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It is crucial that counsel defending the claim against an insured motor carrier have

a good relationship with the insurer. In cases where the motor carrier is insured under

liability policy or bond post in lieu of liability policy, the defense counsel must know the

claims practices and reputation of the insurer. (O.C.G.A. §§ 40-1-112, and 40-2-140). In

insurance cases, many insurers have the reputation in the legal community of attending

mediations without a desire to put forth their best efforts to resolve a case. It is not

uncommon for insurers in the business of insuring motor-carrier to become financially

insolvent during the course of a claim. Many insurers flood the motor carrier insurance

market with low premiums, and then leave the market when the claims activity becomes

significant . . For long term insurers in the motor carrier market, many will have issues

with the individual motor carrier regarding continuation of coverage or renewal after a

claim is made against the motor carrier. All of these factors should be explored and

known by defense counsel well before mediation in order to minimize any potential

conflicts between the motor carrier and its insurance carrier at the mediation session. If

insurmountable conflicts arise between the insurer and motor carrier because of these

considerations, defense counsel must address and resolve the conflicts in representation

before attending the mediation. (Georgia Rules of Professional Conduct, Rules 1.7 &

1.8).

In cases involving self-insured motor carriers, it is advisable to know the

client’s internal claims handling structure. Many self-insured motor carriers will utilize a

third party administrator to perform investigative and claims functions. There also may

be an in-house claims department and/or in-house attorney involvement in the handling

of claims. It is important that the defense counsel know the identity and relationships of

the decision-makers early in the claim process.

2. Know the Motor Carrier’s and Driver’s Backgrounds

Inadequate research into the background of the motor carrier or its driver can

have disastrous implications at mediation. Federal and State authorities regulate motor

carriers and their drivers. As a result of governmental regulations, extensive record

keeping requirements are imposed upon the motor carrier. Those record keeping

requirements include registers of prior accidents (49 C.F.R. 390.15), driver qualification

files (49 C.F.R. 391.51), driver logs (49 C.F.R. 395) and vehicle inspection files (49

C.F.R. 396.3). In addition, the Federal highway Administration has a web site

(www.safersys.org) that sets forth a great deal of information about motor carriers. That

information includes the carrier’s safety rating, D.O.T. inspection reports, accident

information, and out of service information. This information is readily available to

anyone, and is information that defense counsel should explore and discuss with the

client prior to any mediation in order to avoid any surprises at mediation.

Truck drivers present an interesting client for the defense counsel. It is

advisable to obtain a motor vehicle report on the driver, as well as a criminal background

check in order to be fully aware of the drivers background information. Generally,

drivers do not care to attend mediations of cases. However, in cases where your driver

defies the stereotype, it may be advisable to have them present to impress the opposition

with their appearance.

3. Know the Law

The motor carrier claim involves issues of state law, federal law and

administrative regulations. It is important that the defense counsel be fully aware of all

legal principles applicable to the motor carrier, its driver, and its insurer. Mediation is not

the time to be educated on applicable federal regulations on driver’s hours of service,

logbooks, or vehicles inspections. Most of the regulations are found in Tile 49 of the

C.F.R. and Georgia Public Service Commission Regulations. Titles 40 and 46 of the

Official Code of Georgia Annotated outline most of the state statutes governing the rules

of the road and insurance issues. There are numerous appellate decisions regarding the

specific issues relating to motor carriers and their drivers.

4. Know the Accident

It is important that defense counsel have a thorough appreciation for the disputed

and undisputed facts of the accident. Although photographs of the scene are helpful, it is

important that the defense counsel consider a trip to the scene to make personal

observations of the lay of the land and conditions of the roadway. In cases involving

sight distances or conspicuity issues, consider taking videotapes of the scene from the

participant’s viewpoint for use in the mediation. Scale diagrams and computer re-

enactment are also beneficial in conveying the facts of the accident to the mediator, and

more importantly, to the plaintiff.

In general, most motor carrier cases involve issues of sight distance, speed, and

stopping distance. The use of demonstrative aids showing accident reconstruction

engineer’s calculations of speed, stopping distance, and sight distance can be useful in

mediation in showing the plaintiff how strong your case will be at trial.

In cases involving disputed witness testimony, the use of charts showing

deposition testimony or witness written statements can be useful in putting the plaintiff

on notice of the strengths of your argument.

Defense counsel must advise the insurer or motor carrier claims person of

unfavorable evidence prior to the mediation in order that sufficient consideration can be

given to that information.

5. Know the Injuries and Medicine

Since most motor carrier cases involve significant injuries, the defense attorney

must diligently investigate all of the alleged injuries. All prior medical records must be

obtained and thoroughly reviewed prior to mediation. Chronological summaries of

medical information is a benefit to all persons involved in mediation in that it allows the

absorption of vast amounts of data in a reasonable and logical fashion.

Consideration should be given to preparing exhibits to showcase favorable

medical records at the mediation. Important medical witnesses should be interviewed,

and either affidavits or depositions taken to present at mediation. If Independent Medical

Exams are warranted, do them well in advance of mediation so that all parties are

provided with the reports in sufficient time to digest the information.

Likewise, defense counsel must prepare the insurer or motor carrier claim person

for the impact of unfavorable medical evidence. Ignoring significant medical issues will

not make them go away at mediation.

6. Defend against the Lottery Mentality

Many plaintiffs and many attorneys believe that every motor carrier case is their

road to riches. Motor Carriers are required by law to carry significant insurance coverage,

usually over $750,000. Those levels of coverage make many lawyers see dollar signs on

cases that only warrant cents. The insurance coverage combined with the mere presence

of a big truck leads to unrealistic expectations on the part of plaintiffs and their attorneys.

Defense counsel must be prepared to address those misconceptions with the mediator and

plaintiffs. Counsel must be prepared to remind the parties that the injuries are what

determine the value of the case, not necessarily the mechanism of injury. A $50,000

injury is only worth $50,000, regardless of the fact that a truck with $1,000,000 in

insurance coverage caused the wreck. Every trucking case is not a punitive damage case.

The plaintiff must be made to understand that the motor carrier’s insurer is experienced in

trying trucking cases, and that there is no novelty in doing so from their perspective.

Jury verdict research is an important tool for use by the defense counsel in

educating his clients, the mediator, opposing counsel, and the plaintiff. Many resources,

including the Fulton Daily Report, provide synopsis of verdicts statewide. Those are

invaluable in “proving” the value of a case.

7. Have Settlement Authority

It is essential for a person with appropriate settlement authority to be present or

available at mediation. I prefer to have them there in person. If not there in person, have

them participate by speaker phone. However, it is imperative that the people who make

the decision have sufficient authority to settle the case if appropriate. No case ever settled

with inadequate settlement authority participating at the mediation.

8. Mediation Strategy

It is important for the defense counsel to discuss general mediation strategy with

the insurer or motor carrier claim person before the mediation. Because most claim

persons involved in motor carrier claims have a high level of claims experience and

sophistication, they will many times insist on doing all of the negotiation themselves.

Usually, they will discuss in general terms the input they desire from defense counsel.

Regardless of the manner of negotiation, it is important for there to be lines of authority

set forth before commencement of the mediation.

9. Be Prepared to Say NO

In motor carrier cases, it arises more often than in other cases that the settlement

demands are beyond what the carrier is prepared to pay to settle the case. The carrier and

counsel must be prepared to respectfully decline to continue to negotiate where it appears

that no progress is being reasonably made at mediation. The motor carrier must be

prepared to impress upon the plaintiff and his counsel their willingness to try the case.

Many cases settle in the days after mediations when the parties have had an opportunity

to reconsider their positions upon cool reflection.

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