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 FNSISV307A, '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

1. Receive and clarify claim information

1.1. Information relating to the claim is received and entered into the system accurately

1.2. Customer is advised of organisation claims procedures and queries are responded to courteously and accurately

1.3. Completeness of the information is checked

1.4. All information is analysed against legislative requirements and organisation guidelines to decide for or against liability

1.5. Determination is made as to whether the claim is routine and fully covered by the policy

1.6. Claims not completely routine and fully within the policy guidelines are passed on to appropriate staff

1.7. Information which potentially impacts in the future renewal of the policy or renewal terms is communicated promptly to the underwriter or other appropriate staff in keeping with organisational policy

2. Determine acceptability of claim

2.1. Acceptability of claim is determined against policy specifications

2.2. Reinsurance coverage is checked

2.3. Queries on facts or the valid acceptance of the claim are referred to specialists for advice where required

3. Accept or reject claim

3.1. Claim is processed within required timeframes and according to organisation guidelines

3.2. Correct acceptance or rejection decision is made using an effective decision making process within timeframes in accordance with legislation, organisation policy and procedures and codes of practice, as applicable

3.3. Referral procedures are observed where claim amounts are outside claims settlement and/or claims management authorities

3.4. Decision on liability is made in light of the need to withstand scrutiny in subsequent proceedings

4. Process claim

4.1. Claim is registered and processed promptly in accordance with organisation guidelines and procedures

4.2. Where required, payment information is passed on to appropriate staff

4.3. Customer is kept informed of progress of the claim

4.4. All claim information is accurately recorded

5. Document liability decisions

5.1. Liability decisions are clearly communicated to the relevant parties in a manner required by the legislation, operating procedures and codes of practice, as applicable

5.2. Reasons for decisions are communicated promptly to client and other relevant parties

5.3. Decisions are documented in such a way as to demonstrate the basis on which the decision was reached and all the evidence/information that was considered, where appropriate, and filed


Qualifications and Skillsets

FNSISV307A appears in the following qualifications:

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