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Interviewing Techniques for the Insurance Professional

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1.5 Hours (On-Demand)
CPE Not Available

This course is a premium course it can be accessed either by individual purchase or through a premium subscription

Purchase this course | $54

This course explains the methods used by insurance claims and investigative personnel to obtain as much material information available to the insured and witnesses. The course discusses that interviews happen everywhere to everyone. The insurance professional will use techniques first developed by police and military authorities who conduct interrogations, though taking the concept of interrogation and turning it into softer and more informal interviews. The insurance professional uses various techniques for obtaining information. 

The course covers the following:

  1. What is the interview?
  2. When is the interview a scientific exercise?
  3. When is the interview an art form?
  4. What is the purpose of the insurance interview?
  5. How does the interviewer prepare?
  6. What is important about body language?
  7. How does the interviewer obtain control of the interview?
  8. Obligations of insurers when insurance fraud is suspected.
Learning Objectives
  • Explore the interview process and how it is used by an insurance professional.
  • Explore the various methods used by an interviewer to obtain information.
  • Explore the difference between the scientific and artistic methods of interview.
  • Identify how the interviewer prepares for an interview.
  • Identify how the location of an interview can affect the interview.
  • Identify how an interview is the basis of an insurance fraud investigation.  
Last updated/reviewed: March 23, 2024

Included In Certifications

This course is included in the following Certification Programs:

16 CoursesCorporate Property Insurance Certification

  1. Introduction: Excellence in Claims Handling
  2. How to Acquire a First-Party Property Insurance Policy
  3. How to Read and Understand an Insurance Policy
  4. The Necessity of an Honest and Complete Insurance Application
  5. The Basics of the Law of Contracts for the Insurance Professional
  6. Ethics for the Insurance Professional
  7. What is the Problem with Fraud?
  8. Interviewing Techniques for the Insurance Professional
  9. Investigation of a First-Party Property Insurance Claim
  10. The Creation of a Scope, Statement, and Proof of Loss
  11. The Duties of an Insured Presenting a First-Party Property Claim
  12. The Insurance Examination under Oath (EUO)
  13. Insurance Fraud Prevention
  14. Compliance with Special Investigation Unit Regulations
  15. Compliance with Good Faith Settlement Practices Regulations
  16. The Obligations of a Public Insurance Adjuster
Prerequisites
Course Complexity: Intermediate

No Advanced Preparation or Prerequisites are needed for this course. However, it is recommended to take the other courses in the series prior to completing this one.

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
  Course Overview CPE
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction to Interviewing Techniques for the Insurance Professional3:24
  Information is Indispensable to an Insurer12:27
  The Art of the Interview8:32
  Preparing for the Interview11:23
  Interview Corroboration12:17
  The Interviewer Discloses as Little Information as Possible13:09
  Prejudice Blocks the Truth14:08
  Six Key Interview Questions11:10
CONTINUOUS PLAY
  Interviewing Techniques for the Insurance Professional1:26:33
SUPPORTING MATERIALS
  Slides: Interviewing Techniques for the Insurance ProfessionalPDF
  Interviewing Techniques for the Insurance Professional GlossaryPDF
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam