Sun.Aug 03, 2025

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SEC Chair Lays Out Sweeping Plans to Accommodate Crypto

Insurance Journal

The head of the U.S. securities regulator unveiled sweeping plans to overhaul capital markets regulations on Thursday to accommodate cryptocurrencies and blockchain-based trading, in a major win for the digital asset industry, which has long pushed for tailored rules.

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Production of Defendants’ Organizational Chart is Ordered

E-Discovery LLC

Plaintiff’s motion to compel production of defendants’ organizational chart was granted in a putative class action for alleged unpaid overtime. Castillo v. Albert Einstein College of Medicine, Inc., 2025 WL 1789827 (S.D.N.Y. Jun. 30, 2025). The court wrote that: Plaintiff moves to compel responses to its Requests for Production (“RFPs”) Nos. 11–12 seeking a “complete list of potential custodians,” or individuals responsible for establishing the rate and basis for the putative collective and cla

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Thought Leadership in Insurance: Building Credibility Through Insights and Industry Commentary

Insurance Journal

The insurance industry stands at a crossroads. From emerging risks driven by climate change and cyber threats to regulatory shifts and technological disruption, professionals across the sector face challenges that demand informed perspectives and strategic thinking.

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Untimely Privilege Objections Waived; However, Dissolved Entity Had No Privilege

E-Discovery LLC

Untimely privilege objections to a subpoena were waived. However, the dissolved entity no longer had any privilege. Utah Physicians for a Healthy Environment, Inc. v. Diesel Power Gear, LLC , 2025 WL 2144788 (D. Ut. Jul. 29, 2025). In this case, the plaintiff is attempting to collect on a judgment. Presumably, plaintiff is engaged in discovery in aid of execution.

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No Objections: Better Case Management with AI for Paralegals

Speaker: Joe Stephens, J.D., Attorney and Law Professor

Join this session to get a fresh look at how AI tools can help you work smarter, faster, and more effectively! Attorney and law professor Joe Stephens, J.D., will walk you through the complete journey of a legal case—from the first client meeting through the final outcome—while showing you how artificial intelligence can transform your daily work at each important step.

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New Law Orders Louisiana Insurers to Show Prior Policy Premiums

Insurance Journal

Under a new state law, Louisiana insurers will be required to give mandatory disclosure of prior policy premium when issuing a renewal policy to a policyholder.

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Legal Fault Lines in Modern War: Ukraine’s Strategy vs. Russia’s Violations

Complex Discovery

Editor’s Note: Ukraine’s latest series of coordinated drone strikes against Russian refineries and military production sites signals a deliberate escalation in the use of precision, long-range technologies to cripple critical infrastructure. For cybersecurity, information governance, and eDiscovery professionals, this development underscores a strategic convergence of digital intelligence, military logistics, and operational accountability.

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The New Approach to Hurricane-Strong Homes? Concrete Walls, Wind-Resistant Roofs, But Affordable and Stylish

Insurance Journal

If wind mitigation and stronger homes are the paths to reducing insurance claims and bringing down premiums in hurricane-prone areas as a growing number of industry experts believe, then homeowners, builders and insurers may want to take a look at …

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Workplace Injuries Costs Near $60B Per Year; Overexertion, Falls Top Causes: Liberty Mutual

Insurance Journal

Liberty Mutual’s latest Workplace Safety Index has found that workplace accidents cost U.S. employers about $58.8 billion annually. The top 10 causes of injuries account for 86% of those costs, or $50.87 billion.

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Top 100 Agencies

Insurance Journal

This year marks the 21st annual publication of Insurance Journal’s Top 100 Independent Agencies special report. Nearly all of the firms in the Top 100 saw notable increases in total property/casualty revenue year-over-year.

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Scaling Smart: How Independent Agencies Can Grow with Intention

Insurance Journal

In today’s competitive market, independent insurance agencies are under increasing pressure to grow. Organic growth is harder to achieve, client expectations are evolving, and technology is reshaping how agencies operate.

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Leverage Trellis Court Data To Identify More Investment Opportunities

Finance teams find Trellis to be particularly effective in conducting comprehensive due diligence on both individuals and businesses. With our court data solution, financial experts can access critical litigation insights, making it an invaluable resource for informed decision-making in the financial sector.

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As Schools Prepare to Pay Athletes, What Role Will Insurance Play?

Insurance Journal

As colleges and universities prepare to legally pay athletes for the first time in National Collegiate Athletic Association history, collegiate sports programs are exploring insurance policies designed to mitigate the risks that come with dishing out tens of millions of …

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Travelers Q2 Net Income Soars on Less Losses, Favorable Reserves

Insurance Journal

The Travelers Cos. increased second-quarter net income $975 million for a total of about $1.5 billion, and reversed an underwriting loss posted last year for the same period.

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Tesla Must Pay $243 Million Over Fatal Autopilot Crash

Insurance Journal

Tesla Inc.

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Independent Agencies’ Market Share Shows Small Decline; Strong Hold on Commercial Lines with Opportunity to Grow in Personal Lines

Insurance Journal

The independent agency channel placed 61.5% of all property/casualty insurance written in the U.S. in 2024, a slight decline from 2023 where independent agents placed 62.2% of P/C lines nationwide.

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The Tech-Savvy Paralegals Playbook: How To Leverage AI

Speaker: Allison Mears, Adela Wekselblatt, and George Socha

Artificial intelligence is reshaping the legal industry, and paralegals are at the forefront of this transformation. As AI becomes more integrated into legal workflows, paralegals can streamline their daily tasks, enhance efficiency, and add greater value to their firms and organizations. But what exactly does AI mean for paralegals today—and how can you leverage it to your advantage?

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This Hard Market Explained

Insurance Journal

This hard market is the longest and hardest in generations. Historically, hard markets occurred every seven years or so and lasted two to three years.

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Texas Judge Rules BlackRock, State Street, Vanguard Must Face Antitrust Suit

Insurance Journal

A federal judge in Texas largely denied a request by the world’s largest asset managers to dismiss a lawsuit brought by Republican state attorneys general claiming they colluded to reduce coal output, in a case that threatens how the U.S.

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Renewal Rates in Q2 Tell of ‘Slowly Softening’ Commercial Lines Market, Says Ivans

Insurance Journal

Premium renewal rates increased year-over-year for all major commercial lines, except workers’ compensation, according to second-quarter 2025 results of the Ivans Index.

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Hearings Into Fatal Helicopter-Plane Crash in DC Reveal ‘Layers of Deficiencies’

Insurance Journal

The pilots of a U.S. Army helicopter that collided with a passenger jet over Washington in January would’ve had difficulty spotting the plane while wearing night vision goggles, experts told the National Transportation Safety Board on Friday.

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Smarter Patent Family Research: The Tools And Tactics You Need Now

Speaker: Andrew Klein

Are there mysteries lurking in your family tree? 🕵 No, not a long-lost half-brother - I'm talking about a patent family tree! IP paralegals need fast and easy ways to verify and report on essential data about foreign equivalents of US assets. Join us to master the global scope of key assets to support prosecution, portfolio management, litigation, licensing, competitive monitoring and more!

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How to Attract the Next Generation to Insurance

Insurance Journal

For many young professionals, the insurance industry isn’t exactly top of mind when plotting a career path. But for 23-year-old twins Sam and Noah Zickefoose, it’s where they’ve found purpose, opportunity, and a surprising sense of community.

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US Tariffs Projected to Slow Global Economy and Insurance Premium Growth: Swiss Re

Insurance Journal

Global growth is slowing as U.S. tariff policy reduces trade and heightens geopolitical uncertainty, which ultimately will lead to decelerating growth in insurance premiums, according to Swiss Re. Global GDP growth (adjusted for inflation) is expected to slow to 2.

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How Employer Value Proposition and Employee Experience Can Boost Recruiting Success

Insurance Journal

In today’s hyper-competitive talent market, gaining a recruiting edge doesn’t require reinventing the wheel. To use a sports analogy, think about recruitment like the NFL. Every team is so talented that you see more single-digit victories than blow outs.

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My New Markets

Insurance Journal

Armored Car Services Market Detail: For more than 25 years, The Mechanic Group has specialized in delivering custom-built private security insurance programs to armed and unarmed security guard, private investigation, intelligence, electronic security, alarm installation and monitoring and security consulting …

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AI for Paralegals: Everything You Need to Know (and How to Use It Safely)

Speaker: Joe Stephens, J.D., Attorney and Law Professor

Ready to cut through the AI hype and learn exactly how to use these tools in your legal work? Join this webinar to get practical guidance from attorney and AI legal expert, Joe Stephens, who understands what really matters for legal professionals! What You'll Learn: Evaluate AI Tools Like a Pro 🔍 Learn which tools are worth your time and how to spot potential security and ethics risks before they become problems.

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Developer Bets on Mid-Class Rentals in Luxury-Obsessed Miami

Insurance Journal

A Spanish developer is planning an $880 million workforce housing project in Miami that would include more than 4,000 apartments, childcare, and even a test kitchen — an ambitious bid to offer below-market housing in a city known for ultra-luxury …

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North Carolina Expands FORTIFIED Roof Grant Program With Another $20 Million

Insurance Journal

North Carolina’s residual property insurance association is expanding its roof-grant program by $20 million, offering $6,000 to policyholders who upgrade their roofs to the more wind-resistant FORTIFIED standard.

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Assisted Living Facility Where 10 Died in Fire Was Cited for Mistreatment

Insurance Journal

A Massachusetts assisted-living facility where a fire killed 10 people earlier this month temporarily lost its certification nearly a decade ago due to resident mistreatment, according to state regulators.

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Marsh McLennan Acquires Olympic Insurance Agency in California

Insurance Journal

Marsh McLennan Agency acquired Olympic Insurance Agency in a Simi Valley, California. All Olympic employees, including principals Don and Bob Barberie, will remain working out of their existing Simi Valley office.

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Prep with Purpose: How to Build Better Trial Binders

Speaker: Joe Stephens, J.D., Attorney and Law Professor

Get ready to master the art and science of trial preparation organization that top attorneys rely on in this exclusive webinar! Attorney and law professor, Joe Stephens, J.D., will walk through proven systems for creating comprehensive trial notebooks and binders that transform scattered case materials into a powerful command center. Learning Objectives: Strategic Organization 📊 Learn the essential sections every trial notebook needs and how to structure them for maximum clarity and acce

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Business Moves

Insurance Journal

National Keystone Agency Partners, Warburg Pincus Private equity firm Warburg Pincus will acquire a majority stake in insurance broker and agency network Keystone Agency Partners (Keystone). Keystone was formed in 2020, in partnership with Keystone Insurers Group Inc.

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Attempts to Reform Litigation Funding Disclosure Continue on the Hill

Insurance Journal

Changes to the taxes paid by litigation investors did not make it into the final version of the expansive One Big Beautiful Bill, but the issue of third-party litigating funding continues to have the attention of at least some lawmakers …

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Florida Meteorologist Predicts Where the Next Hurricane Will Hit–For a Price

Insurance Journal

Colorado State University’s hurricane research team, perhaps the best-known and most-often quoted forecasting service, in early July revised its prediction for the 2025 Atlantic hurricane season downward slightly – to eight hurricanes, three of them major.

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California Data Shows $150M in Stolen Goods Recovered in Two Years

Insurance Journal

More than 22,100 suspects were arrested, nearly 17,100 cases were referred for prosecution and roughly $150 million in stolen property was recovered in two years though state-funded work with law enforcement agencies, according to the California governor.

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Trellis Launches Trellis AI to Streamline Trial Court Litigation

Trellis AI leverages the largest repository of state trial court data to help litigators evaluate cases, automate brief drafting, suggest winning strategies, and more. Key components: Draft Arguments — Uses similar/successful motions in the Trellis database to generate arguments/citations for your motions seeking dismissal, summary judgment, etc. Case Assessment — Predict the likely outcomes of a case at any stage to help you decide to accept it, guide motion practice, make settlement offers, an