Claims Investigation


When a loss occurs, it is the claims adjuster's duty to deliver the promises made by the insurance company to the insured under the insurance policy. A critical step in delivering these promises is the investigation and documentation of the claim.

This course provides a detailed overview of claims investigation and documentation. The course explains how investigation fits into the overall life cycle of a property or liability claim and explores common sources of information that are used in investigating claims, including statements and interviews.

Learning Objectives

Upon completion of this course, students will be able to:

  • plan and conduct a proper and timely claims investigation utilizing the appropriate steps, effective methodologies, and reliable sources
  • apply information gathered during investigation to the insurance policy provisions and determine if the loss is covered
  • determine the most appropriate method for proper file documentation
  • describe the various forms of documentation that can be included in a claim file

Designed For

Claims adjusters; property and casualty agents and brokers
International Risk Management Institute, Inc. (IRMI) is the premier provider of risk and insurance continuing education and reference publications, and is considered the ultimate authority by leading insurance practitioners. Written by industry experts, IRMI courses provide the most up-to-date, practical and reliable information possible.

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