Assisting clients at claim time - adding value and avoiding risk

CPD Points: 1.00
Duration: 1 hr
$114.78 +GST Retail
$95.65 +GST Learning Partner
Registration Closed

Event Detail

Clients often ask you for assistance when making a claim. This workshop will consider your role in claims. Using real examples from income protection and general insurance complaints considered by the Insurance & Savings Ombudsman Scheme, this workshop will discuss:

  • key areas where you can assist clients when they make a claim
  • good practice and what to avoid
  • issues to consider when becoming involved in a claim on behalf of a client
  • the boundaries of your role in relation to clients’ claims

All Coming Instances

09:30AM - 10:30AM, Tue, 07 Oct 2014
Registrations Close: 06 October 2014
Class Limit: 20
Venue: Professional IQ/IBANZ Offices
Level 5
280 Queen Street
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Registration Closed
10:00AM - 11:00AM, Thu, 04 Dec 2014
Registrations Close: 03 December 2014
Class Limit: 20
Venue: Rosebank Lodge
265 Clyde Street
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Registration Closed

Terms and Conditions

The running of this workshop is subject to minimum attendees.

No refund will be given if you choose not to attend within 7 days of the event.

Full terms and conditions are available here
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