CFG
CLAIMS FIELD GUIDEInvestigate. Verify. Resolve.
Training & Education

Learn the why behind the work.

Practical, self-guided education for adjusters, SIU professionals, investigators, underwriting and premium-audit teams, TPAs, and claims leaders.

Explore learning tracks ↓Download field tools →
Learning Center

Choose the track that matches the work.

This learning center uses live Field Notes and field tools as modular lessons, with each track tied to practical investigation and claims decision-making.

TRACK 01

Claims & Adjusters

Investigation referrals, objectives, surveillance, AOE/COE, statements, report review, and actionable next steps.

TRACK 02

SIU & Investigators

Indicators, evidence development, interview planning, lawful OSINT, corroboration, documentation, and investigative reasoning.

TRACK 03

Underwriting & Premium Audit

Premium fraud signals, payroll/classification questions, business intelligence, source development, and evidence-based escalation.

TRACK 04

Claims Leadership & TPAs

Investigation governance, quality standards, escalation, referral consistency, vendor-neutral strategy, and measuring useful outcomes.

TRACK 05

AI for Claims & Investigations

Workflow assistance, prompt design, privacy, verification, governance, and keeping human judgment in the loop.

Core Curriculum

Claims Investigation Essentials

A five-module self-guided path built from the live Claims Field Guide library.

  1. 01Define the investigative objectiveRead lesson →
  2. 02Choose surveillance intentionallyRead lesson →
  3. 03Structure AOE/COE fact developmentRead lesson →
  4. 04Prepare statements around unresolved factsUse tool →
  5. 05Evaluate whether the report answered the questionUse tool →
Premium Fraud Fundamentals

From signal to defensible evidence.

A six-module learning path that mirrors the connected Premium Fraud Intelligence library.

Download course field tool ↓
  1. 01Payroll suppressionOpen module →
  2. 02MisclassificationOpen module →
  3. 03Hidden operationsOpen module →
  4. 04Shell / successor entitiesOpen module →
  5. 05Cash / off-book laborOpen module →
  6. 06X-mod evasionOpen module →
Education first. Claims Field Guide does not offer accredited continuing-education credit. Training is provided as independent professional education and should be used in accordance with employer, carrier, licensing, and jurisdictional requirements.