Fidelity Bond Investigations – #148308

Fidelity Bond Investigations is a 2-hour Texas fidelity bond CE course designed for insurance professionals who want to strengthen their understanding of fidelity bonds, covered losses, and the investigation of fidelity bond claims.

Fidelity bond claims can involve employee dishonesty, theft, fraud, and other financial losses that require careful investigation. This course explores important concepts insurance professionals should understand when reviewing these claims, including evaluating loss information, reviewing documentation, identifying potential coverage issues, and recognizing circumstances that may require additional investigation.

Throughout the course, you’ll build practical knowledge that can help you approach fidelity bond claims with a clearer understanding of the investigative process and the role policy provisions play when determining coverage.

What You’ll Learn

This course covers:

• Fundamentals of fidelity bonds and covered losses
• Common issues encountered in fidelity bond claims
• Reviewing documentation and supporting claim information
• Identifying potential fraud and employee dishonesty
• Evaluating coverage considerations during an investigation
• Recognizing when additional investigation may be necessary
• Applying policy provisions to fidelity bond losses

Course Details

Texas Course #: 148308
CE Credit: 2 Hours
Credit Type: Class-Equivalent
Category: General CE
Format: 100% Online & Self-Paced
Reporting: Completed CE hours are reported to TDI within 1 business day.