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Claims Principles

PIQ4
3.00 CPD Points
Price:
$240.00 +GST Non-member
$196.00 +GST Learning Partner
$150.00 +GST IBANZ Member

Learn Module Detail

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.
 

Objectives


  • Your legal obligations
  • To understand the four stages of the claims process
  • Your role in the claims
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