Subrogation and Recovery Strategies Training Course

Subrogation and Recovery Strategies Training Course 

Introduction

In the fast-evolving world of insurance claims and legal recoveries, mastering subrogation and recovery strategies is no longer optional—it's essential. Subrogation and Recovery Strategies Training Course is designed for professionals seeking to strengthen their grasp of subrogation principles, enhance claims handling skills, and implement innovative recovery frameworks. Whether you're navigating property, auto, workers’ compensation, or healthcare claims, this course will equip you with tactical insights and real-world tools to accelerate financial recoveries and reduce loss ratios.

This highly interactive and industry-relevant course focuses on strategic subrogation recovery, negotiation techniques, litigation support, third-party liability identification, and data-driven claim resolution. By utilizing case-based learning, real-time analytics, and proactive recovery planning, participants will gain in-demand skills to lead in insurance, legal, and financial ecosystems. Elevate your expertise and lead recovery processes with confidence in today’s digital-first insurance operations.

Course Objectives

1. Understand the fundamentals of subrogation in insurance claims.
2. Identify third-party liability and fault in multi-claim scenarios.
3. Apply advanced recovery strategies to increase collections.
4. Enhance negotiation skills in subrogation settlements.
5. Analyze legal precedents and compliance in subrogation processes.
6. Leverage digital tools and AI for faster claim recovery.
7. Minimize claim leakage through smart recovery tactics.
8. Understand intercompany arbitration and its best practices.
9. Apply strategic decision-making in complex subrogation cases.
10. Manage healthcare and workers’ comp subrogation efficiently.
11. Track KPIs and recovery metrics for performance improvement.
12. Execute cost-effective litigation strategies in subrogation claims.
13. Build customized recovery workflows for your organization.

Target Audiences

1. Insurance Claims Adjusters
2. Subrogation Specialists
3. Legal Advisors in Insurance
4. Risk Management Professionals
5. Claims Recovery Analysts
6. Workers’ Compensation Administrators
7. Property and Auto Claims Managers
8. Corporate Legal & Compliance Teams

Course Duration: 5 days

Course Modules

Module 1: Introduction to Subrogation and Legal Framework

• Definition and history of subrogation
• Subrogation rights and legal principles
• Contractual vs. equitable subrogation
• Policyholder and insurer responsibilities
• Subrogation statutes across jurisdictions
• Case Study: Analyzing subrogation denial in a multi-party auto accident

Module 2: Identifying Third-Party Liability

• Role of investigation in claim development
• Use of evidence and documentation
• Expert witnesses and liability determination
• Legal responsibility frameworks (negligence, strict liability)
• Tools for assessing liability risk
• Case Study: Fault allocation in property fire damage recovery

Module 3: Recovery Strategy Design and Implementation

• Types of recovery options (direct, legal, arbitration)
• Timeline management in recovery claims
• Cost-benefit analysis in recovery planning
• Developing subrogation workflows
• Stakeholder communication and tracking
• Case Study: Strategic recovery from contractor negligence claim

Module 4: Negotiation and Settlement Techniques

• Preparing for settlement discussions
• Effective communication with opposing parties
• Mediated vs. unmediated settlements
• Legal language in agreements
• Closing a claim without litigation
• Case Study: Settling a subrogation claim involving a drunk driver

Module 5: Arbitration and Litigation in Subrogation

• Introduction to intercompany arbitration
• Filing and responding to arbitration cases
• Litigation support and discovery process
• Working with attorneys and expert reports
• Cost-effective dispute resolution
• Case Study: Litigation process in disputed liability claim

Module 6: Technology and Data Analytics in Recovery

• Use of AI and ML in subrogation tools
• Automating repetitive subrogation tasks
• Claim analytics dashboards
• Predictive modeling for recovery success
• Cybersecurity in digital claims handling
• Case Study: Tech-enabled recovery in a flood claim

Module 7: Healthcare and Workers’ Compensation Subrogation

• ERISA and Medicare compliance
• Coordination of benefits (COB) challenges
• Employer vs. insurer responsibilities
• Subrogating third-party health claims
• Fraud detection in healthcare claims
• Case Study: Workers’ comp recovery from faulty equipment incident

Module 8: KPIs and Performance Optimization in Subrogation

• Key performance indicators (KPI) in subrogation
• Loss recovery ratios and cycle time reduction
• Benchmarking against industry standards
• Recovery team performance dashboards
• Aligning goals with business outcomes
• Case Study: Transforming recovery performance through KPI tracking

Training Methodology

• Interactive instructor-led workshops
• Real-world case study analysis
• Hands-on activities and group simulations
• Downloadable templates and tools
• Access to a digital learning portal with AI-powered resources
• Post-course assessment and certification

Register as a group from 3 participants for a Discount

Send us an email: info@datastatresearch.org or call +254724527104 

Certification

Upon successful completion of this training, participants will be issued with a globally- recognized certificate.

Tailor-Made Course

 We also offer tailor-made courses based on your needs.

Key Notes

a. The participant must be conversant with English.

b. Upon completion of training the participant will be issued with an Authorized Training Certificate

c. Course duration is flexible and the contents can be modified to fit any number of days.

d. The course fee includes facilitation training materials, 2 coffee breaks, buffet lunch and A Certificate upon successful completion of Training.

e. One-year post-training support Consultation and Coaching provided after the course.

f. Payment should be done at least a week before commence of the training, to DATASTAT CONSULTANCY LTD account, as indicated in the invoice so as to enable us prepare better for you.