Intro to Plans and Specifications for Insurance Claims

Presenters: Brendon Field, Steve Todd, PE and Tredessa T. Travers MBA, CPCU, AIC (Moderator)

Oct. 13, at 2 p.m. ET

Two of the key document’s adjusters have to guide them when reconstructing a building after a large loss are the plans and the specifications. In a perfect world, those two documents seamlessly mesh together and support one another. The plans are a set of scaled drawings that show contractors what they are building. The specifications (or specs) are a written document that details what materials will be used and how to install things.

By the end of this session insurance professionals will better understand the fundamental layout of plans, key information contained in specifications and why understanding plans helps adjusters write more accurate estimates when handling a total loss to a structure.

 

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Brendon Field 

Senior Consultant 

J.S. Held LLC
 

Brendon Field has over 27 years of experience in the construction industry, with expertise in surety performance bond claim investigation, construction scheduling, claim analyses, estimating and project management. He provides construction advisory services to insurance companies, construction contractors and attorneys.  Brendon’s experience includes hi-rise and building construction, public-works, government/military, pharmaceutical and industrial construction, specializing in the mechanical and electrical fields.

 

Steve Todd, PE  

Director, Surety Consulting 

J.S. Held LLC
 

Steve Todd is an experienced professional in the construction and consulting industries. Previously, Steve was an engineer for a large general contractor, and then a damages consultant, focusing on construction projects and commercial damages. He specializes in project scheduling, project management, delay analyses, budgeting, productivity analyses, and cost overrun analyses for construction matters. In Surety Services, Steve has been involved in assisting both Principals and Completion Contractors for a variety of projects.  Steve has provided project management, quality control, and consulting services for Sureties on these projects. Steve has assisted Sureties and Principals with its project claims, and disputing counter claims. Steve is a licensed Professional Engineer (“PE”).”

Tredessa T. Travers, MBA, CPCU, AIC (Moderator)

Senior Garage Adjuster 

Atlantic Casualty Insurance Company
 

Tredessa T. Travers MBA, CPCU, AIC is a Claims Professional that has been in the industry almost 20 years.  She began working as a Sales agent right out of college, and soon moved to claims where she has spent the rest of her career.  She has a diverse claims history including, Complex Auto, Property, Fire/Theft, Bodily Injury, General Liability, PIP, Subrogation, Arbitration and Liability claims involving Excess & Surplus, Commercial, Business, Farm and Personal lines policies.

Tredessa is currently a Senior Garage Adjuster at Atlantic Casualty Insurance Company, and also a member of the IG Roadshow Group, Claims Interest Group, Society of Insurance Trainers and Educators, a board member with her local CPCU Society in Richmond, Virginia as well as a member of the Insights Publications Committee.