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.
SKU *: crs-1639383
Sell price $: 36.00
Course Author: Barry Zalma
Authored on: 2017-06-08 09:36:34 -0700
Course Short Description:

This course explores thorough and complete interview techniques developed over the last few centuries to use the art and science of interview

credit Hours: 1.5
CPE Credits Awarded *: 0
Approval Status: - None -
Course is for: ** Main Course Library **
Course Duration: 1.5
Complexity of Content: Intermediate
Suppress in lists: No
Last Updated/Reviewed Date: March 23, 2024
Course Topic: Corporate Liability Insurance, Enterprise Risk Management (ERM), Interviewing
Prerequisitses:

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.

Learning Objective:
  • 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. 
Learning Tags:

ERM

Course Type: CPE Course
Format: On Demand
Audit & Accounting: No
Careers: No
Ethics (NASBA): No
Excel: No
Finance: No
Human Resources (HR): No
Internal Audit: No
Leadership & Management: No
Marketing: No
Operations: Yes
Productivity & Tech: No
Risk Management: Yes
Sales: No
Tax: No
Field of Study: - None -
Other: No
CPA: No
CPD-IES7: No
CPD-IES8: No
CMA: No
CFE: No
Yellow Book: No
CGFM: No
CIA: No
CRMA: No
CPP: No
FPC: No
CTP: No
FP&A: No
CISM: No
CRISC: No
CISA: No
CIST: No
CRFS: No
SHRM-CP: No
SHRM-SCP: No
PHR: No
SPHR: No
GPHR: No
aPHR: No
PHRca: No
PHRi: No
SPHRi: No
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*Prerequisites:

No advanced preparation or prerequisites are required for this course.

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~Credit Details:
Approved by APAThis activity,   ID No. 19 ILL 000   has been approved for  1.0 Recertification Credit Hour(s) toward CPP recertification through the American Payroll Association (APA). Please make note of the Course Code on your CPP Recertification Log. For more information about certification or recertification, please visit the APA website at   www.americanpayroll.org.
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Approved by APA This activity,   ID No. 19 ILL 000   has been approved for  1.0 Recertification Credit Hour(s) toward RCH recertification through the American Payroll Association (APA). Please make note of the Course Code on your FPC Recertification Log. For more information about certification or recertification, please visit the APA website at   www.americanpayroll.org.
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~Credit Details:
pre-approved by IRSThis activity,   ID No. XXXXXX has been approved for  #### CPE credit hours toward IRS Enrolled Agent (EA) continuing education requirements. In accordance with the standards set forth in Circular 230 section 10.6, CE credits have been granted based on a 50-minute hour.
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<table width="100%" border="0" cellspacing="0" cellpadding="5"><tbody><tr><td><img src="https://www.illumeo.com/lpfiles/hrci_ap_preapprovedseal_2016_150x.png" width="80" height="80" alt="pre-approved by HRCI" /></td><td align="left" valign="middle"><span style="font-size:10px;font-weight:normal">This activity, &nbsp; <span style="font-size:12px; font-weight:bold;">ID No. <!-- ONLY THIS PART CHANGES -->000000<!-- // --></span> has been approved for &nbsp;<!-- ONLY THIS PART CHANGES -->1.0<!-- // --> <!-- ONLY THIS PART CHANGES -->HR (General)<!-- // --> recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at &nbsp; <a href="https://www.hrci.org">www.hrci.org</a>. </span></td></tr></tbody></table>

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<table width="100%" border="0" cellspacing="0" cellpadding="5"><tbody><tr><td><img src="https://www.illumeo.com/lpfiles/hrci_ap_preapprovedseal_2016_150x.png" width="80" height="80" alt="pre-approved by HRCI" /></td><td align="left" valign="middle"><span style="font-size:10px;font-weight:normal">This activity, &nbsp; <span style="font-size:12px; font-weight:bold;">ID No. <!-- ONLY THIS PART CHANGES -->000000<!-- // --></span> has been approved for &nbsp;<!-- ONLY THIS PART CHANGES -->1.0<!-- // --> <!-- ONLY THIS PART CHANGES -->HR (General)<!-- // --> recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at &nbsp; <a href="https://www.hrci.org">www.hrci.org</a>. </span></td></tr></tbody></table>

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<table width="100%" border="0" cellspacing="0" cellpadding="5"><tbody><tr><td><img src="https://www.illumeo.com/lpfiles/hrci_ap_preapprovedseal_2016_150x.png" width="80" height="80" alt="pre-approved by HRCI" /></td><td align="left" valign="middle"><span style="font-size:10px;font-weight:normal">This activity, &nbsp; <span style="font-size:12px; font-weight:bold;">ID No. <!-- ONLY THIS PART CHANGES -->000000<!-- // --></span> has been approved for &nbsp;<!-- ONLY THIS PART CHANGES -->1.0<!-- // --> <!-- ONLY THIS PART CHANGES -->HR (General)<!-- // --> recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at &nbsp; <a href="https://www.hrci.org">www.hrci.org</a>. </span></td></tr></tbody></table>

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<table width="100%" border="0" cellspacing="0" cellpadding="5"><tbody><tr><td><img src="https://www.illumeo.com/lpfiles/hrci_ap_preapprovedseal_2016_150x.png" width="80" height="80" alt="pre-approved by HRCI" /></td><td align="left" valign="middle"><span style="font-size:10px;font-weight:normal">This activity, &nbsp; <span style="font-size:12px; font-weight:bold;">ID No. <!-- ONLY THIS PART CHANGES -->000000<!-- // --></span> has been approved for &nbsp;<!-- ONLY THIS PART CHANGES -->1.0<!-- // --> <!-- ONLY THIS PART CHANGES -->HR (General)<!-- // --> recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at &nbsp; <a href="https://www.hrci.org">www.hrci.org</a>. </span></td></tr></tbody></table>

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