Short-term insurance assessment and validation of claims



This course is aimed at anyone needing to gain a practical understanding of claims and assessment principles that apply to validating short-term personal lines claims.The course provides information on key assessment principles used to validate claims, and understanding different role-players within the claims environment.


Focus Area

  • A general understanding of claims, including terms, conditions and provisions in a short-term insurance policy.
  • The assessment or validation process in short-term insurance claims
  • Different role-players in the claims process, which includes vehicle assessors, loss adjusters and service providers.
  • Documentation required to validate a claim, including the importance of quantum, average and contribution (dual insurance).
  • Different assessment principles analysed to validate a claim
  • Recourse available should a claim be rejected/repudiated

Who should register?

Short-term insurance advisors, financial advisors, employees in financial services

CPD information

6 CPD points on completion of the course and successful pass of the final assessment.
The course is accredited by the FPI and thus qualifies as a verifiable CPD activity towards the accumulation of CPD hours as required by the FSCA.


There are no reviews yet.

Be the first to review “Short-term insurance assessment and validation of claims”