1 2015 GUIDE INFORMATION AND REGISTRATION March 16-18, 2015 About the 2015 Educational Claims Conference The Educational Claims Conference kicks off March 16-18, 2015 at the Hard Rock Casino in Catoosa, OK. Our conference will offer continuing education credits for OK, TX, FL, and IN, along with workshops, Guest speakers, vendors and many of our clients West Cherokee Street Catoosa, OK We try to keep the cost affordable so that you can get the CE credit necessary, with an opportunity to meet our staff in person and network among the adjuster s community Our Guest Speakers/Presenters: Josh Davis Marshall Lutton Verizon Disaster Relief Team Dan Dyce ROOM RATES: Standard Room Rates for Sunday 3/15/ Wednesday 3/18/2015 are $84 per night plus taxes Attendee Code: PACESETTER315 Special group rate ends on Feb 22, 2015 Conference Contact Information: Cara Collins, PCS Meeting Planner Conference Info Registration 2015 CE/Workshops Conference Schedule Evening Reception Guest Speakers Bio About Pacesetter
2 2015 Education Claims Conference Registration Name: Street Address: City, State & Zip Code: Phone Number: Guest Name (if applicable): Address: Registration Fees: Early Bird Registration: $275 - This rate is good through Feb 16, 2015 Late Registration: $325 - This rate is good through February 17 March 16, Spouse/Guest Registration: $50 This rate is good only for group food/beverage functions. Full registration is required to attend general sessions, workshops, earn CE credits, and receive conference materials. Admission is not allowed into any general session, breakout workshop session, or any CE related event. Spouse registrants will receive a special color-coded name badge designated for entry into all food and beverage functions only. Registration fees for the Educational Claims Conference include: Attendance at all general sessions and guest speakers Attendance at CE credited break out sessions for OK, TX, IN, & FL Food and beverage functions Cancellation Policy: Full refunds will be made for cancellations received by March 2, % refunds will be made for cancellations received after March 3, - March 16, A request for cancellations must be submitted in writing via fax or request to Refunds will not be given for no-shows or missed travel logistics. Register and pay securely online at Mailing in your registration form and payment: Check payments need to be received no later than two weeks after electronic registration is completed in order for your registration to be confirmed. Mail your check made out to Pacesetter Claims Service to: Pacesetter Claims Service P.O. Box 2130 Catoosa, OK Any questions? Conference Fee Early Bird (Ends 2/16/15) Quantity/Cost X $275 After 2/17/15 X $325 Total Amount $ Spouse/Guest: X $50
3 CE/Workshop Offerings Customer Service (4 Hours CE credit for OK, FL, TX, IN, and all other Reciprocal States) Customer service results have become a huge driver for most companies in our current business world. Claims are a unique business but what is the insurance company really selling? Customer Service at the time of a claim. This course is designed to provide useful customer service techniques for any business but is tailored for what we do Claims. Do s and Water Mitigation (4 Hours CE credit for OK, FL, TX, IN, and all other Reciprocal States) Basic Water Mitigation: Understanding the Principles is a four part course and designed to prepare you adjuster in understanding the concepts associated with structural drying. This course will address facts verses fiction and give you the knowledge necessary to understand what is appropriate and what is not. During this course you will be taught the four basic components required for understanding the drying process. This course will include practical review and evaluation of water mitigation estimates and show you how to identify excessive charges, inappropriate line items and charges that are not necessary or considered industry standards. This two day course uses the IICRC S500 Standard and Reference Guide for Professional Water Damage Restoration as a standard of practice and is referred to consistently though out the course. California Earthquake Accreditation Training (4 Hours CE credit for OK, FL, TX, IN, and all other Reciprocal States) California has a law that requires adjusters who handle earthquake claims in California to have a claims handling certificate. Adjusters who take this course will receive a certificate that is good for three years. What you learn in this class will serve you well even if your first earthquake claim is anywhere in the United States. Guest Instructor: Dan Dyce Appraisal Under the Policy (4 Hours CE credit for OK, FL, TX, IN, and all other Reciprocal States) Our course is designed to provide an interactive learning experience. Real-life scenarios are used to encourage discussion of the duties and responsibilities of the Appraiser. Everyday issues and complications that often arise during an appraisal are tackled. We discuss effective methods and practices to facilitate an appraisal from beginning to conclusion. The class also includes a discussion of ethical considerations and changes in case law impacting the appraisal process.
4 CE/Workshop Offerings (cont.) Ethics (3 Hours CE credit for OK, FL, TX, IN, and all other Reciprocal States) This required course is for all States and all adjusters as it is required to renew all adjuster licenses. Pacesetter has always provided this course as it is critically important information for any adjuster to be able to stay on the legal side of Unfair Claim Practices. It is filled with examples of what to do and not to do when dealing with consumers. We reference the State Statues as they apply to our Daily and Catastrophe work so our adjusters will be armed with the information to keep us out of trouble while doing our jobs. Using real and practical examples will keep this course from being dry and boring. Legislative Update (2 Hours CE credit for Oklahoma ONLY) This presentation is necessary for all Oklahoma License holders to be Compliant and able to Renew their OK License. It is a brief Update of all pertinent Legislative Updates and Changes made within the last 2 years and is mandated by the OK DOI. Pacesetter has provided this course and service since 2009 to assist our Staff and IA s easily comply with the OK License requirements. Earthquake Update (1 Hours CE credit for Oklahoma ONLY) Effective: Jan 1, 2015 This presentation is now a requirement for all OK License holders to be Compliant and able to renew their OK License. This is not a CEA Course, but is required since 1/1/15 by OK. It is Brief, to the point on the OK Earthquake Policy, Deductible and why it is required. No one else in our State is presently supplying this course and Pacesetter is again stepping up to be ahead of the curve on License renewal for our Staff and Adjusters. Xactimate Sketch (4 Hours CE credit for OK, FL, TX, IN, and all other Reciprocal States) This course will be a hands-on training class with limited seating offered each day of the conference. In which, you will explore Sketch techniques to sharpen your skills in how to add a roof, adjust dimensions, set parameters, and more. Attendees will need to bring their laptop and have a working version of Xactimate 28.0 before class. The trial version will be fine. If you are interested in attending please Don Mohler at Asphalt Shingle Residential Roofing 401 (4 Hours CE credit for TX, FL, GA, LA, MS and OK) Instructor: Stanton Smith, P.E. Donan s most extensive roofing course features a wealth of information based on experience and research from our industry experts. Four hours in length, this advanced seminar provides an in-depth study of residential asphalt shingle roofing and includes topics ranging from understanding warranties and impact resistance standards to the implications of building code requirements and the utilization of science to determine potential causes of damage.
5 2015 Conference Agenda SUNDAY, MARCH 15, pm Registration Open/CE Sign-up MONDAY, MARCH 16, :00 am - 9:15 am Check in 9:15 am - 10:30 am General Session Motivational Speaker, Josh Davis 10:30 am - 10:45 am Network Break with refreshments 10:45 am - 5:00 pm Customer Service (4hrs CE) Water Mitigation (4hrs CE) Xactimate Sketch (4 hrs CE) till 3:30 pm 11:45 am - 1:15 pm Lunch with Verizon Disaster Relief Team 2:15 pm - 2:30 pm Networking Break 3:30 pm - 3:45 pm 3:45 pm - 5:00 pm Appraisal Under the Policy (4hrs CE) Oklahoma Earthquake & Legislative Updates (3hrs CE) TUESDAY, MARCH 17, :00 am - 10:30 am General Session AMFAM/Safeco/Liberty Mutual 10:30 am - 10:45 am 10:45 am - 5:00 pm Water Mitigation (4hrs CE) California Earthquake Accreditation Training (4hrs CE) Xactimate Sketch (4hrs CE) till 3:30 pm 11:45 am - 1:15 pm Lunch on your own 10:45 pm - 3:30 pm Xactimate Sketch (4hrs CE) 2:15 pm - 2:30 pm Networking Break 3:30 pm - 3:45 pm 3:45 pm - 5:00 pm Ethics (3 hrs CE) 7:00 pm - 9:00 pm St Patty s Day Reception - WEDNESDAY MARCH 18, :00 am am General Session 9:15 am - 2:15 pm Asphalt Shingle Residential Roofing 401 (4hrs CE) Xactimate Sketch (4hrs CE) 10:30 am - 10:45 am 11:45 am - 1:15 pm Networking Lunch 2:15 pm - 2:30 pm Networking Break 2:30 pm - 5:00 pm Guest Speaker Situational Awareness, Marshall Lutton 3:30 pm - 3:45 pm 5:00 pm Conference Conclusion
6 Happy St Patty s Day! St. Patty s Day Dinner Please join us the evening of Tuesday, March 17th at 7 PM for festive celebration dinner and guest comedian John Michael Barajas. Let the laughs roll on in! What s happening at The Joint while you might be in town Saturday, March 15th? SUNDAY, MARCH 15 8PM Doors open at 7 PM. Tickets on sale January 22 Price: $40, $50
7 Josh Davis Atlanta Olympic Games in 1996 Michael Andrew and Josh Davis will face-off at the 2013 Fastest Man in Texas Shootout. Josh Davis crowns Jimmy Feigne the Fastest Man in Texas at the 2012 Fastest Man in Texas Shootout! Mutual of Omaha BREAKout Swim Clinic at the Fastest Man in Texas Shootout! 5-Time Olympic Medalist & Motivational Speaker In 1996 Josh Davis made history by becoming the only man in any sport from any nation at the Atlanta Olympic Games to win 3 gold medals. With a passion for representing our country, he returned to the Olympics in Sydney in 2000 where he was elected Captain of the USA Men's swim Team. He went on to break the American record three times in his event the 200 meter free-style and won two silver medals at the 2000 Sydney Games. After 2 Olympics and 5 medals, Josh has established himself as ambassador for the sport of swimming and is pioneering the road for the next generation of professional swimmers. Josh has been teaching and racing across America for the last 18 years and has been the Director of the Mutual of Omaha BREAKOUT! Swim Clinic tour for the last 8 years and has led over 500 clinics in over 400 cities. He is also the founder of the Fastest Man in Texas SHOOTOUT! and the Olympic Trials TRAIN WITH A CHAMP CAMP. Josh's career has been unique in that he has held national records at all levels, high school, college, American Records, a World Record and now multiple Masters records. Josh earned his medals while modeling a life of integrity and balance. He is able to achieve family and business goals while pursuing an Olympic dream. Josh learned to maintain this balance by developing seven habits for achieving goals. Inevitably, applying these habits has thrust Josh into leadership opportunities and he has developed the skills to perform under intense pressure and bring out the best in his team. Josh is the owner and founder of USA Swim Clinics, LLC the nation's leader in providing swimming education through personal interaction with many of the greatest swimmers and coaches in the World. Now living in Edmond, OK with his wife and 5 kids, Josh has been speaking at schools, youth groups and corporate settings about the foundations of excellence. It is safe to say that no one leaves researching and communicating peak performance more than Josh Davis.
8 Guest Instructor for CEA Dan Dyce, CPCU RPA is a consultant specializing in residential earthquake claim handling. His forte is the ability to train claim adjusters on earthquake policy coverage and claim handling in a humorous and memorable way. For 14 years prior to 2015, he was the Claim Manager for the California Earthquake Authority (CEA), the largest residential earthquake insurance company in the USA. In that capacity, he oversaw the earthquake claim handling of the 17 member insurance companies who take and process CEA residential earthquake claims. He was previously a claim manager with CIGNA insurance company where he supervised property claims in seven Western states. Dan Dyce Dan is on the board of directors for The California Residential Mitigation Program (CRMP). CRMP was established to assist California homeowners who wish to seismically retrofit their houses with grants and incentives. He is a graduate of California State Polytechnic University and has worked in the insurance industry his whole career. He has held positions in underwriting, insurance operations and claims. He is a CPCU (Chartered Property and Casualty Underwriter) and a past president of Sacramento Valley Chapter of CPCU. He has also earned the RPA (Registered Professional Adjuster) designation. He has written articles for Claims Magazine as well as CPCU News. He is an accomplished public speaker and has given key note speeches on the topic of converting TV time toward your own personal self-development. He has presented at the CPCU Annual Meeting and Seminars, and is a regular part of the earthquake coverage panel at PLRB s (Property Loss Research Bureau) Annual Claims Conference. Situational Awareness - Guest Speaker Marshall has been in law enforcement for 16 years. He has owned and successfully operated The Defensive Shooting Academy since 2000 and has assembled the finest instructor cadre in the industry. Together they are responsible for curriculum development and currently have 6 courses that are recognized by the Oklahoma Council on Law Enforcement Education and Training (C.L.E.E.T.). He is a C.L.E.E.T. certified rifle, shotgun and pistol instructor and has received over 1200 hours of training through various organizations and instructors. Over the last decade TDSA has trained countless numbers of police officers, military personnel and civilians. Marshall is a life member of the National Rifle Association and an NRA Law Enforcement Firearms Instructor for pistol and shotgun. He has won 5 State Championships, 4 Regional Championships and 1 National Championship with his pistol. He enjoys shooting IDPA and USPSA type competitions and has produced some of the top shooters in the Nation. He credits the success of TDSA to his instructors and lives to serve God and country. Marshall Lutton
9 Our History Pacesetter Claims Service has been a leading provider of catastrophic and daily property claims adjusting services since The success of our business has been developed by understanding and satisfying our clients one claim at a time. Our fundamental values stabilize the foundation of our organization. We value long-term partnerships with adjusters, insurance carriers, and other industry networks. Our roots in this industry have allowed us to build an experienced, trusted and reliable claims operation. Top insurance companies around the nation recognize Pacesetter Claims Service as a leader in the independent adjusting field. They depend on our expert team of managers and adjusters to handle their needs. Our Vision To be Recognized as one of the most Trusted and Committed providers of customizable solution to insurance industry. We will Continue to Build Profitable Partnerships with our customers and employees and be the Vendor of Choice for Both. Contact Us Pacesetter Claims Service 2871 N Highway 167 Catoosa, OK (888) Visit us on the web at