Claims Management: Masterclass & Best Practices

Course Introduction

Designed for professionals in Insurance & Risk Underwriting, this five-day masterclass-style course builds practical command of Claims Management. Every session pairs a clear concept with a workplace exercise, so learning turns into capability rather than notes.

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 negotiation and communication cheat-sheet
• Worked examples using realistic regional scenarios
• A ready-to-use template pack for daily work

Who Should Attend

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

Prerequisites: Best suited to experienced practitioners and team leaders.

Training Methodology

Run as a senior-practitioner masterclass, the programme centres on expert-led discussion, peer exchange and deep analysis of complex situations. 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