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About the Case

Katherine Montgomery recently had her vehicle stolen and is concerned about the coverage under her auto insurance policy. She is visiting the insurance company representative’s office to clarify the claim process and understand the extent of her coverage for the stolen vehicle.  

As the insurance company representative, you need to investigate the case, assist Ms. Montgomery with her claim, provide detailed information about her coverage, and guide her through the necessary steps to ensure she receives proper compensation for her loss. 

Learning Objectives:
  • Identifying client’s concerns and creating effective solutions 
  • Clearly explaining the investigation procedure to the claimant 
  • Protecting confidential information and ensure privacy 
  • Asking relevant questions to gather comprehensive details 
  • Paying attention to details on information provided by client
Skills Assessed
  • Problem-solving 
  • Clear communication 
  • Confidentiality 
  • Questioning and Probing 
  • Attention to Detail 

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No technical knowledge required.

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Stolen Vehicle Insurance Investigation

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