Motor Claims Handling Fundamentals

Course Code:
Dates:	On a date of your choice
Venue:	Venue of your choice
Course Fees:	Available on application
CPD Credits:	6+

Course Outline & Objectives

This course is designed for insurance professionals new to handling claims. The main focus of the programme is to provide an understanding of the claims handling process and develop the skills and knowledge to investigate and validate policyholder motor claims.

This course will also cover the quantification of routine third party claims where there is no dispute in respect of liability. Where knowledge is required in respect of the assessment of liability our intermediate motor claims course is recommended - click here for details.

Attending this course will enable you to:

Outline the benefits of the claims service to key stakeholders
Understand the key elements of the claims process and how the different elements work together
Validate policy cover and know the consequences of any breaches in application or terms
Investigate and quantify policyholder’s claim
Quantify straightforward third party claims
Identify and pursue opportunities for recovery

At the end of the course you will have both a greater knowledge and understanding of the subject matter and be more confident and better equipped in your claims role.

Who should attend?

This workshop will offer practical help and valuable support for anyone who is starting to handle motor claims or has recently joined a claims unit.

Training Approach

This workshop uses a combination of trainer input, interactive syndicate work and case studies.

Course Leader: Beverley Lyn MBA FCII

Beverley has over 25 years’ experience in the UK General Insurance Industry. Initially starting work in an Insurance Broker, she then moved into the general insurance market and followed a technical claims career path with Zurich and Independent. More recently she worked for AXA insurance in senior claims roles where she was responsible for the development of its Training Academies. Beverley combines her strong technical knowledge with a passion for developing people to deliver a learner centred, interactive and practical workshop. Beverley owns her own business providing consultancy, training and coaching services to a number of organisations, including insurers, brokers, training firms and the Chartered Insurance Institute, for whom she has authored elements of the CII syllabus.

Workshop Programme

Session	Content
Outline the benefits of an effective claims handling service	The importance of the claims process to key stakeholders How to deliver excellent customer service via a claims service
Understand the key elements of the policyholder claims process	How suppliers are used in the service chain Reserving Pro-activity and its application to motor claims Investigation techniques available and appropriate use
Validation of policy cover	Insurable Interest Utmost Good Faith Application of warranties, conditions and endorsements Void and voidable policies Compulsory Insurance implications
Validation of cause of loss	Proximate cause Investigation techniques Use of suppliers Fraud indicators Key policy exclusions
Quantification and settlement of policyholder claims	Indemnity Reinstatement Settlement options Use of suppliers Documentary evidence Fraud indicators
Quantification of simple third party claims – where there is no dispute in respect of liability	Investigation options Heads of claim Settlement options Use of suppliers Documentary evidence Fraud indicators
Identification of recoveries	Subrogation Contribution Salvage Market agreements
Regulatory obligations and governing bodies as applicable to motor claims	FSA FOS TCF

Booking

If you are interested in booking this course, or if you have any questions, please call call us on 01908 488170.

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