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2026-02-19 13:00:00

3 Credits

AI transforms insurance claims handling—learn how valuation engines work, maximize claim values, and navigate regulatory requirements effectively.

2026-02-19 13:00:00

3 hours

AI transforms insurance claims handling—learn how valuation engines work, maximize claim values, and navigate regulatory requirements effectively.

2026-02-19 13:00:00

3 hours

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

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 how 187 AI programs are used by insurers to determine claim values, detect fraud, and evaluate medical treatment across 1,600 U.S. insurance companies.

What will you gain

Attorneys will gain practical tools including the 11 demand statements that beat AI programs and strategies for maximizing claim value at the 120-day threshold.

AI Systems
Major insurers use Colossus, TEACH, and Shift to determine settlement values.
Demand Strategy
Include 11 specific statements after liability to increase AI value determinations.
Documentation
Diagnose injuries by body part using CMS 1500 and supplemental forms.
TBI/PTSD
Over 50% of auto victims have TBI; AI cannot evaluate these claims.
Timing
Claims maximize in value at 120 calendar days from accident date.
Regulatory Compliance
NAIC Model Bulletin requires AI transparency, validation, and consumer notice from insurers.

What will you learn

Attorneys will learn how 187 AI programs are used by insurers to determine claim values, detect fraud, and evaluate medical treatment across 1,600 U.S. insurance companies.

What will you gain

Attorneys will gain practical tools including the 11 demand statements that beat AI programs and strategies for maximizing claim value at the 120-day threshold.

Agenda

Session 1

Insurance Claims Practices, Procedures, and AI Evaluation Software

Session 2

How AI Claim Valuation Engines Are Built and Governed

Session 3

AI and Insurance: Good Faith and Regulatory Compliance

clock 1:00 pm - 3:10 pm EST

Insurance Claims Practices, Procedures, and AI Evaluation Software

James Mathis

Sequoia Visions, Inc

Kate Riordan

Verisk Analytics, Inc

Marshall Gilinsky

Anderson Kill P.C

This session explores the 187 AI programs used by insurers across the United States, including major systems like Colossus and TEACH, and how they determine claim values, liability, and fraud. Attendees will learn essential documentation requirements, the 11 demand statements that beat AI programs, and strategic timing for maximizing claim value within the critical 120-day window.

James Mathis

Sequoia Visions, Inc

Kate Riordan

Verisk Analytics, Inc

Marshall Gilinsky

Anderson Kill P.C

clock 3:20 pm - 3:50 pm EST

How AI Claim Valuation Engines Are Built and Governed

James Mathis

Sequoia Visions, Inc

Kate Riordan

Verisk Analytics, Inc

Marshall Gilinsky

Anderson Kill P.C

This technical deep-dive examines how AI valuation engines are constructed, trained with structured and unstructured data, and governed through responsible AI frameworks. Participants will gain practical knowledge about machine learning approaches, multimodal models for medical record review, and essential guardrails including bias detection, model drift monitoring, and human-in-the-loop validation processes.

James Mathis

Sequoia Visions, Inc

Kate Riordan

Verisk Analytics, Inc

Marshall Gilinsky

Anderson Kill P.C

clock 3:50 pm - 4:20 pm EST

AI and Insurance: Good Faith and Regulatory Compliance

James Mathis

Sequoia Visions, Inc

Kate Riordan

Verisk Analytics, Inc

Marshall Gilinsky

Anderson Kill P.C

This session investigates how algorithmic reliance can become a good-faith problem, using Colossus and the Allstate-McKinsey scandal as cautionary examples of valuation systems tuned to suppress payouts. Attendees will learn about NAIC Model Bulletin requirements for transparency, explainability, and consumer notice, plus the governance artifacts adjusters and counsel should request when AI drives claims decisions.

James Mathis

Sequoia Visions, Inc

Kate Riordan

Verisk Analytics, Inc

Marshall Gilinsky

Anderson Kill P.C

01 03
Prev
Next

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.

James Mathis

Sequoia Visions, Inc

Kate Riordan

Verisk Analytics, Inc

Marshall Gilinsky

Anderson Kill P.C

James Mathis

Sequoia Visions, Inc

Former insurance industry executive with extensive experience in claims handling, evaluation, and litigation. Nationally sought after speaker on insurance-related topics including claim handling, insurance fraud, bad faith, and breach of contract.

Recognition & Leadership

Nationally sought after speaker who has spoken for Trial Lawyer Associations and Physician Associations in all states in the United States and in Canada.

Experience

Employed with State Farm Insurance Company and Allstate Insurance Company in executive positions for many years. Named company executive on behalf of insurers in claims involving value, insurance fraud, insurance bad faith, insurance breach of contract and punitive damage litigation. Responsible for implementing many claims practices and programs currently used by the insurance industry. Has testified in deposition, trial testimony and/or written professional opinions in more than 175 trials. Often retained as a litigation consultant.

James Mathis

Sequoia Visions, Inc

Former insurance industry executive with extensive experience in claims handling, evaluation, and litigation. Nationally sought after speaker on insurance-related topics including claim handling, insurance fraud, bad faith, and breach of contract.

Recognition & Leadership

Nationally sought after speaker who has spoken for Trial Lawyer Associations and Physician Associations in all states in the United States and in Canada.

Experience

Employed with State Farm Insurance Company and Allstate Insurance Company in executive positions for many years. Named company executive on behalf of insurers in claims involving value, insurance fraud, insurance bad faith, insurance breach of contract and punitive damage litigation. Responsible for implementing many claims practices and programs currently used by the insurance industry. Has testified in deposition, trial testimony and/or written professional opinions in more than 175 trials. Often retained as a litigation consultant.

Kate Riordan

Verisk Analytics, Inc

Vice-president of Analytics Initiatives and Compliance at Verisk with expertise in Medicare compliance, Section 111 reporting requirements, conditional payment recovery process, Medicare Advantage, Part D and Medicaid recovery.

Education & Credentials

J.D. from Suffolk University Law School with a concentration in Health Care law. B.A. in Government Affairs and Legal Studies from Bowdoin College.

Recognition & Leadership

Participated in numerous national presentations, client trainings and article writing.

Professional Involvement

Vice-President of the National Medicare Secondary Payer Network (MSP Network). Co-chairs the Policy & Legislative committee. Member of the Medicare Advocacy Recovery Coalition (MARC).

Experience

Began career at Verisk as a Medicare Set Aside compliance attorney, completing and obtaining CMS approval of hundreds of Medicare Set Asides. Oversaw the creation and go to market plan for Discovery Navigator, an AI powered tool for identification and retrieval of key data points within large unstructured documents. Prior to joining Verisk, worked in elder law and estate planning with significant experience in public policy and legislative initiatives.

Marshall Gilinsky

Anderson Kill P.C

Shareholder practicing in Insurance Recovery and Commercial Litigation with nearly 30 years of experience representing policyholders and recovering hundreds of millions of dollars for clients in disputed insurance claims.

Recognition & Leadership

Frequently writes and lectures on topics of interest to professionals and practitioners in the insurance arena. Frequently quoted in the press.

Professional Involvement

Co-chair of the firm's Sexual Harassment and Abuse Insurance Recovery Group and Sports, Media and Entertainment Group. Member of the firm's Banking and Lending Group and Restaurant, Retail & Hospitality Group.

Experience

Nearly 30-year career representing policyholders, successfully litigating disputed claims under property and business interruption insurance, commercial general liability (CGL) insurance, errors and omissions (E&O) insurance, directors and officers (D&O) insurance and life insurance. Represented clients on high-stakes, complex insurance claims arising out of prominent losses such as 9/11, Hurricane Katrina, Superstorm Sandy and the Big Dig in Boston. Focuses extensively on assisting clients that own and manage captive insurance companies, especially with respect to resolving coverage disputes between the captive and its reinsurers.

Plans

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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
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Why Attend

Why this 
program matters

Understanding AI-driven insurance claims practices enables legal practitioners to effectively challenge algorithmic valuations, ensure regulatory compliance, and advocate for fair policyholder treatment in an industry where over 80% of insurers now use AI in claims processing.
$309B
Annual cost of insurance fraud in the United States, adding approximately $900 to each policyholder’s annual premiums.
84%
Of health insurers report currently utilizing AI and machine learning in some capacity across their operations.
24
States have adopted the NAIC Model Bulletin on the Use of AI Systems by Insurers as of March 2025.
35%
Productivity boost achieved by insurers redesigning full claims operations around AI capabilities, per Bain & Company’s 2025 Claims Maturity Assessment.

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