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Insurance,
Civil Rights,
California Courts of Appeal

Oct. 1, 2020

Ruling on when insurance agent ‘experts’ assume special duties

For more than two decades, California courts have recognized that one of the three ways an insurance agent broadens the generally narrow duties owed to insured is by “holding out” himself as an expert.

Samuel Bruchey

Partner
Shernoff Bidart Echeverria LLP

301 N Canon Drive
Beverly Hills , CA 90210

Email: sbruchey@shernoff.com

For more than two decades, California courts have recognized that one of the three ways an insurance agent broadens the generally narrow duties owed to insured is by "holding out" himself as an expert.

What that phrase means, precisely, and what steps a court undertakes to determine if an agent assumes special duties by holding out as an expert, have never been entirely clear.

Last month, however, ...

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