This is a complete course of study providing education and training to enable the student to learn how to conduct a thorough and complete interview using techniques (both the art and the science) developed over the last few centuries.  It explains how the insurance professional can obtain the information needed to determine whether an insured is appropriate to insure and all information needed to resolve a claim is collected.  

The Course covers the following:

  1. The need for a well performed interview.
  2. How to obtain the information that is needed by an insurance professional.
  3. Why the tort of bad faith was created.
  4. Why insurance interviewing is an art.
  5. Why insurance interviewing is a scientific endeavor.
  6. Understanding how to deal with disparate types of interviewees.
  7. Understanding the difficulty to lie consistently.
  8. Controlling the interview.
  9. How to avoid prejudice to block the truth.
  10. How to be an effective interviewer.
  11. The need to establish rapport.
  12. The six key questions to every interview.
  13. Preparing for the interview.
  14. Conducting the interview.
  15. Understanding the mutability of memory.
Learning Objectives
  • Discover what a statement is and how it is important to an insurance professional.
  • Explore how liability insurers can obtain sufficient information to deal with a claim against an insured.
  • Identify the various means by which an insured innocently provide false information.
  • Discover that every interview starts with six questions: Who? What? Why? Where? When? and How?
  • Discover that the interview is both an art form and a scientific pursuit.
  • Discover that the insurance professional is an expert in obtaining information from insureds and claimants by proper use of interview techniques.
  • Explore the various approaches to obtaining information by an interview. 
Last updated/reviewed: August 5, 2023

Included In Certifications

This course is included in the following Certification Programs:

15 CoursesCorporate Liability Insurance Certification

  1. Corporate Liability Insurance: Excellence in Claims Handling
  2. How to Acquire a Policy of Third Party Liability Insurance
  3. How to Read and Understand a Liability Insurance Policy
  4. The Necessity For An Honest And Complete Application For Insurance
  5. The Basics of the Law of Contracts for the Insurance Professional
  6. The Law of Torts
  7. Ethics for the Corporate Liability Insurance Professional
  8. The Covenant of Good Faith and Fair Dealing
  9. Interviewing Techniques For The Corporate Liability Insurance Professional
  10. Corporate Liability Insurance Fraud Prevention
  11. Corporate Liability Insurance: Rescission - An Equitable Remedy
  12. The Duties Of An Insured Presenting A Third Party Bodily Injury and Property Damage Claim
  13. The Statement And the Investigation of Third Party Liability Insurance Claim
  14. Compliance with Good Faith Settlement Practices Regulations
  15. Corporate Liability Insurance: Millions For Defense Not A Dime For Tribute
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 Syllabus
  Introduction to Course 8 - Interviewing Techniques For The Corporate Liability Insurance Professional10:01
  Interviewing as an Art Form13:40
  Interviewing as an Art Form (Continued)8:50
  Controlling the Interview16:28
  Preparing for the Interview11:31
  Preparing for the New Interview Cont'd10:36
  The Mutability of Memory11:13
  Course 8 - Interviewing Techniques For The Corporate Liability Insurance Professional1:22:20
  Slides: Interviewing Techniques For The Corporate Liability Insurance ProfessionalPDF
  Interviewing Techniques For The Corporate Liability Insurance Professional Glossary/IndexPDF