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Evidence Guide: FNSPIM407 - Register policy

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

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

 

FNSPIM407 - Register policy

What evidence can you provide to prove your understanding of each of the following citeria?

Classify service requests

  1. Acknowledge client’s enquiry to enable delivery of service in accordance with organisational operating procedures and legislative requirements
  2. Gather client information to enable appropriate action to be taken
  3. Take appropriate action, including providing cover note, quotation or further information on first contact, and update records according to organisational procedures and legislative requirements
  4. Advise client on action taken in timely manner, in appropriate form and style and in unambiguous way
Acknowledge client’s enquiry to enable delivery of service in accordance with organisational operating procedures and legislative requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Gather client information to enable appropriate action to be taken

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Take appropriate action, including providing cover note, quotation or further information on first contact, and update records according to organisational procedures and legislative requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Advise client on action taken in timely manner, in appropriate form and style and in unambiguous way

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Check application form for completion

  1. Check application form thoroughly according to organisational procedures and legislative requirements
  2. Determine and address further information requirements according to organisational procedures and legislative requirements
Check application form thoroughly according to organisational procedures and legislative requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine and address further information requirements according to organisational procedures and legislative requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Conduct environmental scan

  1. Identify appropriate sources of further information to enable efficient collection of further data
  2. Protect confidentiality of parties from which further information is obtained
  3. Obtain all further information within specified timeframes
  4. Assess information to determine predominant activity
  5. Clarify any issues with client
  6. Assign most appropriate industry classification
Identify appropriate sources of further information to enable efficient collection of further data

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Protect confidentiality of parties from which further information is obtained

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Obtain all further information within specified timeframes

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assess information to determine predominant activity

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Clarify any issues with client

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assign most appropriate industry classification

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Enter data into system to calculate premium

  1. Accurately cross-check information to verify input data
  2. Clearly and accurately record information on register following organisational procedures and legislative requirements
  3. Send policy information to relevant parties within timeframes to comply with legislation and organisational communication procedures
Accurately cross-check information to verify input data

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Clearly and accurately record information on register following organisational procedures and legislative requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Send policy information to relevant parties within timeframes to comply with legislation and organisational communication procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Classify service requests

1.1 Acknowledge client’s enquiry to enable delivery of service in accordance with organisational operating procedures and legislative requirements

1.2 Gather client information to enable appropriate action to be taken

1.3 Take appropriate action, including providing cover note, quotation or further information on first contact, and update records according to organisational procedures and legislative requirements

1.4 Advise client on action taken in timely manner, in appropriate form and style and in unambiguous way

2. Check application form for completion

2.1 Check application form thoroughly according to organisational procedures and legislative requirements

2.2 Determine and address further information requirements according to organisational procedures and legislative requirements

3. Conduct environmental scan

3.1 Identify appropriate sources of further information to enable efficient collection of further data

3.2 Protect confidentiality of parties from which further information is obtained

3.3 Obtain all further information within specified timeframes

3.4 Assess information to determine predominant activity

3.5 Clarify any issues with client

3.6 Assign most appropriate industry classification

4. Enter data into system to calculate premium

4.1 Accurately cross-check information to verify input data

4.2 Clearly and accurately record information on register following organisational procedures and legislative requirements

4.3 Send policy information to relevant parties within timeframes to comply with legislation and organisational communication procedures

Required Skills and Knowledge

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Classify service requests

1.1 Acknowledge client’s enquiry to enable delivery of service in accordance with organisational operating procedures and legislative requirements

1.2 Gather client information to enable appropriate action to be taken

1.3 Take appropriate action, including providing cover note, quotation or further information on first contact, and update records according to organisational procedures and legislative requirements

1.4 Advise client on action taken in timely manner, in appropriate form and style and in unambiguous way

2. Check application form for completion

2.1 Check application form thoroughly according to organisational procedures and legislative requirements

2.2 Determine and address further information requirements according to organisational procedures and legislative requirements

3. Conduct environmental scan

3.1 Identify appropriate sources of further information to enable efficient collection of further data

3.2 Protect confidentiality of parties from which further information is obtained

3.3 Obtain all further information within specified timeframes

3.4 Assess information to determine predominant activity

3.5 Clarify any issues with client

3.6 Assign most appropriate industry classification

4. Enter data into system to calculate premium

4.1 Accurately cross-check information to verify input data

4.2 Clearly and accurately record information on register following organisational procedures and legislative requirements

4.3 Send policy information to relevant parties within timeframes to comply with legislation and organisational communication procedures

Evidence of the ability to:

assess and register a personal injury insurance policy

deal with questions relating to procedures of the business and policy registration issues that arise for clients

effectively research business and industry data and information

manage and maintain accurate data on organisational information systems.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

To complete the unit requirements safely and effectively, the individual must:

describe the key features of industry and organisational systems and processes for policy registration

analyse and describe the key aspects of legislation and organisational and industry codes of practice relating to confidentiality and privacy

identify sources of information on organisational and business activities.