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Overview
Evaluate and Litigate an Insurance Agent Liability Case
Did failure on the part of the agent or broker result in inadequate coverage and financial loss? Our experienced faculty will show you how to apply duty of care and proximate cause to the most common scenarios of insurance professional liability. From evaluating the scope of the agent's services to calculating damages, you'll be prepared to tackle these cases with practical insight and tools. Register today!
- Understand insurance agent standards and duties and gauge when they've been breached.
- Anticipate when the insurance company can be held liable for an insurance agent's mistakes.
- Review prevailing and emerging trends in case law.
- Get real-world tips and sample documents for litigating insurance agent liability cases.
Abbreviated Agenda
- Standards and Duties Owed by Insurance Agents vs. Brokers
- Does a "Special Relationship" Exist?
- Insurance Company-Agent Relationship and Liability
- Case Law: Majority Rule and Emerging Trends
- Damages
- Cause of Action and Pleading Tips
- Defenses to Insurance Agent Negligence Actions
- Finding and Retaining the Right Expert
- Sample Discovery Requests and Deposition Questions
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
1.5 Total | 02-14-2026 |
| Arizona CLE |
|
1.5 Total | 02-14-2026 |
| California CLE |
|
1.5 Total | 02-14-2026 |
| Colorado CLE |
|
2 Total | 12-31-2026 |
| Connecticut CLE |
|
1.5 Total | 02-14-2026 |
| Delaware CLE |
|
1.5 Total | 02-14-2026 |
| Hawaii CLE |
|
1.5 Total | 02-14-2026 |
| Idaho CLE |
|
1.5 Total | |
| Illinois CLE |
|
1.5 Total | 02-12-2026 |
| Kansas CLE |
|
1.5 Total | |
| Louisiana CLE |
|
1.5 Total | |
| Maine CLE |
|
1.5 Total | 02-12-2026 |
| Minnesota CLE |
|
1.5 Total | 02-14-2026 |
| Missouri CLE |
|
1.8 Total | 02-14-2026 |
| Northern Mariana Islands CLE |
|
1.5 Total | 02-14-2026 |
| Montana CLE |
|
1.5 Total | 02-14-2027 |
| North Dakota CLE |
|
1.5 Total | |
| Nebraska CLE |
|
1.5 Total | 02-14-2026 |
| New Hampshire CLE |
|
1.5 Total | 02-14-2027 |
| New Mexico CLE |
|
1.5 Total | 02-14-2026 |
| Nevada CLE |
|
1.5 Total | 02-14-2027 |
| New York CLE |
|
1.5 Total | 02-14-2027 |
| Oklahoma CLE |
|
2 Total | 02-14-2026 |
| Oregon CLE |
|
1 Total | 02-14-2027 |
| Pennsylvania CLE |
|
1.5 Total | 02-14-2026 |
| Rhode Island CLE |
|
1.5 Total | |
| Vermont CLE |
|
1.5 Total | 02-14-2026 |
| Washington CLE |
|
1.5 Total | 02-13-2029 |
| Wisconsin CLE |
|
1.5 Total | 12-31-2025 |
| West Virginia CLE |
|
1.8 Total | 02-14-2026 |
Select Jurisdiction
CLE
Agenda
-
Insurance Agent Negligence
- Standards and Duties Owed by Insurance Agents vs. Brokers
- Does a "Special Relationship" Exist?
- Insurance Company-Agent Relationship and Liability
- Case Law: Majority Rule and Emerging Trends
- Damages
- Cause of Action and Pleading Tips
- Defenses to Insurance Agent Negligence Actions
- Finding and Retaining the Right Expert
- Sample Discovery Requests and Deposition Questions
Who Should Attend
This program is designed for attorneys. Insurance professionals and paralegals may also benefit.
Speakers
Speaker bio
Daniel M. Schiavetta
is of counsel at Russo & Gould LLP, who specializes in nursing home and adult residential facility defense, and has wide experience in appellate and insurance coverage litigation. He has prosecuted rescission, declaratory judgment and interpleader actions in state and federal court on behalf of various insurers; and has tried cases involving medical malpractice and premises liability. Mr. Schiavetta gives presentations to nursing homes as to charting and litigation issues, and is responsible for two changes in case law. He earned his B.A. degree from State University of New York and his J.D. degree from the University of California, Davis School of Law. Mr. Schiavetta is admitted to New York and New Jersey federal courts, Second Circuit Court of Appeals, and Third Circuit Court of Appeals. He is a member of the Westchester County Bar Association, the New Rochelle Bar Association, and the Defense Research Institute. His recent book, "The Supreme Court for Short Attention Spans”, is available on Amazon.
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