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Client Intake and Case Development in Insurance Bad Faith Claims

2026-01-20 13:00:00

2026-01-20 13:00:00

2 Credits

Comprehensive guide to handling insurance bad faith claims, covering intake strategies, documentation requirements, and litigation techniques for attorneys.

2026-01-20 13:00:00

Comprehensive guide to handling insurance bad faith claims, covering intake strategies, documentation requirements, and litigation techniques for attorneys.

2026-01-20 13:00:00

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1000+

Live stream programs

24/7

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Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

Key topics that will be covered

What will you learn

Attorneys will learn comprehensive strategies for handling insurance bad faith claims, from initial client intake and documentation through litigation and trial.

What will you gain

Attorneys will gain practical techniques for cultivating, documenting, and successfully prosecuting first-party and third-party bad faith cases against insurance carriers.

Documentation
Put all adjuster communications in writing to avoid becoming a witness.
Terminology
Never use “bad faith” with adjusters to avoid triggering internal protections.
Policy Review
Always read policies to understand coverage and cultivate claims around covered actions.
Fee Agreements
Maintain separate fee agreements for bad faith cases to meet ethical requirements.
Red Flags
Watch for adjuster bonus structures and unreasonable evaluation practices as bad faith indicators.
Insurer Duties
Carriers must defend, indemnify, and consider the insured’s interests equally with their own.

What will you learn

Attorneys will learn comprehensive strategies for handling insurance bad faith claims, from initial client intake and documentation through litigation and trial.

What will you gain

Attorneys will gain practical techniques for cultivating, documenting, and successfully prosecuting first-party and third-party bad faith cases against insurance carriers.

Agenda

Session 1

Client Intake and Initial Bad Faith Screening

Session 2

Recognizing Red Flags and Bad Faith Indicators

Session 3

Strategies for Building Strong Bad Faith Cases

Session 4

Policy Analysis and Coverage Assessment Essentials

Break

Break

Session 5

Avoiding Collusion and Preserving Case Rights

Session 6

Understanding Insurer Duties and Legal Framework

Session 7

Effective Discovery Strategies for Bad Faith Litigation

Session 8

Leveraging Expert Testimony and Industry Standards

Session 9

Proving Causation and Damages in Bad Faith

Session 10

Ethics, Venue Selection, and Client Expectations

clock 1:00 pm - 1:15 pm EST

Client Intake and Initial Bad Faith Screening

Jim Koford

Wurz Financial Service

Learn to distinguish between first-party and third-party bad faith claims during initial client consultations. Master critical documentation requirements and discover why you should never use the term ‘bad faith’ when communicating with adjusters.

Jim Koford

Wurz Financial Service

clock 1:15 pm - 1:30 pm EST

Recognizing Red Flags and Bad Faith Indicators

Jim Koford

Wurz Financial Service

Identify warning signs of potential bad faith including adjuster compensation structures that incentivize low payouts. Examine unreasonable evaluation practices, delayed investigations, and how adjusters are graded on settling within authority limits.

Jim Koford

Wurz Financial Service

clock 1:30 pm - 1:45 pm EST

Strategies for Building Strong Bad Faith Cases

Jim Koford

Wurz Financial Service

Develop effective techniques for documenting insurer failures and creating pressure points through reasonable demands. Learn how to set up third-party cases for excess judgments and secure assignments with covenants not to execute.

Jim Koford

Wurz Financial Service

clock 1:45 pm - 2:00 pm EST

Policy Analysis and Coverage Assessment Essentials

Jim Koford

Wurz Financial Service

Understand why reading policies thoroughly is essential for cultivating claims around covered actions. Explore how to navigate policy variations, exclusions for intentional torts, and strategies for obtaining adverse party policies.

Jim Koford

Wurz Financial Service

clock 2:00 pm - 2:10 pm EST

Break

Jim Koford

Wurz Financial Service

A short break to refresh before continuing with the remaining sessions.

Jim Koford

Wurz Financial Service

clock 2:10 pm - 2:20 pm EST

Avoiding Collusion and Preserving Case Rights

Jim Koford

Wurz Financial Service

Learn strategies to avoid collusion allegations that can derail third-party bad faith claims. Discover how to preserve your right to prosecute cases without becoming a witness through proper documentation practices.

Jim Koford

Wurz Financial Service

clock 2:20 pm - 2:30 pm EST

Understanding Insurer Duties and Legal Framework

Jim Koford

Wurz Financial Service

Examine the legal duties insurance carriers owe their insureds including defense, indemnification, and fiduciary responsibilities. Explore how reservation of rights creates bad faith exposure and understand punitive damages limitations.

Jim Koford

Wurz Financial Service

clock 2:30 pm - 2:40 pm EST

Effective Discovery Strategies for Bad Faith Litigation

Jim Koford

Wurz Financial Service

Master techniques for obtaining adjuster notes, internal documents, and recorded communications that reveal insurer misconduct. Learn how to challenge work product claims and leverage electronic discovery to expose unreasonable claims handling.

Jim Koford

Wurz Financial Service

clock 2:40 pm - 2:50 pm EST

Leveraging Expert Testimony and Industry Standards

Jim Koford

Wurz Financial Service

Discover how to challenge defense medical examinations and identify experts who consistently favor insurers. Learn to use industry standards testimony to demonstrate that claims handling fell below acceptable practices.

Jim Koford

Wurz Financial Service

clock 2:50 pm - 3:00 pm EST

Proving Causation and Damages in Bad Faith

Jim Koford

Wurz Financial Service

Establish the connection between insurer misconduct and client harm to maximize recovery. Explore recoverable damages including consequential losses, emotional distress, and the mechanics of assignment agreements.

Jim Koford

Wurz Financial Service

clock 3:00 pm - 3:10 pm EST

Ethics, Venue Selection, and Client Expectations

Jim Koford

Wurz Financial Service

Understand the ethical requirement for separate fee agreements in bad faith cases and strategic venue considerations. Learn to manage client expectations regarding timeline and build your reputation for successful future negotiations.

Jim Koford

Wurz Financial Service

01 11
Prev
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speakers

Joe Ervin

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Kevin Foley

Reminger Co
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Grant H. Lawson

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

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Ability to Ask Questions During
the Presentation via a Chat Box
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Exclusive Partner Webinars & Events
Special credits (Ethics, Elimination
of Bias, etc.)
Instant Certificates After Completion
Personalized CLE Platform
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Why Attend

Why this 
program matters

Mastering insurance bad faith claims protects clients from insurer misconduct and enables recovery of damages far exceeding original policy limits.
$20B
U.S. hospitals and health systems spent an estimated $19.7 billion annually fighting denied claims from insurers. (Premier Inc. / American Hospital Association, 2024)
19%
HealthCare.gov insurers denied nearly one in five (19%) in-network claims submitted in 2023, with rates varying from 1% to 54% by insurer. (Kaiser Family Foundation, 2024)
<1%
Fewer than 1% of denied insurance claims are ever appealed by consumers, despite internal appeals succeeding approximately 44% of the time. (Kaiser Family Foundation, 2024)
$145M
A Colorado jury awarded $145.26 million in a 2024 bad faith case after an insurer denied rehabilitation care following a traumatic brain injury. (Expert Institute, 2025)

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