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.