Claim Handling Process

Click here to return the main Claim Handling information page.

Level: Intermediate

Why you need this course:
After completing this course, you'll be able to examine how claims are handled in your office.

Upon successful completion of this course, you should be able to:

  • Describe the physical construction of insurance policies and the function of each of the insurance policy components.
  • Describe the framework for coverage analysis and the information obtained by following it.
  • Describe the activities in the claim handling process, including the following:
    • Acknowledging and assigning the claim
    • Identifying the policy
    • Contacting the insured or the insured's representative
    • Investigating and documenting the claim
    • Concluding the claim
  • Given a claim, determine coverage for a loss using the framework for coverage analysis and the activities in the claim handling process.

Cost: $20 per Professional Development Hour (PDH). Information on Professional Development Hours (PDH) provided can be found here.

Claim Handling Process Topics Include:

  • Physical construction of insurance policies and the function of each of the insurance policy components
  • Framework for coverage analysis and the information obtained by following it
  • Activities in the claim handling process, including acknowledging and assigning the claim; identifying the policy; contacting the insured or the insured's representative; investigating and documenting the claim; and concluding the claim
  • Determining coverage for a loss using the framework for coverage analysis and the activities in the claim handling process

Phone: (800) 644-2101 (U.S. and Canada)
(610) 644-2100 (Outside the U.S. and Canada)
Fax: (610) 640-9576
Mail: The Institutes
720 Providence Road
Suite 100
Malvern, PA 19355-3433
Customer Success is available Monday through Friday, 8 a.m. to 6 p.m. eastern time.

For retail ordering information, contact Customer Service or shop online. Or take a look at our full catalog.

E-mail: CustomerSuccess@TheInstitutes.org
Phone: (800) 644-2101

Customer Service hours are Monday through Friday, 8:00 a.m. to 6:00 p.m. eastern time.

Interested in corporate licensing information, volume discounts, or learning management system (LMS) compatibility? Contact the Institutes’ Regional Sales Executive in your area.


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