Questionning & Information Gathering Techniques by Jeff Heasman, The Pyramid Group

The Consumer Insurance (Disclosure and Representations) Act 2012 emphasises the importance of assessing how clear and specific questions were when a court is deciding whether or not a consumer took reasonable care not to make a misrepresentation. Furthermore, questioning and information gathering techniques are crucial skills to be applied throughout the industry, from proposal forms through to claims investigation and settlement.

With an emphasis on plain language, this short course is a follow up to the highly successful seminar ‘Writing to express and not to impress – plain English for insurance professionals.” It will be fun and interactive with audience participation.

Learning objectives
At the end of this event, delegates will be able to identify:
1) Assessment and strategy
2) Types of questions
3) Methods of questioning
4) Understanding questions
5) Responding effectively.

Speaker profile
Jeff Heasman is a qualified English language trainer with over ten years of experience working in the legal and insurance industries. He is a former senior liability adjuster with Crawford and Company and former litigation executive with Thompsons Solicitors.
Jeff has taught business English and the language of international negotiations to company directors and MBA students in Spain, as well as having been Dean of the Faculty of Law and a lecturer in the law of torts at Cavendish University in Zambia. He has provided training in insurance law and insurance
English to some of the world’s most prestigious organisations and has been a tutor in academic and legal English to undergraduate and postgraduate students at Swansea University in the UK.
As Director for Legal, Insurance and Maritime Programmes at The Pyramid Group, Jeff has overseen the accreditation and operation of legal English testing centres across Europe, Scandinavia, South America and Africa. In addition to providing training services, Jeff has also been working with insurance organisations to carry out readability audits and edits to key documentation such as policy wordings, explanatory material and advertisements.

Slides from this event can be downloaded below.