Questioning & information gathering techniques for insurance professionals

Wednesday, 07 November 2018
9:00 am – 10:45 am
    • Jeff Heasman, Jeff Heasman Training & Consulting

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 application forms through to claims investigation and settlement.

Whatever your role is within the insurance industry, this fun and interactive session, led by Jeff Heasman, is sure to be relevant to you as it explores:

  • assessment and strategy

  • types of questions

  • methods of questioning

  • understanding questions and responding effectively

Online Booking
The Insurance Institute of Sussex has a few spaces available to members for this event which is taking place at Ansvar's office in Eastbourne on Wednesday 7 November 2018.

If you would like to join us, please use our online booking form by clicking on the Book Now button below.

Please note that this event is scheduled to start promptly at 9.30am and light refreshments will be served from 9.00am onwards.

Learning Objectives
By the end of this seminar, participants will:

  • understand the need to properly plan the questioning process and to have a strategy

  • be able to identify the different types of questions and methods that can be used and to be aware of their respective advantages and disadvantages

  • recognise the importance of understanding a question and responding effectively

Getting there
Eastbourne Station is only a few minutes' walk away from Ansvar's office and there is a pay car park available at the station. No on-site parking is available and parking is very limited in the surrounding streets.

Please note that this event takes place on the top floor at Ansvar which, although served by a lift, will only be accessible by stairs in an emergency.

About our speaker
Jeff Heasman is a leading international trainer in communication skills, with a focus on the insurance, legal and financial service sectors. He is a qualified English language trainer with many years of experience working in the legal and insurance industries, initially as a litigation executive and then as a senior liability adjuster.

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 law and English language to some of the world’s most prestigious organisations and has been a tutor in academic and business English to undergraduate and postgraduate students at Swansea University in the UK.

  • Ansvar House
  • 31 St Leonards Road
  • Eastbourne
  • BN21 3UR
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 1/4 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at