Speaking Engagements
Georgetown Law 2025 Advanced eDiscovery Institute
November 21, 2025 | 8:30 AM – 9:30 AM ET
Join Locke Lord, InsurTechNY and InsurTech Hartford for their next InsurTech Legal Academy webinar on legal and regulatory issues impacting the InsurTech industry. Each quarter, we’ll tackle a new important topic.
Insurance Intermediary Licensing: A Deep Dive Into Producer, Adjuster and Reinsurance Intermediary Licensing Regimes
Thursday, September 26
1:00 PM ET • Noon CT • 10:00 AM PT
Zachary Lerner and Moya McKenna will dive into common licensing issues that InsurTechs face when starting up or expanding their insurance-related activities. Expectations differ between the various states, as well as the NAIC, regarding what activities do and do not require insurance producer and surplus lines broker licensure (both on an individual and entity level). Moreover, even if an InsurTech is not making a final decision on whether to accept or deny a claim, it may “cross the line” into licensable activity as well. Zach and Moya will also touch on nuances in the reinsurance intermediary space as well, which differ substantially from insurance producer licensing standards in a number of states.
CLE
CLE is approved in CA, IL, TX and NY “Areas of Professional Practice” credit. Other states are pending.
Register here for the September webinar.
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Upcoming Topics in This Series:
- Preparing for Company Sale/Scenarios for InsurTechs
- Nuts and Bolts of M&A Transactions
- Third Party Administrators and Claims Adjusters for InsurTechs
- Fair Credit Reporting Act and Insurance Adverse Underwriting Notices for InsurTechs
- E-signatures and E-records for InsurTechs
- Regulation of Insurance Rates for InsurTechs
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Firm Events
2025 Mid-Atlantic Health Care IT Forum
November 19, 2025 | 3:30 PM – 7:00 PM ET
Troutman Pepper Locke Philadelphia Office – Philadelphia Conference Center
31st Floor, 3000 Two Logan Square, Philadelphia, PA 19103, Eighteenth and Arch Streets
Sponsored Events
2025 ACG Deal Crawl
November 19 – 20, 2025
JW Marriott Charlotte
600 S College Street, Charlotte, NC 28202
Speaking Engagements
Restructuring in the Age of Artificial Intelligence
November 17, 2025 | 1:30 PM – 2:30 PM ET
Offices of CohnReznick
New York, NY