Reading Materials
Description
Below are links to all of the pre-course reading materials. You are expected to read all material before attending the in-class sessions. Some courses have both a required and reference reading list - reference materials are optional.
Course 1: Client Relations, Expectations, and Confidentiality
Required
Claims and Litigation Management Alliance Guidelines
DownloadTaming the Beast: Managing Client Expectations in a 24/7 World
DownloadClient Expectations: Discovering Them, Understanding Them, Managing Them
DownloadLitigation Guidelines
DownloadLitigation Guidelines (2)
Download8 Small Steps to Improve Client Relationships
Go to pageCourse 2: Coverage Perspectives
Required
Essentials: What Every Claim Adjuster Should Know About Bad Faith
Go to pageSan Diego Federal Credit Union v. Cumis Ins. Society, Inc.
Go to pageTravelers Property v. Centex Homes
DownloadAllocation in Continuous Damage Claims
DownloadReference
Additional Insureds Endorsement
DownloadCommercial General Liability Coverage Form
DownloadMoeller v. American General Insurance
DownloadReyburn v. Plaster
DownloadPepper's Example Intentional Acts
DownloadPepper's Example Work Product Exclusion
Download50 State Quick Reference Guide - Independent Counsel
DownloadW. Hills Dev. Co. V. Chartis Claims
DownloadDo Certificates of Insurance Matter?
Go to pageTrigger of Coverage Chart
DownloadCourse 3: Fundamentals of Risk Transfer
Required
The Ongoing Argument of Ongoing Operations
DownloadIndemnity in a Nutshell
DownloadCoverage for Contractual Risk Transfer and Additional Insured Issues
DownloadContractual Risk Transfer - Is It Worth the Cost?
DownloadReference
Business Auto Coverage Form
DownloadHomeowners 3 Special Form
DownloadPersonal Auto Policy
DownloadAdditional Insured Status: Recognizing Coverage Risks
DownloadLimited Form Vendors Endorsement - Issues to be Considered Part 1
DownloadLimited Form Vendors Endorsement - Issues to be Considered Part 2
DownloadQuestions and Answers on Additional Insured Issues Part 1
Go to pageQuestions and Answers on Additional Insured Issues Part 2
Go to pageCourse 4: Reserving and Data Management from an Actuarial Perspective
Required
Estimating Unpaid Claims Using Basic Techniques - Required Reading
DownloadReference
Estimating Unpaid Claims Using Basic Techniques - Reference
DownloadCourse 5: Resolution Options
Required
5 Mediation Myths, Debunked
DownloadEarly and Often: Evaluating Your Claim and Launching Endgame
DownloadThe Psychology Behind Effective Claims Resolution Strategies
DownloadCourse 6: Evaluation & Assessment: Impact Reporting and Reserving
Reference
2019 CLM Litigation Management Study
Download2020 CLM Defense Counsel Study
DownloadEffective Management of Outside Counsel
DownloadCourse 7: Legal Budgeting and Fee Considerations
Reference
Law Department Metrics Your CEO Wants to See
DownloadInside Counsel: The Budgeting Piece of the Business of Law
DownloadCounselLink: Law Department Budgeting and Forecasting
DownloadEmbrace Alternative Fee Arrangements; Kill the Billable Hour
DownloadGCs See Potential in Shaking Up Arbitration Fee Norms
DownloadMarketing Alternative Fee Arrangements
DownloadCourse 8: e-Strategies
Required
As Voir Dire Becomes Voir Google, Where are the Ethical Lines Drawn
DownloadFacebook, Twitter and LinkedIn
DownloadFacing Up to Facebook - Ethical Issues with Lawyers' Use of Social Media
DownloadWith "Friends" Like These, Who Needs Enemies? Passwords, Privacy, and the Discovery of Social Media Content
DownloadThe Tweet Smell of Success, or a Trip to the Disciplinary Board? Ethical Concerns in the Use of Social Media
DownloadReference
Largent v. Reed, 2009-1823 (Pa. Ct. of Common Pleas; Nov 8, 2011)
DownloadCourse 9: Litigation Metrics
Required
Don't Be Tyrannized by Old Metrics
Download2019 CLM Litigation Management Study
DownloadThe True Measures of Success
Download
