The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!
From the Wiki University
What evidence can you provide to prove your understanding of each of the following citeria?
Obtain confirmation of interim cover
|
|
Renewal notices are forwarded to client at least fourteen days before policy expiry Completed |
Evidence:
|
Documentation is arranged to be completed where required prior to expiry of interim cover Completed |
Evidence:
|
Insurer is notified of details of cover required immediately instructions are received from client Completed |
Evidence:
|
Formal evidence of interim cover is sought within relevant legislative, underwriting and business policy requirements Completed |
Evidence:
|
Interim cover details are checked for accuracy and completeness Completed |
Evidence:
|
Instructions for completion of cover are provided to insurer within required timeframes to ensure policy can be issued Completed |
Evidence:
|
Confirmation of correct interim cover is forwarded to insurers according to organisation operating guidelines Completed |
Evidence:
|
Required documentation is accurately completed according to organisation operating guidelines and relevant legislation Completed |
Evidence:
|
Confirm insurance cover with client
|
|
Fees and premiums are monitored and collected according to organisation operating guidelines Completed |
Evidence:
|
Client documentation is checked for omissions and errors and adjusted by client where necessary Completed |
Evidence:
|
Premium and statutory imposts are accurately calculated as required Completed |
Evidence:
|
Original documentary evidence of cover is provided to client Completed |
Evidence:
|
Complete required documentation
|
|
Receipt of documentation is checked regularly to ensure timely delivery to meet client requirements Completed |
Evidence:
|
Insurer documentation is checked for omissions and errors Completed |
Evidence:
|
Insurer documentation is recorded upon receipt as required by business policy and guidelines Completed |
Evidence:
|
Remit premium to insurers
|
|
Premiums are remitted to insurers in compliance with legislative requirements and credit term arrangements in place with the insurer Completed |
Evidence:
|
Update relevant files and records
|
|
Business records are updated without delay to comply with business guidelines and procedures Completed |
Evidence:
|
Client records on disclosure documents provided are maintained Completed |
Evidence:
|
Provide ongoing service where requested by client
|
|
Type and form of ongoing service including review of insurance plan/policy/transaction is agreed with the client Completed |
Evidence:
|
Fees and costs for defined ongoing services are clearly explained and confirmation of understanding gained from the client Completed |
Evidence:
|
Ongoing service is provided as required Completed |
Evidence:
|