How to Note the File
When: May 7, 2024 at 1:00pm (ET)
Conference:
Wilson Elser Insurance Coverage Master Class
Virtual
People: Stephanie Reda and Lisa M. Wilson
Lisa Wilson (Partner-Dallas, TX) and Stephanie Reda (Of Counsel-White Plains, NY) will present “How to Note the File,” a Wilson Elser Insurance Coverage Master Class, on May 7, 2024. They will provide adjusters with strategies for updating their claim files in a meaningful way to keep the adjustment on track and moving forward. Topics include the problems with “tone” in emails and claim notes that later can impact litigation of the claim; the role of supervisors and their notes in the process; and common mistakes made by even the most experienced adjusters that can impact how others view the file. All of the examples are events from adjusters with 10 or more years of experience.