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Duration: 1.5 Hours
Level: Intermediate
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Expert Certifications

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. 


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

Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 ext. 106, or send an e-mail to .
Course Syllabus
  10:01Introduction to Course 8 - Interviewing Techniques For The Corporate Liability Insurance Professional
  13:40Interviewing as an Art Form
  8:50Interviewing as an Art Form (Continued)
  16:28Controlling the Interview
  11:31Preparing for the Interview
  10:37Preparing for the New Interview Cont'd
  11:13The Mutability of Memory
  1:22:21Course 8 - Interviewing Techniques For The Corporate Liability Insurance Professional
  PDFSlides: Interviewing Techniques For The Corporate Liability Insurance Professional
  PDFInterviewing Techniques For The Corporate Liability Insurance Professional Glossary/Index