Resources

Guidance for claims and legal professionals.

Field-tested guidance on when to assign investigative work, how to time it, and what makes the resulting documentation usable.

For Claims Professionals
When should an insurance carrier order surveillance?
A practical guide for adjusters and claims managers on when surveillance produces value on a claim, how many days to order, and how to time coverage around IMEs, depositions, and mediation.
For SIU Teams
How SIU investigations support claims departments
How field investigation converts SIU referral indicators into documented fact — what to assign, how findings should be reported, and how to keep the file defensible.
For Defense Counsel
What insurance defense attorneys should know about surveillance evidence
How defense counsel should scope, time, and use surveillance — documentation standards, disclosure timing, investigator testimony, and the practices that make footage survive challenge.
For Adjusters
When should an adjuster request a recorded statement?
How to decide between a phone statement and a field interview, what an in-person recorded statement captures that a call does not, and the consent rules that apply in Florida.
For Carriers and Counsel
What makes an investigative report useful in litigation
The difference between a report that supports a claim decision and one that creates problems in discovery — structure, sourcing, language, and the material that should accompany it.

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