3 Ways to Work Efficiently With Your Private Investigator

When you contact a Private Investigation (P.I.) agency to open your case, it is important to have assurance a system is in place to make sure you get results when you need them. Time is money and if you and your P.I. are not on the same page, evidence for a court date may be missed, claim payouts may be extended, or your P.I. has to play catch-up, all of which ends up costing you more money.

To make sure you get results (i.e. film, background check details, and witness statements) on time, we have pointed out some ways for you and your P.I. to have an efficient work system.

1) Communicate Specific Instructions

When you are opening your case, be as specific and detailed as you can. Clear instructions allow you to shape the case the way you want. Your directions help us to construct the case with the appropriate strategies necessary to get the case closed and within your parameters.

Specific Instructions can include:

  • Days and times to film
  • Set clear deadlines
  • Who to send the reports to
  • Budget

If you suspect something, be sure to communicate that as well. For instance, do you suspect the subject will be active at night or on a holiday instead of during a normal surveillance day? Do you think there might be medical records that you have not been provided? Could there be another reason for the injury claim other than the date of incident? Your investigator can be used to confirm or rule out all these scenarios.

2) The More Info About A Subject, The Better

Details about the subject can help us identify him or her faster and with a higher ‘caught-on-film’ success rate. We understand sometimes there is not that much information to pass along for various reasons, but the more information about the subject in the referral form, the better.

Subject info can be:

  • Any restrictions due to the subject’s injury
  • Known vehicles (very important)
  • Physical description
  • Has the subject been previously investigated?
  • Has the subject been made aware of previous film or has he noticed a prior investigator?
  • What hobbies or activities does the subject do?
  • What is the subject's family/living situation?

Your P.I. can then hone in on what needs to be done to find the subject faster, to get the film of the claimant that reduces claim costs, and get it done in time for an upcoming medical or legal event.

3) Explain What You Don’t Need Filmed

When we know what you don’t need filmed, or investigated, it will help us to get exactly what you need on camera to maximize your results, and help conserve your surveillance hours.
Scenarios that prompt us to ask what you don’t need filmed can include:

  • If the subject immediately comes out with a cane or a strong limp, do you want the investigator to document that and break off? Or would you prefer that the Investigator stay and watch for inconsistencies?
  • The subject goes to work (somewhere other than the insured) – do you want that filmed all day, documented at the beginning only, or documented at the beginning and end only?

It may appear counter-intuitive for us to know what not to film, but a good P.I. operates on strategies that align with your needs.