Implement insurance claim recovery procedures

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 FNSISV527, 'Implement insurance claim recovery procedures'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Implement insurance claim recovery procedures' 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. Establish viability of recovery

1.1 Identify sources and rights of recovery

1.2 Calculate achievable recovery amount

1.3 Evaluate extent of recovery success

2. Evaluate recovery methods

2.1 Determine recovery method based on assessing benefit to organisation and according to organisational operating procedures

2.2 Confirm that selected recovery method is appropriate to circumstances of loss and compliant with legislative and organisational requirements

3. Implement and monitor recovery progress and negotiate recovery

3.1 Issue demand to responsible party and appoint agents to undertake loss recovery, as required

3.2 Confirm knock for knock, as required

3.3 Make referral to solicitor and other relevant service provider, as required

3.4 Implement and follow up recovery within required timeframes and according to organisational procedures

3.5 Negotiate recovery settlement within required timeframes and according to organisational procedures

4. Process monies and record outcomes

4.1 Confirm receipt of recovery amounts

4.2 Prepare payment information and facilitation of claim payment, as required

4.3 Make recommendation to relevant team on payment of client’s share of recovery money, as required

4.4 Finalise claims according to legislation, regulations, organisational operating procedures and codes of practice, as required

4.5 Update required records and advise underwriter of any special circumstances, as required