Moving the Target: How Special Relationships Increase Exposure in Insurance Broker Defense

Kimberly Blair (Partner-Chicago, IL) and Susan Schwartz (Senior Counsel-Dallas, TX) will present the next instalment in Wilson Elser’s Professional Liability Week series, “Moving the Target: How Special Relationships Increase Exposure in Insurance Broker Defense,” on September 18, 2025. This webinar will help claims professionals handle the defense of claims against insurance agents and brokers. Kim and Susan will provide an overview of the typical duties owed by insurance agents and brokers in the United States, and explain how these professionals perform activities that may grow their duties beyond simple order taker to an advisory role, thus increasing the amount and types of liability for which an they could be liable. The presenters will analyze the case law that first expanded the duties of insurance agents and brokers due to a special relationship, how the case law progeny has proliferated in the past decade, and where we anticipate the courts may further broaden the duties of insurance brokers and agents.