Corporate Training
Your Team’s Subrogation Excellence Partner
Teaming up with Capalbo Daniel, PC means you have us at your disposal for phone calls, round tables, and trainings. We’re happy to provide our business partners with tailored custom training to ensure their teams are employing the best practices for maximizing subrogation recoveries.
Subrogation Best Practices
Industry-leading subrogation training delivered by nationally recognized experts, including NASP conference track leaders with nearly 60 years of combined experience managing successful subrogation programs for major carriers nationwide.
- Early case identification – Training claims teams to recognize subrogation potential at first notice of loss, using proven screening criteria developed through managing hundreds of successful recoveries
- Investigation techniques – Comprehensive instruction on evidence gathering, witness interviews, and third-party liability development based on real-world case experience
- Documentation requirements – Step-by-step guidance on proper file documentation, regulatory compliance, and record-keeping that supports maximum recovery potential
- Recovery optimization – Advanced strategies for settlement negotiation, credit structuring, and lien positioning that have generated millions in client savings
Claims Management
Expert claims management training that combines legal expertise with proven operational strategies, delivered by attorneys who actively manage subrogation programs for major carriers and understand the complexities of workers’ compensation claims administration.
- Claim evaluation – Advanced training on identifying high-value claims, assessing subrogation potential, and implementing systematic evaluation processes that maximize recovery opportunities
- Cost containment – Strategic approaches to reducing claim costs through proactive subrogation, effective vendor management, and coordinated case resolution techniques
- Settlement strategies – Sophisticated settlement structuring and negotiation tactics that optimize both immediate savings and long-term reserve relief for carriers and self-insured employers
- Litigation avoidance – Proven techniques for early resolution and alternative dispute resolution that minimize litigation expenses while preserving maximum recovery potential
California Law Updates
Current legal updates delivered by attorneys who practice statewide workers’ compensation subrogation daily, combining deep statutory knowledge with practical application insights from managing hundreds of active cases across California jurisdictions.
- Legislative changes – Expert analysis of new workers’ compensation and insurance statutes, with practical guidance on implementation and impact on subrogation recovery strategies
- Case law developments – Comprehensive review of significant appellate and WCAB decisions affecting subrogation rights, lien priorities, and recovery procedures, with real-world application examples
- Regulatory updates – Current information on administrative rule changes, DWC bulletins, and procedural updates that impact claims handling and subrogation practices
- Compliance requirements – Practical training on maintaining regulatory compliance while maximizing recovery opportunities, delivered by attorneys who navigate these requirements daily
Custom Workshops
Specialized training programs designed specifically for your organization’s subrogation challenges, delivered by nationally recognized industry speakers with extensive practical experience across diverse carrier and employer client bases.
- Team-specific challenges – Customized curriculum addressing your organization’s unique subrogation obstacles, claim types, and recovery goals based on comprehensive needs assessment
- Industry focus areas – Targeted training for specific sectors including workers’ compensation carriers, TPAs, self-insured employers, and municipal risk pools with industry-specific case examples
- Role-based training – Differentiated instruction for claims adjusters, supervisors, and management teams, with content tailored to each role’s subrogation responsibilities and decision-making authority
- Performance optimization – Measurable training outcomes focused on improving recovery rates, reducing claim costs, and enhancing subrogation program effectiveness through proven best practices
Who We Serve
We bring a tailored approach to subrogation for a wide variety of clients in the insurance space:
- Insurance Carriers
- Third Party Administrators
- Brokers
- Employers
- Managing General Agents
- Risk Pools
- Governmental Entities
- Subrogation Vendors
Every client has different goals and expectations, and here at Capalbo Daniel, PC we aim to please with customized strategies for each unique situation.