INVESTIGATION WRITING REPORTS

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INVESTIGATION WRITING REPORTS

• Paul Becker ACIG
• Dave PanCoast The Danella Companies, Inc.
• Jim Janesek - Graycor Services, L.L.C
• Deb Stalder The Weitz Company, LLC

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Why Write a Report?

• Historical Record
• Forced Analysis
• Catharsis
• Downside
• Civil Litigation?
• OSHA?
• H.R.?

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Who Should Write the Report?

• Safety?
• Claims?
• Field Personnel?
• In-house Counsel?
• Company Executive?
• All of the Above?

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When Should Report be Completed?

• 1 hour?
• 3 hours?
• 24 hours?
• 3 days?
• When You Have Sufficient Information?

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Who Should Get the Report?

• Safety Personnel?
• Claims Personnel?
• Risk Management?
• Executive Management?
• Insurer?
• Counsel?
• Local News Media?
• All of the Above?

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What Should the Report Say?

• What You Think?
• What Others Think?
• Who is Responsible?
• Just the Facts as You Know Them?
• Just Verified Facts?

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What Happens to the Report?

• Trashed
• Filed
• Circulated
• Trashed
• Filed
• Reviewed, Analyzed and Acted Upon

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• Attachments
• Graycor, Weitz and Danella have volunteered the
  attached documents and PowerPoints.
• If you have materials to add or comments, forward
  them to Paul at Paul.Becker_at_ACIG.com and I will
  share them.