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?
Receive alteration advice from client
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Policy information is gathered, and accurately and promptly recorded according to organisation procedures Completed |
Evidence:
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Underwriter's terms and conditions are reviewed Completed |
Evidence:
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Policy alteration is reviewed to ensure it meets legislative and organisation requirements Completed |
Evidence:
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If policy meets legislative and organisation requirements, alteration is accepted Completed |
Evidence:
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Issue policy alteration advice
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Policy alteration information is processed according to operating procedures Completed |
Evidence:
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Policy alteration is checked for accuracy and omissions according to operating procedures Completed |
Evidence:
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Information systems are accurately updated Completed |
Evidence:
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Completed documents are dispatched to clients within timelines in accordance with operating procedures Completed |
Evidence:
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All monies received are processed or refunded in accordance with operating procedures and legislative requirements Completed |
Evidence:
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Relevant documentation is accurately filed in accordance with operating procedures Completed |
Evidence:
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Customer is notified of any new terms that differ from the customer's request Completed |
Evidence:
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