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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