3RD ANNUAL CLAIMS
MAY 13-16, 2008
San Diego, California
Paradise Point Resort & Spa
Presented by the
MISSION BEACH PARADISE POINT RESORT GASLAMP QUARTER SEAWORLD® PARADISE POINT RESORT SAN DIEGO ZOO®
WELCOME…to the 3rd Annual Claims Education Conference
of the International Insurance Institute!
We are proud to report that our 2nd Annual Claims
Education Conference was a success and we are excited
to present our 3rd Annual Claims Education
Conference taking place in San Diego, California.
This is a straight forward, educational conference.
Nothing but actual claims training will take place as
part of the education activities, and you WILL leave
learning what you came to learn. The cost to attend is
only $695 if you register by 3/1/08, and $795 after that.
ALL programs are presented by professional trainers of
claims training courses who will speak on the subject
you came to hear, give you information that you can
use, and make it interesting enough for you to
remember. This conference will provide high-level
training away from the office where claims
professionals will be able to focus on high-quality
performance enabling them to work more efficiently
and provide superior customer service.
The entire program has been approved for continuing
education (C.E.) credit in the states that require C.E.,
so if you want to apply for C.E., just check the box on
the conference registration form and list the state and
your license number for which you need credit.
We have also built in some great recreational activities
in the San Diego area. Thursday afternoon we’ll hold
an optional golf tournament at the Riverwalk Course
nearby the resort, or attendees can choose to join in
one of the tours we have arranged - see page 8 for more
details. Or attendees can venture out on their own to
the San Diego Area for the many attractions it offers
including the World Famous San Diego Zoo,
SeaWorld, Balboa Park, as well as dining, shopping and
miles of beaches. Please enjoy the conference, and your
visit to San Diego!
President and CEO
International Insurance Institute, Inc.
2 | 3RD ANNUAL CLAIMS EDUCATION CONFERENCE WWW.CLAIMSEDUCATIONCONFERENCE.COM
Conference Instructors & Leadership
CARL VAN, President & CEO DAVE VANDERPAN, Director
of International Insurance of Claims Training of
Institute, Inc., graduated from International Insurance
California State University, Institute, Inc., graduated from
Sacramento where he received University of California at
his Bachelor’s degree in Davis with Bachelor degrees in
Insurance. He has been in the both International Relations
insurance claims industry since and Economics. He has been in
1980 and has held the positions the insurance claims industry
of Claims Adjuster, Claims since 1986, and has held the
Supervisor, Claims Manager, positions of Claims Adjuster,
Division Claims Manager and Regional Manager over Claims Supervisor, Claims Manager and Regional
Claims, Loss Control and Premium Audit. Claims Manager.
Mr. Van has been an instructor for the Insurance Mr. Vanderpan has been training claims professionals
Educational Association since 1988 teaching claims for over a decade, and has developed and presented
concepts, AIC, INS and IEA courses, and is the author many in-house training sessions. He helped develop the
of many technical and soft skill workshops offered material and presentation format of the most successful
through the IEA. He has set up 5 in-house claims class offered by the International Insurance Institute,
training programs for various insurance companies Inc., the popular Awesome Claims Customer Service
throughout the nation, and has written articles for which was featured in Claims Magazine.
Claims Magazine, Claims People Magazine, National
He is a member of the Society of Insurance Trainers
Underwriter and California Insurance Journal.
and Educators and a committee member of the
He is the author of the highly acclaimed book The 8 National Association of Independent Insurance
Characteristics of Awesome Adjusters. Adjusters. He has extensive knowledge in the fields of
coverage and defense litigation covering 20 states.
Mr. Van has been a keynote speaker at claims
conferences around the country, a trainer at an
international U.S.-Japanese executive training program, KEN SANDERS, CPCU, AIC, is
a guest speaker at hundreds of claims association a Sr. International Trainer for
seminars, and selected as the opening presenter at some International Insurance
of the most prestigious claims conferences in the Institute, Inc. Mr. Sanders has
nation, including the Claims Magazine ACE national been responsible for claims
conference. operations in over 18 states. He
has developed and delivered
Mr. Van is the Dean of the School of Claims several in house claims training
Performance, and serves as Regional Vice President of programs and has managed a
the Society of Insurance Trainers and Educators. department of Claims Trainers
Other credits include being an arbitrator, a published with nationwide responsibilities.
author, a licensed agent, as well as a national auditor for Mr. Sanders is a course facilitator for several AIC and
a federal regulatory agency. INS courses. He has extensive experience in Material
Damage, Commercial Auto, Marine Liability, Audit and
Other credits include membership in the National
CPCU Society and AIC and CPD designations.
WWW.CLAIMSEDUCATIONCONFERENCE.COM 3RD ANNUAL CLAIMS EDUCATION CONFERENCE | 3
Conference Instructors & Leadership
LEI ANN DUNFORD, LISA FERRIER, Conference
Executive Vice President, Manager, graduated from the
International Insurance University of Minnesota with a
Institute, Inc., has been in the Bachelor of Arts degree in
insurance industry since 1985. English and French. She has
Her experience spans the non- been working in the conference
standard and standard markets. and event planning business for
She has held positions of over eight years, and has
Claims Adjuster, Claims managed every Claims
Supervisor, Mobile Unit Education Conference to date.
Manager and AVP of Claims at Her experience includes
insurance companies and MGA's. meeting, exhibit and seminar planning and promotion.
She is also a member of the Midwest Society of
Ms. Dunford has obtained All Lines Adjusting Licenses
Association Executives. Ms. Ferrier is responsible for all
in many states, and is a member of the Society of
conference operations including registration, contract
Insurance Trainers and Educators. She has been a
management, and marketing.
member of the Tennessee Claims Association/Nashville
Claims Association since 2001 along with holding
various board positions from Secretary to President of
the local chapter.
ANN VAN, Conference
Director, graduated from
Middle Tennessee State
University with both a Bachelor
of Science degree in Social
Sciences and Math with an
emphasis in secondary
education, and a Master's
degree in Education/School
Counseling. Ms. Van has 10
years of teaching experience
and seven years of experience in school counseling, and
has held the position of Conference Director for the
Claims Education Conference since its inception. Ms.
Van is responsible for choosing the hotel and city
locations for the Claims Education Conference,
overseeing all conference activities, as well as conference
4 | 3RD ANNUAL CLAIMS EDUCATION CONFERENCE WWW.CLAIMSEDUCATIONCONFERENCE.COM
TUESDAY, MAY 13, 2008 Manager Track - Option 1
Awesome Claims Customer Services for Supervisors
2:00 PM - 7:30 PM and Managers
Registration and check-in
This customer service class for supervisors and managers is
5:30 PM - 8:00 PM back by popular demand! It is extremely important for
Welcome Reception claims supervisors and managers to be able to provide
guidance to their staff when it comes to recognizing and
Dinner on Own delivering outstanding customer service. In this course,
participants will understand the basics of providing high
WEDNESDAY, MAY 14, 2008 quality customer service and a way to pass them on to their
7:30 AM - 8:30 AM Some specific topics include: handling the telephone,
Breakfast in Exhibit Hall effective listening, managing objections, asking questions,
delivering bad news, managing different customer behaviors,
8:30 AM - 9:00 AM managing the voice mail system, managing customer call
General Session and Welcome - Carl Van, President & CEO, backs, statements to avoid, closing conversations, attitude as
International Insurance Institute, Inc. the key to success, and an action plan for better service.
Manager Track - Option 2
9:00 AM - 12:00 PM Policy Interpretation Made Easy -
BREAK OUT SESSIONS #1 So Easy You Can Teach It.
Adjuster Track Claims managers are usually very good at interpreting
Awesome Claims Customer Service for Adjusters coverage and sharing their thoughts with their team.
However, when it comes time to teach a simple process to
Back by popular demand, this workshop will appeal to analyzing coverage, many claims managers get caught up in
claims professionals of all levels of experience and expertise. complicated concepts and rules that only serve to make
Most claims people know the customer rarely recognizes matters worse.
outstanding customer service during the claims process
This session will provide some very important concepts that
because they are so worried about the outcome. Because of
are essential to anyone analyzing coverage. It will focus
this, it is extremely important for claims professionals to be
mainly on the three parameters required to identify in any
able to recognize and deliver outstanding customer service
without the acknowledgment of the customer along the way.
Also, claims supervisors and managers who attend will be given
In this course, participants will understand the basics of
an easy way to explain it and teach it to their team.
providing high quality customer service, learn proper
telephone techniques, gain insight into understanding what
12:00 PM - 1:30 PM
individual customers need, manage the customer’s
Buffet Lunch and 99 Second Exhibitor Fun Talk
perception, as well as understand the essential role customer
service plays in the success of the claims department. This is a chance for exhibitors to showcase their company at
the Claims Education Conference. Each exhibitor will have
the opportunity to tell the audience about their company in
a fun and relaxed atmosphere during lunch. If you have
attended in the past, you know that the results can be quite
entertaining! If you haven’t attended before, you are in for a
WWW.CLAIMSEDUCATIONCONFERENCE.COM 3RD ANNUAL CLAIMS EDUCATION CONFERENCE | 5
1:30 PM - 4:30 PM 6:00 PM - 10:00 PM
BREAK OUT SESSIONS #2 Dine Around - Gaslamp Quarter
Medical Terminology: The Key to Word Building
Rather than focusing on just a list of common medical terms
as encountered by the claims adjuster, this session establishes
clear understanding of the structure of medical terms.
Common prefixes, suffixes, and root words are reviewed and
Medicine has a large vocabulary, but you can learn much of
it by word building. The goal of this seminar is to increase
both the adjuster’s understanding of common medical
terms, and also develop the skill of breaking down medical
terms more easily.
Manager Track - Option 1 Join us for the first-ever Claims Education Conference Dine
Surveying Team Strengths & Weaknesses - Around. Featuring five restaurants in San Diego’s famous
Team Building Games Gaslamp Quarter, a 16-block historical neighborhood featuring
dining, shops and nightlife, this event is not to be missed!
One of the greatest challenges a manager can face is to find
Please review the restaurants below and indicate your first
out what the team really thinks of itself. Usually, a manager
and second choice on the registration form. The fee is $15
decides their team’s strengths and weaknesses alone, and
which includes round trip transportation. Participants will
then goes to work on it. Sometimes the manager is right, and
order off of the menu and pay for their own meal and drinks
sometimes the manager is wrong. However, the most
as well as gratuity (automatically added to each bill). If you
powerful (and accurate) measure of a team’s strengths and
are interested in a sponsorship of wine, appetizers or a round
weaknesses is rarely used by most managers.
of drinks for one of the groups, please contact the Claims
Usually the team itself is a wealth of information on what Education Conference Office at (952) 928-4642.
needs to be focused upon by the team for improvement. Yet, (Note: This event is optional and a separate fee is required - See
just asking them to give input will rarely work. the registration form for details on signing up for the event).
In this session participants will learn how to properly survey
their team members in order to get accurate information on #1 RED PEARL KITCHEN
how well they operate as a team, the team’s top strengths and www.redpearlkitchen.com/sandiego/index.html
the team’s greatest weaknesses. Also as important, The exotic meets the cosmopolitan, Red Pearl Kitchen, a
participants will be given a list of strategies to encourage Chinese/East Asian restaurant/bar, and blends a savvy, chic,
team communication, as well as a list of things that should 1940’s Shanghai kind of glamour with upscale, urban and
be avoided that stifle communication. fine-dining sensibility of its proprietors.
Manager Track - Option 2 #2 OLE MADRID
Effective Delegation www.olemadrid.com
One of the most powerful tools a manager can master is This unique Spanish restaurant and nightclub offers
delegation. However, if done improperly, it can also serve to extraordinary cuisine with cultural and artistic
burden staff and discourage teamwork. surroundings. The award winning architecture of this
historic building combined with brightly painted walls,
This session focuses on the do’s and don’ts of delegation to unique paintings, dramatic lighting and intricate metal work
help managers use delegation as a tool for encouraging extra all create an atmosphere indicative of Old Spain. The menu
effort, staff development, initiative and commitment. features a combination of traditional Spanish cuisine and the
hot trends of contemporary California cuisine. House
4:30 PM - 5:30 PM specialties include traditional paella, grilled ancho salmon
Reception in Exhibit Hall - Door Prize Giveaway and a variety of pizzas and pastas.
6 | 3RD ANNUAL CLAIMS EDUCATION CONFERENCE WWW.CLAIMSEDUCATIONCONFERENCE.COM
#3 GASLAMP STRIP CLUB - A STEAK PLACE Also, often unknowingly, employees can make a statement that
www.gaslampsteak.com will leave customers with negative perceptions. These are
The Gaslamp Strip Club is all about hot grilling and cool separated into three categories: Careless; Reckless; and
martinis in a lounge type atmosphere where guests have the Obnoxious. In this session attendees will have the opportunity
thrill of grilling their own food. The menu consists of to review actual statements taken from monitoring transcripts,
“family style” salad with steak selections, fresh seafood and define the issue, and develop a better way of saying them.
various skewers. The Gaslamp Strip Club features a “select- Many claims people will use phrases passed down to them
your-own” wine cellar with 36 wines and a full bar with through the years without really appreciating the impact. This
signature old school martinis. Guests must be 21 and over. is especially true when trying to set up an effective negotiation.
In this session, we will review 15 common phrases that claims
#4 BLUE POINT COASTAL CUISINE people use quite often that can have a very negative impact on
www.cohnrestaurants.com/cohn/cohnrestaurants/bluepoint.php their negotiations with customers.
Sophistication emanates from this San Francisco style supper
club. Noteworthy is Blue Point’s unique selection of martinis Manager Track - Option 1
and the traditional oyster bar featuring fresh oyster appetizers Effective Office Meetings
and specialty shooters. House specialties include pan seared
scallops and fresh clam risotto, seared miso marinated Meetings are not new to the workplace. In fact, most
seabass and bacon wrapped stilton crusted filet mignon. organizations have plenty of them. Meetings are held to
communicate (share information), plan, problem solve, and
#5 THE QUARTER KITCHEN so forth. Unfortunately, most people in an organization do
www.quarterkitchen.com not look forward to them. In some places, the meeting is one
of the most dreaded events to take place. Why would that be?
The Quarter Kitchen is a sensual collaboration between Ivy
Hotel and celebrity Chef Damon Gordon. The Quarter Very likely, what is going wrong in the organization is
Kitchen offers unique combinations of simple food, cooked reflected in the organization’s meetings. Whether the
perfectly. Celebrity chef Damon Gordon has been an executive characteristic is a manager making all the decisions, people’s
chef at some of the world’s most exclusive hotels, including inability or unwillingness to listen, departments publicly
The Royalton Hotel in New York, The Delano in Miami, and administering punishment for mistakes or assigning blame
St. Martins Lane Hotel in London. From Caviar Tacos to to others for business problems, what goes on in the
Lobster Pot Pie, Gordon offers diners whimsical combinations workplace day to day shows up in its meetings.
that are sure to please both the palate and the imagination. This session will help participants learn some common sense
rules and techniques to improve the effectiveness of office
meetings through the use of topic and outcome planning.
THURSDAY, MAY 15, 2008 Manager Track - Option 2
Tracking Claims Staff Training Needs -
7:30 AM - 8:30 AM
III Course Offerings
Breakfast in Exhibit Hall
8:30 AM - 11:30 AM When a claims department is fortunate enough to receive a
budget for training, often the management team can struggle
BREAK OUT SESSIONS #3 with identifying the training needs and finding the training
that can solve those issues. Examples include a company
Adjuster Track thinking they need a training class on how to deal with
Telephone Techniques for Claims difficult customers, when in fact they need a class on how to
stop frustrating and angering customers.
Many claims professionals make statements that have an
effect opposite of their intent. Things said by the claims This session will provide some suggestions on how to track
professional in order to get a customer to cooperate, or to staff training needs and identify the right type of training to
trust us, or to be reasonable often become the very barrier. offer. It will also include a brief review of current courses
These are simple, honest mistakes that most claims people offered by International Insurance Institute, and how to
can change once they realize how the customer hears them. request a new course be developed especially for your staff.
In this session, we will review a better way to get the results
we are looking for. 11:30 AM - 12:30 PM
Box Lunch in the Exhibit Hall
WWW.CLAIMSEDUCATIONCONFERENCE.COM 3RD ANNUAL CLAIMS EDUCATION CONFERENCE | 7
12:00 PM - 5:30 PM
Scheduled Activities (choose one) or Free Time
12:00 PM - 5:30 PM 12:30 PM - 4:30 PM 1:00 PM - 5:00 PM
Golf Tournament La Jolla, San Diego’s Old-Time City
at Riverwalk Treasured “Jewel” Trolley Tour
Steeped in a rich tradition of golf legends Spanish for “The Jewel,” La Jolla is the Known as “America’s Finest City”, San
past, Riverwalk Golf Club offers a classic Jewel of America’s finest city, San Diego offers a wide array of things to
golfing experience like no other. Diego. Located just 15 minutes from see and do. Claims Education
Formerly known as the Stardust Country downtown, La Jolla features pristine Conference attendees will board their
Club, the course entertained a myriad of beaches where visitors can get an up private charter trolley for a
golf’s legends while hosting the PGA tour close look at seals frolicking on the customized tour of California’s
during the 50s and 60s. Now, golfers will beach, famous art galleries, boutique second largest city, where blue skies,
once again be treated to the challenge and shopping and fine dining. La Jolla is an exciting attractions and 70 miles of
drama of the original course at the newly exquisite combination of a southern beaches come together to create a
reborn Riverwalk. European resort atmosphere and vacationer’s paradise. Stops will
What was once flat now features undulating Southern California fun. In addition, include Balboa Park, Seaport Village,
fairways, waterfalls and well-protected La Jolla is home to renowned Old Town and Coronado Island.
bentgrass greens. Water comes into play on institutions, such as the Scripps (Note: This event is optional and a
13 of the 27 holes with a spectacular Institution of Oceanography and the separate fee is required - See the
waterfall surrounding the green of the Stephen Birch Aquarium & Museum. registration form for details on signing
signature hole. The San Diego River is a This is in addition to the University of up for the tour).
prominent feature of the layout, California, San Diego.
contributing to the beauty and challenge of Claims Education Conference
the course. attendees will enjoy a narrated tour of
(Note: This event is optional and a separate La Jolla, with plenty of free time to
fee is required - See the registration form shop and explore!
for details on signing up for the (Note: This event is optional and a
tournament). separate fee is required - See the
registration form for details on signing
up for the tour).
8 | 3RD ANNUAL CLAIMS EDUCATION CONFERENCE WWW.CLAIMSEDUCATIONCONFERENCE.COM
FRIDAY, MAY 16, 2008 Manager Track - Option 2
7:30 AM - 8:30 AM
Breakfast in Exhibit Hall Also back by popular demand, claims managers will learn how
to develop a motivating influence during times of change.
8:30 AM - 11:30 AM
Throughout this session you will learn how to rise to the
BREAK OUT SESSIONS #4 challenge of management changes, office procedure changes,
and work load changes.
Specific topics include:
Critical Thinking for Claims
Successful change management
Whether intended or not, we all use strategies of Understanding what we even mean.
communication that can be deceptive. A good critical
Picking the right people
thinker is one who can recognize those deceptive strategies
Get the right people in place with the right emotional
to avoid errors in reasoning.
commitment, and the right mix of skills and levels.
This session is designed to teach not only the benefits of critical
Involve and communicate
thinking, but how to put critical thinking to work when making
Involve as many people as possible, communicate the
decisions. Claims people are taught how to avoid unreliable
essentials simply, and appeal and respond to people’s needs.
reasoning, as well as recognize and evaluate statements,
De-clutter communications; make technology work for you
arguments and conclusions.
rather than against.
If you would like to learn how to make good decisions based
Getting things moving
on cautious review, work through problems to find the best
Remove obstacles. Enable constructive feedback and lots of
answer, stay focused on the real issues, and apply critical
support from leaders. Reward and recognize progress and
thinking to writing, this session is for you.
Manager Track - Option 1
Working To-Do Lists for Managers - 11:30 AM - 12:30 PM
Priorities vs. Importance Closing Comments and Lunch
Carl Van, President & CEO, International Insurance
Many managers do the best job they can working from some Institute, Inc.
type of list of things they have to accomplish that day or
week. It can be quite frustrating however when a manager
feels they can’t even get to the things on the list because of
things that just pop up during the day. Because of this, many
managers have tossed aside a very powerful tool simply
because of the fact they view their list as a static document.
This session will focus on “The Working To-Do List”, which
allows a manager to deal with emergencies and extra work
that comes up during the day without feeling constantly
interrupted. The Working To-Do List requires a little training
on changing the focus from what is “important” to what is a
“priority”. They ARE NOT the same thing.
Learn to avoid the big mistakes many managers make when
trying to write up and work off of a to-do list, and find out
you really can leave work at the end of the day feeling like
you got a lot accomplished.
WWW.CLAIMSEDUCATIONCONFERENCE.COM 3RD ANNUAL CLAIMS EDUCATION CONFERENCE | 9
MISSION BEACH PARADISE POINT RESORT GASLAMP QUARTER SEAWORLD® PARADISE POINT RESORT SAN DIEGO ZOO®
The 3rd Annual Claims Education Conference is a ■ Wednesday Buffet Lunch: $2,000
perfect opportunity to showcase your products and Sponsor will be recognized with signage on the buffet table.
services to key industry professionals. Last year’s ■ Thursday Box Lunch: $2,000
attendance topped 200 with 80% of attendees in Sponsor will be recognized with signage on the box lunch staging area,
claims management! and will have the opportunity to insert one piece of company literature
or a gift into each box lunch.
Consider purchasing an exhibit space and/or
■ Friday Closing Lunch: $2,000
sponsorship to increase the visibility of your company
Sponsor will be recognized with signage on the buffet table.
and make an impression with industry contacts.
■ Wednesday, Thursday or Friday Buffet Breakfast - $1,500
■ EXHIBITORS - $1,195 What better way to start the day than with a wholesome breakfast!
Receive one (1) Tabletop Exhibit, two (2) Full Conference Registrations Sponsor will be recognized with signage on the buffet table.
(2 people from your company allowed in Exhibit Hall and can attend ■ Opening Reception Drink Tickets: $1,500
sessions), and post-conference attendee list. In addition, our 99 Second
Exhibitor Fun Talk is the perfect opportunity for you to spotlight your Sponsor will be recognized on drink ticket that will be given to each
company. Additional personnel must register separately. (Note: Exhibit attendee.
space is limited and subject to availability). ■ Opening Reception Hors D’oeuvres: $1,500
Reserve your space on or before 3/1/08 and save $100 on the Sponsor will be recognized with logo on napkins.
■ Wednesday Evening Reception Drink Tickets: $1,500
■ SPONSORSHIPS Sponsor will be recognized on drink ticket that will be given to each attendee.
We have several sponsorship opportunities in a variety of price ranges -
■ Wednesday Evening Reception Hors D’oeuvres: $1,500
there is something to fit every budget! All sponsors will be recognized with
their logo in the onsite program and on signage at the conference as well as Sponsor will be recognized with logo on napkins.
verbal recognition during the opening comments of the conference. ■ Class Sponsor: $750
■ SOLD ■ Conference Binders: $2,500 Includes company logo and information printed in the class workbook.
Sponsor will be recognized with logo and contact information printed ■ Golf Hole Sponsor: $200
on the binder and will also have the option to insert one piece of
Sponsor will be recognized with signage at sponsored hole.
company literature into each binder.
BONUS! Tabletop exhibit space included with the price of the sponsorship!
■ SOLD ■ Conference Bags: $2,500 Get noticed at the 2008 Claims Education Conference by advertising in
Sponsor will be recognized with logo printed on the bags and will also have our onsite program.
the option to insert one piece of company literature into each bag. 4-color - half page ad: $250
BONUS! Tabletop exhibit space included with the price of the sponsorship! 4-color - full page ad: $500
■ Cyber Café: $2,500 ■ PRIZE DRAWINGS
The Cyber Café will feature three computers with e-mail capability. All If you have an item that you would like to donate for either our prize
three computers will have the sponsor’s website as the homepage and a drawing during Wednesday’s reception or for the golf tournament,
screensaver featuring the sponsor’s logo. please contact the Claims Education Conference Office at 952.928.4642.
BONUS! Tabletop exhibit space included with the price of the sponsorship!
10 | 3RD ANNUAL CLAIMS EDUCATION CONFERENCE WWW.CLAIMSEDUCATIONCONFERENCE.COM
Exhibit Hall Layout
22 23 SOLD
24 SOLD 2
18 17 S16LD 15
O 14 13 SOLD
12 11 10 9
The Claims Education Conference
would like to thank our exhibitors and sponsors:
EXHIBITORS AND SPONSORS AS OF 12/15/07
3i Interpreting, Inc.
American Geotechnical, Inc.
American Institute for CPCU/Insurance Institute of America (IIA)
Certified Restoration Dry Cleaning Network
International Insurance Institute, Inc.
Macro-Pro Copy Services
Schifrin, Gagnon & Dickey, Inc.
WWW.CLAIMSEDUCATIONCONFERENCE.COM 3RD ANNUAL CLAIMS EDUCATION CONFERENCE | 11
Paradise Point Resort & Spa Last y
Don’t r sold-out
t out –
1404 Vacation Road | San Diego, CA 92109 make
Phone: (858) 274-4630 | Reservations: (800) 344-2626 reserv our
www.paradisepoint.com ear ly! s
ROOM RATES AND RESERVATIONS
$229 for a garden view (normally $329)
$269 for a bay view (normally $479) - Limited Availability
TAXES AND OTHER FEES
California Transient Accommodations Tax: 10.6%
Overnight Parking: $10 per night
Fitness Center: $15 per day used
Check-in time - 4:00 PM | Check-out time - 12:00 PM
Special room rates will be available three days prior and three days post conference
dates. The room rate will be available until April 17, 2008 or until the room block
is filled, whichever comes first. To make reservations, call (800) 344-2626 and let
the operator know that you are with the Claims Education Conference to receive
the special group rate, or go to https://resweb.passkey.com/go/claimsedu to reserve a
All reservations will require a one (1) night deposit that will confirm the reservation
for the date(s) indicated and, upon check-in, shall be applied to the first night of the
reserved stay. This deposit is refundable if notice is received at least seventy-two (72)
hours prior to arrival and a cancellation number is obtained.
Surrounded by the beauty of Mission Bay, Paradise Point Resort & Spa is a tropical
island in the heart of San Diego and offers 44 acres of lush tropical gardens and a
full mile of sandy beach. There are 462 guestrooms and suites on the island -
intimate, single-level bungalows with patios offering views of the gardens, lagoons
or the sparkling waters of Mission Bay. The resort also features Spa Terre, a unique
spa experience inspired by exotic rituals from Thailand and Indonesia, and the
award-winning waterfront restaurant, Baleen, which showcases stylish and
innovative seafood and regional specialties.
Paradise Point lies in an ideal place to take full advantage of the best that San
Diego has to offer. Nearby attractions include SeaWorld Adventure Park, the
World-Famous San Diego Zoo, museums of Balboa Park, Birch Aquarium at
Scripps, Legoland California, the San Diego Wild Animal Park and a wonderful
array of championship golf courses. There are also plenty of bistros, boutiques
and galleries in San Diego’s Gaslamp Quarter.
Lindbergh International Airport is conveniently located approximately 15 minutes from Paradise Point Resort and Spa and serviced by
22 major and commuter airlines. A typical taxi fare from the airport to the resort would range from $16 - $20 dollars. Several shuttle
companies offer shared rides to and from Lindbergh Field and to areas of San Diego County and there are numerous limousine and
chauffeur services available for hire once arriving at the airport. Most rental car agencies have airport facilities and/or provide service to
arriving visitors. Overnight parking at the Paradise Point Resort & Spa is $10 per night.
The concierge staff at Paradise Point Resort & Spa can assist you with any taxi, limousine or shuttle arrangements. Call (858) 274-4630
or email firstname.lastname@example.org.
12 | 3RD ANNUAL CLAIMS EDUCATION CONFERENCE WWW.CLAIMSEDUCATIONCONFERENCE.COM
Registration Information & Form
Registration fees include all sessions, breakfasts, lunches, receptions, conference materials
and access to the exhibit hall.
• Early Bird Discount:
Those who register on or before March 1, 2008 will receive a $100 discount on the registration fees.
• Conference Registration Fee:
On or before March 1, 2008: $695, After March 1, 2008: $795
First Name _____________________________________________ Last Name _____________________________________________
Title___________________________________________________ Designation(s) _________________________________________
City, State, Zip _________________________________________________________________________________________________
Phone _________________________________________________ Fax ___________________________________________________
Nickname for badge _____________________________________________________________________________________________
Which breakout sessions do you plan to attend?
Breakout #1 ❑ Awesome Claims Customer Service for Adjusters OR ❑ Awesome Claims Customer Service for Supervisors
OR ❑ Policy Interpretation - So Easy You Can Teach It
Breakout #2 ❑ Medical Terminology OR ❑ Surveying Team Strengths and Weaknesses OR ❑ Effective Delegation
Breakout #3 ❑ Telephone Techniques OR ❑ Effective Office Meetings OR ❑ Tracking Claims Staff Training Needs
Breakout #4 ❑ Critical Thinking for Claims OR ❑ Working To-Do Lists for Managers OR ❑ Managing Change
❑ Please check if you would like to apply for C.E. credits - Add $50 Processing Fee to total
State/License Number(s): ____________________________________________________________________________
~ TWO-SIDED FORM – PLEASE CONTINUE ON OTHER SIDE ~
WWW.CLAIMSEDUCATIONCONFERENCE.COM 3RD ANNUAL CLAIMS EDUCATION CONFERENCE | REGISTRATION FORM - PART I | 13
Check all items that apply to your registration:
❑ I plan to take part in the Dine Around - Gaslamp Quarter on Wednesday, May 14 - Add $15 to total
Restaurant Choices: Red Pearl Kitchen, Ole Madrid, Gaslamp Strip Club, Blue Point Coastal Cuisine, Quarter Kitchen
1st Choice __________ 2nd Choice __________
I would like to dine with (we will do our best to accommodate your request):
Name ________________________________________ Company __________________________________________
❑ I plan to play in the Riverwalk Golf Tournament on Thursday, May 15 - Add $125 to total
I would like to golf with (we will do our best to accommodate your request):
Name ________________________________________ Company __________________________________________
❑ I plan to take part in the Tour of La Jolla on Thursday, May 15 - Add $50 to total
❑ I plan to take part in the Old-Time City Trolley Tour on Thursday, May 15 - Add $50 to total
❑ I do not plan to participate in the Scheduled Activities.
I would also like to reserve:
❑ Exhibit Space – $1,195 ($1,095 if on or before 3/1/08)
Booth Space Choice:
1st Choice __________ 2nd Choice __________ 3rd Choice __________
❑ Sponsorship Choice
❑ Advertising in Onsite Program
❑ Half Page Ad - $250 ❑ Full Page Ad - $500
Total amount enclosed: $_________________
❑ Check Enclosed (Check must be in U.S. Dollars and payable to Claims Education Conference)
❑ Please bill my credit card as follows: ❑ AMEX ❑ VISA ❑ MasterCard
Card Number ____________________________________________________________ Expiration Date______________
Cardholder Name: ____________________________________________________________________________________
Please mail your check and completed form or fax your completed form and credit card information to:
Claims Education Conference | 4248 Park Glen Road | Minneapolis, MN 55416
Fax (952) 929-1318 or REGISTER ONLINE AT WWW.CLAIMSEDUCATIONCONFERENCE.COM
For questions or further information, call the Claims Education Conference Office at (952) 928-4642.
Cancellation Policy: Conference cancellations must be made in writing to the Claims Education Conference office. Cancellations on or
before March 15, 2008 will receive a refund of 50% of the total conference registration fee. Cancellations after March 15, 2008 will not
receive a refund, however we would be happy to transfer your registration to another member of your company. If the Claims Education
Conference cancels the event, they will not be responsible for any airfare, hotel or other costs incurred by registrants.
Dress Code: Dress during the conference is resort casual.
14 | 3RD ANNUAL CLAIMS EDUCATION CONFERENCE - REGISTRATION FORM - PART II WWW.CLAIMSEDUCATIONCONFERENCE.COM
About San Diego
California’s second largest city and the United States’ seventh largest, San Diego
boasts a citywide population of nearly 1.3 million residents and more than 2.8
million residents countywide. Within its borders of 4,200 sq. miles, San Diego
County encompasses 18 incorporated cities and numerous other charming
neighborhoods and communities, including downtown’s historic Gaslamp
Quarter, Little Italy, Coronado, La Jolla, Del Mar, Carlsbad, Escondido, La Mesa,
Hillcrest, Barrio Logan, and Chula Vista just to name a few.
San Diego is renowned for its idyllic climate, 70 miles of pristine beaches and a
dazzling array of world-class family attractions. Popular attractions include the
world-famous San Diego Zoo and Wild Animal Park, Sea World San Diego and
LEGOLAND California. San Diego offers an expansive variety of things to see
and do, appealing to guests of all ages from around the world.
For more information, please visit www.sandiego.org
San Diego enjoys beautiful weather year round with an average daily temperature
of 70.5º (21.4 degrees Celsius). A marked feature of the climate is the wide
variation in temperature within short distances due to the
topography of the land. You can enjoy coastal, mountain and desert
environments all in the space of one day. The average high in May
is 69 degrees Farenheit.
Lindbergh International Airport is conveniently located
approximately 15 minutes from Paradise Point Resort and Spa
and serviced by 22 major and commuter airlines. A typical taxi
fare from the airport to the resort would range from $16 - $20
dollars. Several shuttle companies offer shared rides to and from
Lindbergh Field and to areas of San Diego County and there are
numerous limousine and chauffeur services available for hire
once arriving at the airport. Most rental car agencies have airport
facilities and/or provide service to arriving visitors. Overnight
parking at the Paradise Point Resort & Spa is $10 per night.
The concierge staff at Paradise Point Resort & Spa can assist you with any taxi, limousine or shuttle arrangements.
Call (858) 274-4630 or email email@example.com.
Things to do in San Diego GASLAMP QUARTER SAN DIEGO ZOO’S WILD These are just a few of
BALBOA PARK www.gaslampquarter.org ANIMAL PARK the highlights of San
www.balboapark.org www.wildanimalpark.org Diego. There are many
LEGOLAND more attractions and
BELMONT PARK CALIFORNIA SEAPORT VILLAGE destinations in San
www.belmontpark.com www.legoland.com www.seaportvillage.com Diego. Please go to
BIRCH AQUARIUM AT SCRIPPS SAN DIEGO ZOO SEAWORLD SAN DIEGO more information.
www.aquarium.ucsd.edu www.sandiegozoo.org www.seaworldsandiego.com
WWW.CLAIMSEDUCATIONCONFERENCE.COM 3RD ANNUAL CLAIMS EDUCATION CONFERENCE | 15
Claims Education Conference
4248 Park Glen Road
Minneapolis, MN 55416
Phone: (952) 928-4642
Fax: (952) 929-1318