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.

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