Independent education for claims professionals

Better questions lead to better investigations.

The Claims Field Guide is a practical resource for workers' compensation adjusters, SIU professionals, TPAs, and carrier teams who need to move from suspicion to defensible investigative strategy.

SurveillanceAOE/COESIUFraudRecorded StatementsSubrogationInvestigation Strategy
Start here

Built for the desk where decisions get made.

Not another vendor blog. The goal is simple: give claims professionals useful guidance they can apply to a live file, a referral decision, an investigative plan, or a difficult conversation.

Field Notes

Red Flag ≠ Evidence

Why suspicious indicators should generate investigative questions—not predetermined conclusions.

Read Field Note →
Adjuster Toolkit

Practical tools for live claims

Referral checklists, planning worksheets, question frameworks, and report-review aids built for claims and SIU workflows.

View the toolkit →
Scout Research

Research with operational context

Public-source research and industry analysis translated into what it may mean for investigations, claims, and SIU practice.

Explore research →

“A good investigation does not begin with a service order. It begins with a clearly defined question the evidence needs to answer.”

Core resource areas

Investigation strategy without the sales pitch.

Surveillance & Activity Development

When surveillance is appropriate, how to improve timing and objectives, and how to avoid treating surveillance as a default response to suspicion.

AOE/COE & Compensability

Developing witnesses, sequencing interviews, preserving employer information, and building a fact pattern that helps claims professionals evaluate compensability.

SIU & Fraud Investigation

Separating indicators from evidence, framing investigative hypotheses, and developing documentation that can withstand scrutiny.

Recorded Statements & Interviews

Preparing for statements, identifying information gaps, developing follow-up questions, and recognizing when an interview should lead to additional investigation.

Publication

Beyond the Red Flags

A companion body of work focused on moving workers' compensation fraud investigations from initial suspicion toward objective, documented evidence.

Explore the project