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Duration: 1.5 Hours
Level: Intermediate
CPE Not Available
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Expert Certifications

This course explains the methods used by insurance claims and investigative personnel to obtain as much material information available to the insured and witnesses. The course discusses that interviews happen everywhere to everyone. The insurance professional will use techniques first developed by police and military authorities who conduct interrogations, though taking the concept of interrogation and turning it into softer and more informal interviews. The insurance professional uses various techniques for obtaining information. 

The course covers the following:

  1. What is the interview?
  2. When is the interview a scientific exercise?
  3. When is the interview an art form?
  4. What is the purpose of the insurance interview?
  5. How does the interviewer prepare?
  6. What is important about body language?
  7. How does the interviewer obtain control of the interview?
  8. Obligations of insurers when insurance fraud is suspected.

Learning Objectives

  • Explore the interview process and how it is used by an insurance professional.
  • Explore the various methods used by an interviewer to obtain information.
  • Explore the difference between the scientific and artistic methods of interview.
  • Identify how the interviewer prepares for an interview.
  • Identify how the location of an interview can affect the interview.
  • Identify how an interview is the basis of an insurance fraud investigation.  


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
  3:24Introduction to Interviewing Techniques for the Insurance Professional
  12:28Information is Indispensable to an Insurer
  8:32The Art of the Interview
  11:23Preparing for the Interview
  12:18Interview Corroboration
  13:09The Interviewer Discloses as Little Information as Possible
  14:08Prejudice Blocks the Truth
  11:11Six Key Interview Questions
  1:26:34Interviewing Techniques for the Insurance Professional
  PDFSlides: Interviewing Techniques for the Insurance Professional
  PDFInterviewing Techniques for the Insurance Professional Glossary