Follow organisation procedures to process claim

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 FNSISV307, 'Follow organisation procedures to process claim'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Follow organisation procedures to process claim' 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. Receive and clarify claim information

1.1 Receive and record information relating to claim accurately onto system

1.2 Advise customer of organisational claims procedures and respond to queries courteously and accurately

1.3 Verify completeness of information

1.4 Analyse all information against legislative requirements and organisational guidelines to decide for or against liability

1.5 Determine whether claim is routine and fully covered by policy

1.6 Pass claims not completely routine and within policy guidelines to appropriate staff

1.7 Communicate information which potentially impacts on future renewal of policy or renewal terms promptly to underwriter or other appropriate staff in keeping with organisational policy

2. Determine acceptability of claim

2.1 Determine acceptability of claim against policy specifications

2.2 Check reinsurance coverage

2.3 Refer queries on facts or valid acceptance of claim to specialists for advice, where required

3. Accept or reject claim

3.1 Process claim within required timeframes and according to organisational guidelines

3.2 Use effective decision-making process to accept or reject claims within timeframes in accordance with legislation, organisational policy and procedures, and codes of practice as applicable

3.3 Observe referral procedures where claim amounts are outside claims settlement and/or claims management authorities

3.4 Make decision on liability in light of need to withstand scrutiny in subsequent proceedings

4. Process claim

4.1 Register claim and process promptly in accordance with organisational guidelines and procedures

4.2 Pass payment information on to appropriate staff, where required

4.3 Inform customer of progress of claim

4.4 Record all claim information accurately

5. Document liability decisions

5.1 Communicate liability decisions clearly to the relevant parties in a manner required by legislation, operating procedures and codes of practice as applicable

5.2 Communicate reasons for decisions promptly to customer and other relevant parties

5.3 Document decisions to demonstrate basis on which decision was reached and all evidence and/or information that was considered, where appropriate

5.4 File documentation regarding decision according to organisational policy and procedure


Qualifications and Skillsets

FNSISV307 appears in the following qualifications:

  • FNS30510 - Certificate III in General Insurance
  • FNS30511 - Certificate III in General Insurance
  • FNS30515 - Certificate III in General Insurance