Formats and tools
- Unit Description
- Reconstruct the unit from the xml and display it as an HTML page.
- Assessment Tool
- an assessor resource that builds a framework for writing an assessment tool
- Assessment Template
- generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
- Assessment Matrix
- a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
- Wiki Markup
- mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
- Evidence Guide
- create an evidence guide for workplace assessment and RPL applicants
- Competency Mapping Template
- Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
- Observation Checklist
- create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)
- Self Assessment Survey
- A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
- Moodle Outcomes
- Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
- Registered Training Organisations
- Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver FNSIBK404, 'Provide a claims service to an insurance broking client'.
- Google Links
- links to google searches, with filtering in place to maximise the usefulness of the returned results
- Books
- Reference books for 'Provide a claims service to an insurance broking client' on fishpond.com.au. This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to ntisthis.com for every purchase, so go nuts :)
Elements and Performance Criteria
ELEMENT | PERFORMANCE CRITERIA |
Elements describe the essential outcomes. | Performance criteria describe the performance needed to demonstrate achievement of the element. |
1. Register claim | 1.1 Use internal broking claims system to register and process client’s claim in comprehensive and detailed manner 1.2 Update claims recording system regularly and accurately to minimise processing time |
2. Advise insurers and complete necessary documentation | 2.1 Verify appointment of loss adjuster immediately on receiving claim 2.2 Seek formal acknowledgment of receipt of claim immediately from insurers 2.3 Make formal claims reports within brokerage time requirements 2.4 Provide assistance to client to complete claims documentation, when required 2.5 Ensure full and accurate information is available to insurers in assessing claim |
3. Advise client of rights and obligations | 3.1 Formally request insurer to reinstate sum insured where required and inform client where reinstatement occurs 3.2 Review terms and conditions of insurance policy with client to ensure maximum claims recovery is sought 3.3 Advise client on administration of claims to ensure no breach of contract occurs and claims are managed efficiently 3.4 Advise client of appropriate legislative requirements to protect client’s interests |
4. Liaise with service providers | 4.1 Identify need for independent service providers with suitable expertise for claim, where settlement authority exists 4.2 Engage suitable service provider based on client’s instructions where settlement authority exists 4.3 Brief service provider thoroughly to ensure any investigation is comprehensive where settlement authority exists Review and assess service provider’s report within agreed timeframes where settlement authority exists Maintain contact with insurer’s service provider to ensure reports and issues are dealt with promptly |
5. Notify terms of settlement to client and update files and records | 5.1 Prepare details of insurer's settlement offer without delay, with recommendations for client to review 5.2 Obtain and act on client’s response to settlement offer without delay 5.3 Remit settlement funds to client in accordance with legislative requirements and business policy and procedures 5.4 Update business records promptly according to brokerage policy and guidelines |