Statement Taking: The Foundation of a Good Investigation - Webinar (EST)


ON [Map]
Date and Time: October 14, 2021 NOON - 2:15 pm EST

This is the registration page for IIO-GTA members.  Please register with your local Institute office IIM, IISK, IIBC, IINS, IISA, IINB, IINL, IINA.


The early days of evidence collection are the most crucial, as the information collected through investigation in the initial stages will be scrutinized and utilized throughout the entire claims process. In many cases, the claim can remain open and debated/litigated for years, which highlights the importance of taking a good statement. Statements act as evidence to assist in the overall claims investigation and decision making process. In this webinar, we will look at the entire claims process to understand the impact of evidence collection, while providing tools to ensure success for a solid investigation.

Webinar Objectives

• Define "evidence" and discuss methods of evidence collection
• Review the claims handling process
• Identify potential legal issues in the collection process and the admissibility of evidence in court
• Explain the statement taking process::
    - How to prepare for a statement
    - Determine parties to be interviewed
    - How to lead questioning and document the evidence
• Examine in detail the preparation of statements for an automobile accident, a slip & fall injury, and a liquor incident

Webinar Presenter

Mark Woodall, President & Owner - Bubba Holdings Ltd.
Mark has extensive, long-term involvement as a large loss adjuster for Lloyds, and actively promotes Lloyds in Canada on a number of issues. With forty years’ experience in the industry, he has worked at the senior management level with a number of large domestic insurers. As well, he held the position of COO for a large independent adjusting company. Being well-recognized for his specific expertise in the industry, he is often called upon to deal with difficult risks, and has worked as a skilled self-employed large loss adjuster. Over his career, Mark has taught courses for the Insurance Institute of BC and was awarded Instructor of the Year in 1998. Mark was selected as the Insurance Person of the Year in BC in 2009, and is a regular speaker for the insurance industry.

Webinar Log-in:
Please ensure the email address in your profile is current.  Connection testing and login details will be emailed prior to the webinar.  Please check the email to test your connection to the webinar platform.

Number of Continuing Education Credits:  2 Technical CE Credit
Please be aware that per the Provincial regulator, tardy log-in or early log-out to/from the webinar will preclude IIO from issuing a CE certificate for this education session.

Registration Deadline: Wednesday, October 13, 2021

Fees:  exclude HST. Insurance Institute membership required

Cancellation Policy:   Participant substitutions accepted up to 24 hours prior to webinar (substitute must be current member). IIO reserves the right to cancel the webinar due to unforeseen circumstances.

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