Claims Basics

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Why you need this course:
Since an insurer’s claim results help determine its success, it’s necessary for insurance professionals to be knowledgeable about the primary goals of the claim function, the claim handling process, and the role of claim personnel. This course will provide you with a basic overview of the claim business, as well as how to measure claim results.

Upon successful completion of all four modules in this course, you should be able to:

  • List the goals of the claim function
     
  • Identify the activities performed in the claim handling process and the purpose of each
     
  • Define the role of each of the following in the claim handling process:
    • Claim Manager
    • Supervisors
    • Claim Representative
    • Technical Specialist
    • Customer Service Representative
    • Producers

  • Explain how an insurer’s claim results are measured using financial and non-financial tools

We recommend that you study the modules in the order presented in the course.

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