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.
SKU *: crs-1635135
Sell price $: 54.00
Course Author: Barry Zalma
Authored on: 2017-05-01 08:44:42 -0700
Course Short Description:

This course offers an examination of the interview methods used by insurance professionals.

credit Hours: 1.5
CPE Credits Awarded *: 0
Approval Status: - None -
Course is for: ** Course can be viewed but only enrolled by curriculum
Course Duration: 1.5
Complexity of Content: Intermediate
Suppress in lists: No
Last Updated/Reviewed Date: March 23, 2024
Course Topic: Fraud, Insurance
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:
  • 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.  
Learning Tags:

ERM, Premium

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
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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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*Prerequisites:

No advanced preparation or prerequisites are required for this course.

~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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