Claims Investigation

Overview

When a loss occurs, the claims adjuster ensures the insurance company fulfills its promises to the insured. A key part of this is investigating and documenting the claim. This course offers a detailed overview of claims investigation and documentation, explaining its role in the claim life cycle and exploring common information sources like statements and interviews.

Learning Objectives

  • 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

Property and casualty insurance agents, brokers, and adjusters at any level in their career
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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Regulator

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