Claims Management: Foundation Programme

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 foundation-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

• Worked examples using realistic regional scenarios
• A ready-to-use template pack for daily work
• A checklist of common pitfalls and how to avoid them

Who Should Attend

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

Prerequisites: No prior specialist knowledge is required.

Training Methodology

Sessions are paced for newcomers — plain-language explanations, worked examples and small-group practice — with time each day for questions. Case material and examples are drawn from underwriting, claims and risk-transfer operations.

Day-by-Day Programme (5 Days)

• Day 1
  Getting oriented: the landscape of Claims Management

  Scope, terminology and the standards and regulations that shape Claims Management in underwriting, claims and risk-transfer operations.

• Day 2
  Core concepts and methods

  The principles, codes and best-practice approaches that leading organisations rely on for Claims Management.

• Day 3
  Applying it on the job

  Hands-on exercises using tools and templates for Claims Management, built around realistic situations in underwriting, claims and risk-transfer operations.

• Day 4
  Cases, risks and lessons learned

  Case studies, typical pitfalls and the risk and compliance issues that arise with Claims Management.

• Day 5
  Bringing it together

  Consolidation workshop, personal action planning and a closing knowledge check on Claims Management.

Upcoming Sessions