Succession Planning: Why Managing Turnover Is Critical to Legal, Insurance, and Claims Professionals

The Great Reshuffle of 2021 and 2022 has sharpened the focus on the importance of workforce and succession planning for all employers. Succession Planning is particularly critical for defense firms, insurers, TPAs, and related professional businesses to maintain both technical excellence and outstanding client service. Framing this issue as a client expectation will help push the industry in the right direction. The most successful planners solicit and incorporate feedback from their insurance, claims, legal, and other business partners into their succession planning and communicate that plan early and often. This panel will include defense counsel who has successfully facilitated succession planning as well as a claims management professional who will discuss the importance of building a deep bench in the firm.


Erin Erickson, Managing Partner/Shareholder, Bohyer, Erickson, Beaudette & Tranel, PC
Shari Mattis, Team Leader, ESIS
Traci McGuire, CCO, AmeriTrust