It is easy, when working with insurance products, to focus solely on the marketing and selling of those products.  A broker needs to remember that his/her role extends beyond the moment when a signature is placed on the bottom of a contract.

It extends to:

• Following up on clients
• The continual assessment of their client’s needs, and
• To helping the client through the claim process if and when that time arises.

The Claims Principles Online Course will take you through the four stages:

• Notifying the insurer
• Insurer confirms facts 
• Insurer makes a decision, and
• Insurer settles claim.