Advanced Strategies for Claims Management

Course Introduction

Claims Management sits at the heart of underwriting, claims and risk-transfer operations, yet it is rarely taught in a way that translates straight into daily practice. This advanced-level programme closes that gap with practitioner-led sessions, realistic scenarios and take-home tools.

Training Objectives

• 01Explain the core principles, terminology and standards behind Claims Management in clear, practical language
• 02Select and adapt suitable approaches to Claims Management for the constraints of underwriting, claims and risk-transfer operations
• 03Diagnose weak spots in current practice and prioritise corrective action
• 04Use practical tools, checklists and templates that support day-to-day Claims Management
• 05Leave with a prioritised list of improvements you can start within 30 days

What You Will Take Away

• A checklist of common pitfalls and how to avoid them
• Benchmarks and KPIs to track your own results
• A negotiation and communication cheat-sheet

Who Should Attend

• Insurance Underwriters & Officers
• Claims Adjusters & Handlers
• Risk & Compliance Officers
• Bancassurance & Sales Teams

Prerequisites: Recommended: at least two years of relevant work experience.

Training Methodology

Expect challenging scenarios, peer debate and instructor-led critique of real-world approaches, with limited slide time. Case material and examples are drawn from underwriting, claims and risk-transfer operations.

Day-by-Day Programme (5 Days)

• Day 1
  Where Claims Management fits

  How Claims Management connects to wider operations in underwriting, claims and risk-transfer operations, plus the essential vocabulary.

• Day 2
  Working with the standards

  Interpreting and applying the codes and good-practice guidance that govern Claims Management.

• Day 3
  Tools and techniques lab

  Guided practice with the tools, checklists and templates used for Claims Management.

• Day 4
  Risk, compliance and case review

  Analysis of incidents and cases to see where Claims Management succeeds or breaks down.

• Day 5
  Consolidate and plan

  Capstone discussion, action planning and a closing assessment.

Upcoming Sessions