Episode #33 - Mastering Statement Taking in Claims Adjusting

The Art of Adjusting® Podcast

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In this episode, Bill and Chantal explore the critical skill of statement taking in claims adjusting, highlighting its importance in both 1st party property losses and 3rd party liability claims.
Learn more about our services at Auten Claims and gain insights from CMR Consulting by visiting CMR Consulting. Additionally, don't miss out on Chantal’s insightful book, Art of Adjusting®, available now.
Our discussion begins by exploring the important role of statements in the claims process, emphasizing the need for accuracy and detail in constructing reliable narratives of events. We then shift our focus to techniques for effective statement taking. Here, we share best practices for preparing and creating a conducive environment for the interviewee. We discuss the phrasing of questions and the art of active listening, stressing the importance of capturing not just the facts, but also the subtle details of each statement.
Addressing the challenges in taking statements, we discuss common obstacles such as dealing with reluctant or uncooperative claimants, handling discrepancies, and navigating the ethical considerations crucial to the process. The conversation extends to the comparison of recorded versus signed statements, covering their pros and cons, legal considerations, consent issues, and how technology is changing the landscape of statement taking.
In our real-world scenarios and best practices segment, we share anecdotes and case studies that illustrate how these best practices are applied in actual scenarios. This segment provides valuable lessons from these experiences, emphasizing their practical applications.
We conclude the episode by summarizing the key takeaways, encouraging our listeners to apply these insights in their roles as adjusters. We also provide a sneak peek into our next episode of The Art of Adjusting® Podcast. Join Bill and Chantal on this informative journey as we explore the art and intricacies of statement taking in the dynamic field of claims adjusting. This is rated "E" as there is some profanity.

For more insights, you might consider a career in liability adjusting or if you're searching for reliable adjusting services, visit Auten Claims Management.
To explore more about Chantal Roberts and her contributions to the industry, visit CMR Consulting.
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