Roberge v. Travelers Prop. Casualty Co. of America
CourtCourt of Appeals for the First Circuit
Date FiledSeptember 11, 2026
Docket24-1040
StatusPublished
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Full Opinion
United States Court of Appeals
For the First Circuit
No. 24-1040
CYNTHIA A. ROBERGE,
Plaintiff, Appellant,
v.
TRAVELERS PROPERTY CASUALTY COMPANY OF AMERICA,
Defendant, Appellant.
APPEAL FROM THE UNITED STATES DISTRICT COURT
FOR THE DISTRICT OF RHODE ISLAND
[Hon. John J. McConnell, Jr., U.S. District Judge]
Before
Barron, Chief Judge,
Thompson and Gelpí, Circuit Judges.
James S. D'Ambra, with whom Wayne G. Resmini and Resmini Law
LLC were on brief for appellant.
James S. D'Ambra, Rice Dolan & Kershaw, Wayne G. Resmini, and
Resmini Law LLC were on supplemental brief, for appellant.
Jessica M. Savino, with whom John P. Graceffa and Morrison
Mahoney LLP were on brief, for appellee.
Jessica M. Savino and Morrison Mahoney LLP were on
supplemental brief, for appellee.
September 11, 2026
THOMPSON, Circuit Judge. Novel questions of state law
are often best left to state courts. Cynthia Roberge's case
against Travelers Property Casualty Company of America
("Travelers"), who insured the State of Rhode Island (Roberge's
former employer), posed two such questions concerning her
eligibility for uninsured/underinsured motorist ("UM/UIM")
coverage to recover for injuries resulting from a car accident.
So, we certified two unresolved insurance law questions to the
Rhode Island Supreme Court. 112 F.4th 45 (1st Cir. 2024) ("Roberge
I"). And that court recently answered those questions. 356 A.3d
293 (R.I. 2026) ("Roberge II"). We assume the reader's familiarity
with these decisions. Now, the case is back to us to determine
whether the Rhode Island Supreme Court's answers to our certified
questions require that we affirm the district court's decision
granting Travelers summary judgment. For the reasons we'll get
into below, we conclude they do.
How We Got Here
As the reader may recall, in October 2018, Roberge was
in a car accident with an underinsured driver. She was acting
within the scope of her employment for the State at the time of
the accident, but she was driving her personal car because no State
car was available. Roberge was injured in the accident and hasn't
been able to return to work.
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But long before that, back in January 2004, Travelers
issued an insurance policy (which we dub "the Policy") to the
State. The "State of Rhode Island" was the named insured, and the
Policy was continuously renewed and was in effect at the time of
the accident. The Policy limits UM/UIM coverage to "[a]nyone
'occupying' a covered 'auto' or a temporary substitute for a
covered 'auto.'"
After the accident, Roberge made a claim against
Travelers for UM/UIM coverage. Travelers denied coverage in
September 2019, and reasserted its denial in December 2019 and
October 2020. In its denials, Travelers explained that Roberge
was not owed UM/UIM coverage under the Policy because she was
driving her own car at the time of the accident and, therefore,
was not driving a "covered 'auto'" and was not considered an
"[i]nsured."
Roberge doesn't dispute that this is correct under the
text of the Policy, see Roberge I, 112 F.4th at 50, but she thinks
that under Rhode Island law, she's entitled to UM/UIM coverage
anyway. So she sued in Providence County Superior Court.
Her complaint raised the following claims:
• Count I: a breach of contract claim;
• Count II: a declaratory judgment that she was a
named insured under the Policy;
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• Count III: a declaratory judgment that the Policy
offered her coverage up to $1,000,000;
• Count IV: a declaratory judgment that Travelers'
acts were malicious in its denial of coverage and
entitled her to punitive damages; and
• Count V: a bad faith claim.
Travelers timely removed the case to federal court on
the basis of diversity. Later, it moved for summary judgment on
all counts, arguing that Roberge wasn't entitled to UM/UIM coverage
under the Policy or under Rhode Island insurance law. Roberge
filed a cross-motion for summary judgment on only Counts I-III.
There, she argued that she was entitled to UM/UIM coverage,
notwithstanding the Policy's language, based on the Rhode Island
Supreme Court's decision in Martinelli v. Travelers Ins. Cos., 687
A.2d 443 (R.I. 1996),1 or, alternatively, based on the Rhode Island
Uninsured Motorist Statute, R.I. Gen. Laws § 27-7-2.1.2 Not buying
1 While we won't get into all the details here (for more on
that, read our prior decision and the Rhode Island Supreme Court's
answers to our certified questions), in Martinelli, the Rhode
Island Supreme Court determined a plaintiff was not entitled to
UM/UIM coverage, but noted that it was not "foreclos[ing] the
possibility that in different circumstances this Court could
conclude that an individual shareholder or employer might be
eligible for uninsured-motorist coverage under a policy that
listed the corporation as the named insured." 687 A.2d at 446.
2 To put it simply, this statute requires that insurers
provide UM/UIM coverage in an amount equal to the policy's
liability coverage limits (unless the insured specifically selects
a lesser amount). See R.I. Gen. Laws § 27-7-2.1. Here again, the
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these arguments, the district court granted Travelers summary
judgment (and denied Roberge the same).
For the reasons recorded in our prior opinion, we
certified two questions to the Rhode Island Supreme Court:
(1) In light of Martinelli v. Travelers Ins. Cos., 687 A.2d
443 (R.I. 1996), and Rhode Island law, must an employee,
who is operating her own personal vehicle while in the
scope of her employment, be considered a named insured
under her employer's auto insurance policy, despite
policy language to the contrary?
(2) Does it violate the Rhode Island Uninsured Motorist
Statute, R.I. Gen. Laws § 27-7-2.1, and Rhode Island
public policy when an employer's auto insurance policy
provides liability coverage to employees in the scope of
their employment, but does not provide UM/UIM coverage
to employees in the scope of their employment based upon
the auto involved?
Roberge I, 112 F.4th at 60-61.
That court recently answered no to both questions
(though it did so by a divided vote).3 On question (1), it held
reader can look back at our prior decision and the Rhode Island
Supreme Court's answers to our certified questions for more detail.
3 The dissent isn't relevant for our purposes, but for those
curious, Justice Robinson focused on the first certified question
and argued that the majority rendered the Martinelli exception
"far too narrow[]." Roberge II, 356 A.3d at 305 (Robinson, J.,
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that "Roberge is not entitled to UM/UIM benefits as a 'named
insured'" under the Policy. Roberge II, 356 A.3d at 301. It
reasoned that the so-called Martinelli exception does not apply to
all employees acting within the scope of their
employment -- particularly where their employer is a government
entity with over 17,000 employees (as is the case here). Id. at
299-300. Instead, "[t]he policy's text is . . . the cornerstone."
Id. at 301. On question (2), it held that Roberge is not entitled
to UM/UIM coverage under the Policy because the Rhode Island
Uninsured Motorist Statute "requires an insurer to extend
uninsured motorist coverage to the insured only when the issued
policy provides primary coverage for the insured motor vehicle."
Id. at 303.
After the Rhode Island Supreme Court weighed in, we
ordered the parties to show cause why the district court's order
granting Travelers' motion for summary judgment and denying
Roberge's motion for partial summary judgment should not be
summarily affirmed. Roberge argued that, despite the ruling, she's
entitled to UM/UIM coverage. Unsurprisingly, Travelers disagreed.
dissenting); see id. at 304 n.1. He described it as "fundamentally
unfair and contrary to the liberal spirit of Rhode Island's
approach to UM/UIM coverage to deprive Ms. Roberge of such coverage
simply because other employees had exhausted the availability of
State cars on that particular day." Id. at 307.
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And with supplementary briefing in hand, we are prepared to do our
appellate work (again).
Standard of Review
As we previously explained, we review the grant of
summary judgment de novo (i.e., without deference to the district
court's views). MacRae v. Mattos, 106 F.4th 122, 132 (1st Cir.
2024). In doing so, "we assess the facts in the light most
flattering to the nonmovant and draw all reasonable inferences on
its behalf." R.I. Truck Ctr., LLC v. Daimler Trucks N. Am., LLC,
92 F.4th 330, 346 (1st Cir. 2024) (citation omitted). This lens
and mode of analysis do not change where the parties file cross-
motions for summary judgment (as is the case here). Rather, we
simply review each motion "separately, drawing facts and
inferences in favor of the non-moving party." Scottsdale Ins. Co.
v. United Rentals (N. Am.), Inc., 977 F.3d 69, 72 (1st Cir. 2020).
The Issues
Roberge offers a few reasons why the Rhode Island Supreme
Court's decision shouldn't control the outcome of her case. We'll
discuss each in turn, but spoiler alert: none of her arguments are
persuasive.
First, Roberge argues that Travelers waived its defense
that she is not entitled to UM/UIM coverage because the Policy was
not her "primary" policy by never raising it when it initially
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denied coverage.4 Under Rhode Island law, an insurer must
"promptly provide a reasonable and accurate explanation" for its
denial of an insurance claim. R.I. Gen. Laws § 27-9.1-4(a)(12).
And it's true that when an insurer denies a claim based on "a
specific provision, condition, or exclusion" it must reference
"such provision, condition, or exclusion" in its denial. Optical
Works & Logistics, LLC v. Sentinel Ins. Co., 525 F. Supp. 3d 295,
301 (D.R.I. 2021) (citation omitted).5
But Travelers pushes back, arguing that it fulfilled its
obligation with the appropriate specificity. Its letters
declining coverage stated that Roberge was not entitled to coverage
because she was "operating her own motor vehicle at the time of
the loss, and not a vehicle owned by the State of Rhode Island,"
(the named insured) and she "is not the 'you' and 'your' as
described [in] the policy" and cited the specific provisions of
the Policy that were relevant. Travelers says this makes the basis
4 Instead, Travelers relied on its own policy provisions in
its denial letters and did not explain why the Rhode Island UM/UIM
statute did not apply.
5 Optical Works applied the "mend the hold" doctrine to Rhode
Island insurance law. Id. at 301 n.7. This limits a contracting
party's defenses for nonperformance to those based on explanations
given at the time of the nonperformance. In other words, an
insurance carrier, when pressing a summary judgment motion, cannot
rely on later acquired information not presented in its denial of
a claim. Id.
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for the denial clear and thus is sufficient under Rhode Island
law. We agree.
As Travelers highlights in a Fed. R. App. P. 28(j)
letter, the Rhode Island Supreme Court recently considered and
rejected a similar argument. Like us, it concluded an insurer
(also, coincidentally, Travelers) did not waive a defense to an
argument regarding expanded coverage where (1) it cited the
specific policy provisions on which it based its denial and (2) it
"did not rely on any 'later acquired information' in its motion
for summary judgment that was not presented in its denial letters."
Horsman v. Travelers Prop. Cas. Co. of Am., No. 2025-247-APPEAL.,
2026 WL 2198531, at *3 (R.I. July 30, 2026).
Horsman's discussion of Skaling v. Aetna Ins. Co., 799
A.2d 997, 1011 (R.I. 2002), which Roberge relies on, is
instructive. It explained that Skaling "established certain
guidelines that insurers doing business in the State of Rhode
Island must adhere to when denying an insured's claim." Horsman,
2026 WL 2198531, at *3. These include "an implied obligation to
promptly and fully respond to their insured, to investigate a claim
and to subject that claim to appropriate review" and "a
responsibility to assemble all the facts necessary for a fair and
comprehensive investigation before it refuses to pay a claim and
[to] not base a defense to bad faith on later acquired
information." Id. (quoting Skaling, 799 A.2d at 1010). Moreover,
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the decision of the insurer "to deny a claim . . . must be judged
by what was before it at the time the decision was made." Id.
(quoting Skaling, 799 A.2d at 1011). With this guidance in mind,
we cannot conclude, based on the circumstances here, that Travelers
breached its obligations as set forth in Skaling. In denying
Roberge's claim for UM/UIM coverage, it focused like a laser on
the policy language itself and explained, in three separate
detailed communications, why Travelers' interpretation of the
policy excluded Roberge as a covered person.
Roberge's further contention that she should prevail
because Travelers' denial of coverage letters failed to cite its
defense to her personal interpretation of Rhode Island's UM/UIM
statute is not reasonably supported by law. See id. ("[T]he
appropriate inquiry is whether there is sufficient evidence from
which reasonable minds could conclude that in the investigation,
evaluation, and processing of the claim, the insurer acted
unreasonably and either knew or was conscious of the fact that its
conduct was unreasonable." (alteration in original) (quoting
Skaling, 799 A.2d at 1009)). Roberge develops no argument that
her interpretation of the UM/UIM statute might reasonably be viewed
as so obvious as to put Travelers on notice of it, meaning
Travelers acted "unreasonably" and must have been "conscious of
the fact that its conduct was unreasonable." See id. Accordingly,
to find in Roberge's favor would impose upon insurers, when
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evaluating a claim and communicating a policy coverage position,
an obligation to anticipate and address every argument a litigant
might conjure up. Again, we do not view Rhode Island law as
imposing such a burden.
And Roberge's reliance on this Court's decision in
Briere v. National Union Fire Ins. Co. of Pittsburgh, 116 F.4th
32, 35 (1st Cir. 2024), does not persuade to the contrary. In
that case, we found that an insurer had waived a defense that § 27-
7-2.1(a) did not apply because the policy at issue had not been
"delivered or issued for delivery" in Rhode Island. Id. at 33-
34. The insurer's denial of the claim there was a single sentence
and didn't cite to specific provisions of the policy or explain
its factual basis for denying the claim. Id. at 34-35. By
contrast, and to repeat, the denials here cite the specific
provisions on which they are based and identify Travelers' reason
for denying coverage -- the same reason Travelers offered to the
court: Roberge wasn't "insured" under the unambiguous language of
the Policy.6
Travelers' defense isn't waived.7
6We additionally note that, unlike the plaintiff in Briere,
Roberge does not suggest that she made her statutory argument for
expanded coverage under the UM/UIM statute in her pre-suit demand
letters (in fact, her demand letters aren't part of the record on
appeal). Id. at 35. So we don't address whether Travelers would
have needed to respond to such an argument in its denial letters,
if noticed.
7 Because Travelers hasn't waived its defense, we won't get
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Second, Roberge argues that by limiting UM/UIM coverage
to State-owned autos, Travelers unlawfully denied coverage,
voiding the Policy and requiring it to be reformed to the
$1,000,000 liability limit. Travelers says this sounds like the
argument the Rhode Island Supreme Court already rejected in its
answer to our second certified question. It's right. Roberge II,
356 A.3d at 302. ("Roberge contends that even if this Court
determines that she was not occupying a 'covered auto' under the
Travelers Policy, she should nonetheless be entitled to UM/UIM
coverage pursuant to § 27-7-2.1 because the Policy would have
provided her liability coverage if she were the cause of the
subject accident. . . . We disagree.")
Roberge isn't convinced. Here's what she thinks: under
R.I. Gen. Laws § 27-7-2.1(b), the named insured can reject UM/UIM
coverage in writing. Roberge says that because Travelers never
obtained a signed rejection form from the State indicating UM/UIM
coverage was rejected for all vehicles other than State-owned
autos, it never actually rejected coverage for these vehicles.
The key problem with her argument, in our view, is that
it's illogical to require a signed rejection form to disclaim
coverage that the insured has already rejected -- requiring as
much would effectively nullify the Rhode Island Supreme Court's
into the thornier question of whether waiver can expand coverage
under the Policy.
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decision that UM/UIM coverage isn't mandated in this instance. As
it explained, "[s]ection 27-7-2.1 acts as a safeguard for persons
who are entitled to coverage under a policy as 'insureds.' It
does not, however, serve to circumvent clear policy language and
extend coverage to those, like Roberge, who have explicitly been
restricted from . . . coverage based on the auto involved."
Roberge II, 356 A.3d at 303. In short, Roberge asks us to require
coverage despite clear policy language to the contrary and despite
the Rhode Island Supreme Court's instruction that we do not.
Mindful that our role is to settle a dispute about Rhode Island
law the way the Rhode Island Supreme Court would settle it, we
decline that invitation.8
Third, Roberge makes two additional separate but related
arguments which we'll tackle together. She urges that Travelers
violated R.I. Gen. Laws § 27-7-2.1(d) and 230 R.I.C.R. 20-05-
1.5(C). Each of those requires an insurance company to notify the
named insured of the availability of UM/UIM coverage "in an amount
8 Roberge says that requiring coverage in the absence of a
signed rejection form is in line with other jurisdictions'
decisions. See Slupski v. Nationwide Mut. Ins. Co., 801 F. App'x.
850 (3rd Cir. 2020); Vasseur v. St. Paul Mut. Ins. Co., 473 S.E.
2d. 15 (N.C. App. 1996). As Travelers observes, while these could
be persuasive if the Rhode Island Supreme Court hadn't weighed in
on the meaning of the statute, now that it has, we can't ignore
its guidance just because other states do it differently. If
anything, Slupski and Vasseur suggest that signed rejection forms
are necessary to opt out of state mandated coverage -- not to opt
out of coverage that isn't mandated in the first instance. See
Slupksi, 801 F. App'x at 853-54, Vasseur, 473 S.E. 2d at 16-18.
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equal to the insured's bodily injury liability limits" any time
the policy is "renew[ed], reinstate[d], substitute[d], amended,
altered, modified, transfer[red] or replace[d]." Ferreira v.
Integron Nat. Ins. Co., 809 A.2d 1098, 1100-01 (R.I. 2002) (quoting
R.I. Gen. Laws § 27-7-2.1(d)); see 230 R.I.C.R. 20-05-1.5(C).
Roberge says Travelers violated this requirement several times: by
renewing the Policy on February 1, 2008, and by modifying the
Policy through change endorsements on three different days in 2018
-- March 6, April 25, and May 15 -- all without notifying the State
of the availability of UM/UIM coverage.
The problem, as Travelers explains, is that she doesn't
cite any evidence to support this claim.9 Rule 56 requires a party
moving for summary judgment or opposing another party's motion for
summary judgment to cite specific facts in the record to support
her assertions; it also permits a court to grant summary judgment
in the absence of such evidence. Fed. R. Civ. P. 56(c),(e). We've
said many times that, at summary judgment, parties have
"evidentiary obligations" to "put up or shut up." United States
9The only evidence we do have is Travelers' managing
director's affidavit stating that Travelers notified the State of
the option to purchase UM/UIM coverage at each renewal of the
Policy following the November 9, 2016 modification. This isn't
quite on point since it doesn't tell us whether Travelers notified
the State at the time of the change endorsements or the 2008
renewal. Ultimately, however, it doesn't matter: without any
evidence suggesting the State wasn't notified, Roberge can't win
at summary judgment.
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ex rel. Omni Healthcare Inc. v. MD Spine Sols. LLC, 160 F.4th 248,
265 (1st Cir. 2025). Here, Roberge's conclusory allegations simply
aren't enough of a "put up" and thus don't provide a basis to
disturb the district court's decision.10
Conclusion
For the reasons above, we affirm the district court's
decision granting Travelers' motion for summary judgment as to all
counts and denying Roberge's motion for partial summary judgment.11
So ordered.
10 Roberge notes that an insurer is obligated to comply with
the notification requirement "irrespective of the insured's intent
as to whether or not it wants greater coverage . . . . " (Emphasis
omitted); see Fama v. Prudential Prop. & Cas. Ins. Co., 694 A.2d
741, 742 (R.I. 1997) (per curiam). We don't disagree, but we again
note that Roberge hasn't established breach of the notification
requirement.
11 In this appeal, Roberge doesn't delineate her arguments
with respect to the specific counts. She also offers no reason to
disturb the district court's holdings as to Count IV (punitive
damages) and Count V (bad faith). For the reasons articulated in
this opinion, and in the Rhode Island Supreme Court's answers to
our certified questions, Roberge hasn't provided any persuasive
reason to reverse the district court's conclusions as to any of
the five counts.
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