Insurance Defense for New Attorneys: Preparing Initial Case Reports and Creating a Roadmap for the Case
Understanding Insurer's Litigation Philosophy, Identifying Strengths and Weaknesses, Developing Risk Mitigation Strategies
Recording of a 60-minute CLE video webinar
This CLE webinar will offer guidance to new insurance defense lawyers about how to prepare the initial case report so that it will be a meaningful roadmap to discovery, settlement, and trial.
Outline
- The Importance of initial case report
- Timing of the report
- Style and tone of initial case report
- Understanding the insurer's litigation philosophy
- Defending the company and an employee: evaluating conflicts
- Key components of initial case report
- Facts
- Law
- Risk analysis
- Identifying other responsible third parties
- Developing a litigation plan that details the specific objectives defense counsel intends to achieve
Benefits
The panel will address these and other key issues:
- What do you do if there's insufficient information to create the report?
- Can the insured see the report?
- Can the defense counsel talk to the claims adjuster? What are the risks?
- How can the plaintiff's attorney help the adjuster out pre-litigation and why?
Faculty

Janine Menendez-Aponte, Esq.
Director, Strategic Mentoring and Training
Luks, Santaniello, Petrillo, Cohen & Peterfriend
Janine Menendez-Aponte, Esq., is the firm's Strategic Mentoring and Training Partner at Co-Chair of the... | Read More
Janine Menendez-Aponte, Esq., is the firm's Strategic Mentoring and Training Partner at Co-Chair of the Reptile and Deposotion Strategies practice group. She is also a member of the firm leadership committee focused on developing diversity and inclusion policies and strategies to attract, develop and retain a diverse workforce.
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Allison Ilene Janowitz, Esq.
Senior Partner
Luks, Santaniello, Petrillo, Cohen & Peterfriend
Ms. Janowitz is a Senior Partner in the Fort Lauderdale office and co-chair of the Premises Liability practice... | Read More
Ms. Janowitz is a Senior Partner in the Fort Lauderdale office and co-chair of the Premises Liability practice group.
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