August 2025 Luncheon - Navigating the Insurance Defense Landscape – Maximizing Efficiency and Value

Luncheon Topic: Navigating the Insurance Defense Landscape – Maximizing Efficiency and Value

This session explores best practices for supporting attorneys in insurance defense work. We'll cover:

• Understanding Your Client: Learn what insurance companies expect—quick resolutions, cost-conscious service, and clear, direct communication. Understand the roles of decision-makers and how to tailor your work to their goals and guidelines.

• Knowing Your Team: Thrive in a high-pressure environment by identifying where you can add value, supporting timekeepers effectively, and building efficient systems with automation and AI.

• Mastering Carrier Guidelines: Each insurer has unique and often complex requirements. Get practical tips on managing deadlines, formatting, task assignments, and budgeting.

• Smart Billing Practices: Understand evolving billing standards—avoid common pitfalls, ensure entries reflect value, and make sure all work is documented and billable.

• Thinking Ahead: Improve substantive support with limited feedback, handle mistakes professionally, and align your work with case priorities like mediation or trial.

• Embracing the Future: Explore how legal teams can leverage technology—including social media intel and AI tools—for more efficient case handling.

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