9:00 a.m.

9:00 a.m. – 6:15 p.m.

Event Information Desk: Badge and Material Pick Up

9:00 a.m. – 2:00 p.m.

Exhibitors Set Up in the Exhibit Hall
New for 2017! The exhibit hall opens with a Grand Opening at 2:00 pm and exhibitors are welcome to set up between these hours. This shift in hours focuses more time on the exhibitors later in the day and allows exhibitors plenty of time to set up, participate in the morning’s optional activities, or invite clients to a private lunch before the conference begins. We also welcome exhibitors to attend the 1:00 pm educational session.

1:00 – 1:15 p.m.


1:15 – 2:00 p.m.

Keynote Address: A Day in the Life of a Nerdy Insurance Claims Professional
What would your day look like if you took the advice given by all of your nerdy friends and implemented the recommended tech tools and apps to make your life easier? This fast-moving, laugh-filled session will take you hour-by-hour through a day in the life of a tech-savvy insurance claim professional. You’ll learn how a professional nerd solves a security crisis before 10:00 a.m., has a more efficient lunch hour with an extra set of virtual hands, saves money on software before the staff meeting, and brings the team together online before the day is done.

Beth Ziesenis
Speaker, Author, Nerd
Your Nerdy Best Friend
San Diego, Calif.

2:00 – 3:00 p.m.

Networking Break
Find new partnerships during the Grand Opening of the Exhibit Hall

3:00 – 5:15 p.m.

Peer-to-Peer Learning | Roundtable Discussions
Join other claims professionals in roundtable discussions focused on industry changes and emerging issues. These interactive groups will allow you to discuss with peers topics that you may be facing every day. This session is by invitation only and open to direct writers and NAMIC members.

3:00 – 3:10 p.m. - Welcome and Rules
3:10 – 3:30 p.m. - Discussion by Company Size
3:30 – 3:40 p.m. - Stretch Break & Move to the First Discussion Topic
3:40 – 4:00 p.m. - Discussion by Topic Period 1
4:00 – 4:05 p.m. - Stretch Break & Move to Second Discussion Topic
4:05 – 4:25 p.m. - Discussion by Topic Period 2
4:25 – 4:30 p.m. - Stretch Break & Move to Third Discussion Topic
4:30 – 4:50 p.m. - Discussion by Topic Period 3
4:50 – 4:55 p.m. - Stretch Break & Move to Fourth Discussion Topic
4:55 – 5:15 p.m. - Discussion by Topic Period 4

5:15 – 6:15 p.m.

Networking Reception in the Exhibit Hall
After a full day of conference activities, relax and socialize in the Exhibit Hall with a drink and some munchies.

6:15 p.m.

Conference Adjourns for the Day
The evening is open for private events or exploring LaCantera on your own.

Wednesday, February 8, 2017

7:30 a.m. - 4:45 p.m.

Event Information Desk

7:30 - 8:30 a.m.

Networking Breakfast
Find your next solution over a cup of coffee and enjoy a breakfast designed to eat as you network.

8:30 - 9:30 a.m.

Concurrent Sessions

  1. Navigating Medicare: A Discussion Panel
    The Centers for Medicare and Medicaid Services regularly update regulations that directly impact your day-to-day claims settlement and compliance practices. Future proposals could further change how you approach Medicare secondary payer compliance. Join our panel of experts as they discuss these topics and what they mean to everyday claims handling. Topics will include the main categories of Medicare compliance; conditional payment letters; Medicare set asides; the total payment obligation to claimant reporting threshold; Medicare Advantage plans; ongoing responsibility for medicals and ORM termination; and working with recovery contractors.

    Katie A. Fox, MSCC, CMSP
    EVP of National Account Management
    Franco Signor LLC
    Bradenton, Fla.

    Kimberly Stewart
    Assistant Vice President, Claims
    Gen Re
    Hartford, Conn.

    Sidney Wong
    Legal Director
    ISO Claims Partners
    Wading River, N.Y.

    Moderator: Amy E. Goyette
    Legal Counsel
    Society Insurance
    Fond du Lac, Wis.

  2. Claims Triage – How to Do It Well
    This course qualifies for one CE credit for adjusters licensed in IN, IA, MD, PA or VA.
    Triage is a French word meaning “to sort.” Developing a claims triage strategy allows a company to obtain a good overview of the claims situation and allocate resources appropriately. Attend this session to learn more about sorting your claims to make the best use of available resources.

    Phil Reynolds
    Springfield, Mo.

  1. Training Claims Representatives to be Great Negotiators
    This course qualifies for one CE credit for adjusters licensed in IN, IA, PA or VA.
    This session will focus on understanding the need, as well as the value, of training claims representatives to be great negotiators. Theories, practices, and training strategies will be reviewed. Challenges faced with training in different learning styles, as well as the generational differences, will be discussed.

    Jamie Whisnant
    Assistant Vice President
    Auto-Owners Insurance
    Lansing, Mich.

  1. Idea Lab: Disagree Agreeably - How Conflict Can be Productive
    Conflict is a part of life; however, many people avoid it. The good news is that there is such a thing as productive conflict. If you want to strengthen your relationships and maintain respect, you need to learn how to disagree agreeably. Once you’ve cracked how to do it, you’ll find your disagreements far more productive. Join us for a useful and interesting session.

    Marsha Egan
    The Egan Group, Inc.
    Nantucket, Mass.

9:30 - 10:15 a.m.

Networking Break
Taking a break is good for the mind and body. Chat with the exhibitors and find your next partnership.

10:15 - 11:15 a.m.

Concurrent Sessions

  1. Litigation Management - Increasing Efficiency Through Collaboration and Early Resolution Opportunities: A Discussion Panel
    Litigation management remains one of the most challenging areas for carriers to manage. Join this discussion panel to explore the relationship between carriers and outside counsel as they work together to enhance the efficient delivery of legal services. The discussion will examine the foundational elements of the relationship, including the viewpoints from the carrier and counsel perspectives. Other topics will include innovative collaboration strategies, opportunities to increase the success of early resolution, and considerations for process improvement.

    Moderator: Dan Winkler
    Leader, Claims Legal
    Westfield Insurance
    Westfield Center, Ohio

    Jay Courie
    Managing Partner
    Columbia, S.C.

    Taylor Smith
    CLM Advisors
    Deerfield, Ill.

    John Sparks
    Of Counsel
    Fowler Hirtzel McNulty & Spaulding
    Philadelphia, Pa.

  2. Trends in State Department of Insurance Issues
    Join this session to learn more about the various issues with state departments of insurance that NAMIC is monitoring.

    Paul T. Martin
    Director-State Affairs, Southwestern Region
    National Association of Mutual Insurance Companies
    Austin, Texas

  3. Insurers, a Target-Rich Environment: A Plaintiff Attorney’s Perspective
    This course qualifies for one CE credit for adjusters licensed in IN, IA, MD, PA or VA
    Join this session for a discussion from the other side of the courtroom. Learn about the common mistakes found in claims files, problems observed in claims handling, suggestions for claims witness preparation, and the need for honest liability analysis and avoiding spoliation calamities.

    Logan Johnson
    Miller & Johnson, PLLC
    Oklahoma City, Okla.

    Brad Miller
    Miller & Johnson, PLLC
    Oklahoma City, Okla.

  1. Idea Lab: How to Build Relationships If “Networking” Makes you Cringe
    Do you cringe at the thought of networking? Do you find it awkward to make and manage all those connections? And how to keep in touch with all those connections you’ve made? Building relationships through networking doesn’t have to be difficult. This session will give you immediately usable tips for making networking not so cringe-worthy.

    Marsha Egan
    The Egan Group, Inc.
    Nantucket, Mass.

11:15 a.m. - 12:45 p.m.

Enjoy a networking lunch within the exhibit hall and take few minutes to connect with the office.

12:45 - 1:45 p.m.

Concurrent Sessions

  1. The Aging Workforce and Millennials: A Discussion Panel
    Join this session for an interactive discussion about a significant issue affecting the insurance industry: the aging workforce and the entrance of the new workforce, known as millennials, into the industry. The panelists will discuss the talent gap within the industry, the challenges regarding attracting millennials, and strategies to find solutions.

    Leonardo Casanas
    Head of U.S. Property & Specialty Claims
    Swiss Re
    Schaumburg, Ill.

    Caitlyn Lia
    Assistant Vice President, Treaty Underwriter
    Swiss Re
    New York, N.Y.

    Janet McDaniel
    Claim Manager
    PEMCO Mutual Insurance Company
    Seattle, Wash.

    Moderator: Brian Kelly, CPCU, ARe, AIC
    Vice President, Claims Expert
    Swiss Re
    Armonk, N.Y.

    Moderator: Rocco Siconolfi
    Vice President, Senior Professional Lines Treaty Underwriter
    Swiss Re
    Armonk, N.Y.

  1. Changes in Weather Patterns: Are Storms Getting Stronger?
    This course qualifies for one CE credit for adjusters licensed in IN, IA, PA or VA.
    The science of meteorology is continually evolving and forecasting is becoming more accurate. However, when it comes down to forecasting the location of a single thunderstorm or predicting long-term weather patterns, the science still struggles. Join this session for a discussion about weather patterns and to learn whether storms are actually getting worse.

    Paul Yura
    Warning Coordination Meteorologist
    National Weather Service
    New Braunfels, Texas

  2. Integrating Telematics Data in Claims for Immediate and Future Value
    Though the U.S. insurance market has yet to reach the tipping point of telematics mass influence, opportunities already exist for compelling case studies in claims management.

    The session will examine how data collection is directly actionable for the benefit of insurers and policyholders, will demonstrate how behavior analysis, along with claims data, can be used for predictive analytics, and will explore future scenarios where insurance telematics data can improve safety and enhance a connected lifestyle.

    John Kramer
    Director of Business Development
    Octo Telematics North America
    Newton, Mass.

  3. Idea Lab: Presenting to a Group: The Overlooked Professional Skill
    Addressing any group of people is a skill that is often overlooked. Most of us don’t have any formal training in presenting to a group of people. Yet, we find ourselves on a regular basis addressing staff members or presenting at an important meeting. Join this session to find a roadmap to improve this crucial professional skill, discover how to package material in a format that is easy for your audience, and learn how to deliver messages that are clear, concise, and impactful.

    John Males
    Senior Consultant and Facilitator
    Fathom Corporate Training
    Austin, Texas

1:45 - 2:15 p.m.

Dessert Reception
Enjoy a decadent dessert reception, as you conclude business with the exhibitors. Participate in the exciting exhibitor raffles and learn the winners of the Claims Game. Attendees must be present to win.

2:15 - 5:00 p.m.

Exhibit Hall Closed and Exhibitors Dismantle

2:15 - 3:15 p.m.

Concurrent Sessions

  1. Reinsurance Demystified
    Join this session to learn – in understandable terms – the different types of reinsurance and the reasons companies purchase it. The presentation will include a real-world case study that illustrates how a reinsurance claims professional can lend expertise to a complex case in a way that helps the reinsurer and the ceding-company client.

    Timothy M. Fletcher, JD, CPCU
    Specialty Claims Line of Business Manager
    Gen Re
    Atlanta, Ga.

    Keith Katsma
    Claims Executive
    Gen Re
    Chicago, Ill.

  2. Preparing a Subrogation File for a Successful Outcome
    This course qualifies for one CE credit for adjusters licensed in IN, IA, MD, PA or VA.
    It is often said that preparation is the key to success. Success in subrogation recovery is often tied directly to preparation during the investigation phase. This session will focus on the steps to take early in a loss to preserve subrogation rights. Discussion will include the common challenges and will instruct participants how to be prepared to respond.

    Tony R. Krall
    Hanson Lulic & Krall, LLC
    Minneapolis, Minn.

  3. How 3D Imaging is Transforming Claim Resolution and the Litigation Landscape (and How Insurers Can Benefit)
    This course qualifies for one CE credit for adjusters licensed in IN, IA, MD, PA or VA.
    This session will explore the innovations within medical imaging and how they can be applied within the insurance claims. Attendees will learn the benefits of medical imagery, the application of 3D imagery, and how imagery is being used by plaintiff attorneys. Case studies will also be reviewed.

    Jorey Chernett
    Chief Executive Officer & Founder
    Bloomfield Hills, Mich.

  1. Idea Lab: Making Performance Appraisals Work
    Every employee wants the answers to two questions: “What do you expect of me?” and “How am I doing? Performance appraisal gives them the answers. But giving a performance appraisal is uncomfortable for most managers. It needn’t be. Join this session to learn how to set wise yet tough goals, evaluate performance accurately, confront marginal performers comfortably, and conduct performance reviews with confidence.

    Dick Grote
    Grote Consulting Corporation
    Frisco, Texas

3:15 p.m.

Conference Adjourns for the Day
Enjoy some down time. Connect with family back at home or use this time focus your new knowledge on a work challenge that has been troubling you.

5:00 – 9:30 p.m.

Optional Activity: San Antonio River Walk Shuttle
Join your fellow attendees for a night out at the most popular attraction in San Antonio, the San Antonio River Walk. The River Walk, or Paseo del Rio, is the largest urban ecosystem in the nation. Tucked quietly below street level and only steps from the Alamo, it provides a serene and pleasant way to navigate the city. With 15 miles of shoreline, the River Walk provides access to museums, the King William Historic District, 300-year-old Spanish missions, hotels, shops, restaurants, and new adventures around every turn. For more details on the San Antonio River Walk, please click here.

NAMIC has arranged for a private shuttle for Claims Conference attendees. It will depart La Cantera Hill Country Resort at 5:15 and 6:30 p.m. The shuttles will drop off attendees at a designated area near the River Walk. The drop-off location will also serve as the pick-up point for the shuttle back to the resort. Return shuttle service will begin at 8:00 p.m., with return trips at 8:00 and 9:00 p.m.

The cost of $32 per person includes a roundtrip motor coach transfer. This activity is subject to maximum and minimum number of participants. If the minimum is not met, participants will be contacted and optional activity fees will be refunded. Please note that departures are subject to maximum occupancy. Shuttle service is subject to traffic delays. The shuttle will operate rain or shine unless the conditions are deemed unsafe. The NAMIC registration cancellation policy applies to this activity.

5:00 – 9:30 p.m.

Optional Activity: Alamo After Dark & San Antonio River Walk
Explore two of the most popular San Antonio attractions in one evening. Attendees will begin the evening with an exclusive after-hours tour of The Alamo. The Alamo, originally known as San Antonio de Valero, is firmly fixed in the minds of history buffs as the scene of a battle that helped secure Texas’ independence from Mexico. Your exclusive evening will be crowd-free; you will experience The Alamo during a time when it is closed to the public and beautifully showcased by lights. The activity includes a personalized tour of the Shrine of Texas Liberty and the Long Barrack Museum, now designated a World Heritage Site.

After enjoying The Alamo, attendees are invited to walk across the street to the San Antonio River Walk, or Paseo del Rio, the largest urban ecosystem in the nation. With 15 miles of shoreline the River Walk provides access to numerous restaurants for a dinner on your own as a delicious conclusion to the evening.

The cost of $57 per person includes a roundtrip motor coach transfer, exclusive Alamo tour, and access to the River Walk. This activity is subject to maximum and minimum number of participants. If the minimum is not met, participants will be contacted and optional activity fees will be refunded. The activity will occur rain or shine unless the conditions are deemed unsafe. The NAMIC registration cancellation policy applies to this activity.

Thursday, February 9, 2017

8:30 - 11:45 a.m.

Event Information Desk

8:30 - 9:30 a.m.


9:30 – 10:30 a.m.

General Session: The Myths of Performance Management
Why do people hate performance appraisals? It’s because too many people — managers and individuals, alike — believe things about performance evaluation that are just not true. In this lighthearted and highly informative presentation, platform master Dick Grote will tell you how to eliminate some common myths about performance management. Myths such as: It’s a good idea to ask employees to write their own self‐appraisals. (It’s not. It’s a really bad idea that needs to be stomped out). Performance appraisals must be objective. Or the Feedback Sandwich (Should you really discuss an employee’s strengths and weaknesses in the same conversation?).

Dick Grote
Grote Consulting Corporation
Frisco, Texas

10:30 –10:45 a.m.

Networking Break

10:45 – 11:45 a.m.

When Generations Connect: Communicating and Engaging Across Generations
Four distinct generations are working together shoulder to shoulder, each with a unique set of attitudes, values and work styles. It used to be that older workers were bosses and younger ones where within the entry levels. Now, roles are all over the board and rules are being rewritten.

This session will demonstrate not only why it’s important to understand what shaped the generations, but why they behave the way they do. Find out how generation gaps hit the bottom line. Learn what to do about the approaching talent gap; grasp the keys to retaining the generations you need most and discover how to convert this form of diversity from an obstacle into an opportunity.

Phil Gwoke
Generational Expert, Speaker, Gen Xer
Minneapolis, Minn.

11:45 a.m.

Conference Concludes

12:50 – 5:00 p.m.

Optional Activity: A Sampling of San Antonio
In the 18th century, the Spanish empire established five Catholic missions along the San Antonio River to extend its reach from Mexico. Now, San Antonio boasts the largest concentration of missions in North America, recently designated as a United States World Heritage Site. During this tour-guided activity, attendees will enjoy a sampling of the city’s rich history with a visit to Mission San Jose, known as the Queen of the Missions, and a drive by Mission Concepcion. Attendees will also have time to explore San Antonio’s historic Market Square.

Guests will enjoy a docent-guided tour and film at Mission San Jose, the largest of the missions, which was almost fully restored to its original design in the 1930s and offers a glimpse inside what all the missions might have looked like more 250 years ago. The tour will drive by Mission Concepcion on the way to Market Square, a three-block outdoor plaza lined with restaurants and shops adjacent to the largest indoor Mexican market outside of Mexico. Find authentic Talavera pottery, exotic curios, and handcrafted works of art at more than 100 specialty shops or relax with a margarita at San Antonio’s iconic Mi Tierra Café.

The cost of $110 per person includes a roundtrip motor coach transfer, guided tour of Mission San Jose, and access to Market Square. This activity is subject to maximum and minimum number of participants. If the minimum is not met, participants will be contacted and optional activity fees will be refunded. The activity will occur rain or shine unless the conditions are deemed unsafe. The NAMIC registration cancellation policy applies to this activity.

NAMIC is committed to providing on going quality leadership development education at all of our in-person events. These sessions will be focused on leadership and professional development. Look for the Project leadership logo at all events and take part in this forward motion initiative.

Session Proposals

Interested in speaking at this conference? Complete the Session Proposal Template and send it to Amy Thornburg.

Posted: Thursday, April 01, 2010 4:05:57 PM. Modified: Thursday, February 02, 2017 2:50:33 PM.

317.875.5250 - Indianapolis  |  202.628.1558 - Washington, D.C.

NAMIC | Where the future of insurance has its voice TM