This Course Provides:

Hours Life & 5 Hours A&S License

Also valid if you reside in QC

Recognition number: CSF15-03-33688 
Number of PDUs: 5 

Number of PDUs and topics:
2 in General subject

2 in Insurance of persons

1 in Group insurance of persons

This course covers:

  • An overview of insurance and claims management.

  • What the basis of claims management is.

  • What the stages of claims management entails.

  • The various types of claims that are made such as Death, Surrender, Maturity, Policy Loan and Accelerated claims.

  • What documents are required to process a claim.

  • The role of the claims examiner.

  • The relationship between claims and underwriting.

  • What information is required at underwriting to ensure a hassle free claims experience.

  • The factors that affect claims settlement leading to a delay in processing.

  • The insurance model and how claims affect profit.

  • Fraud in claims settlement.

  • Lawsuits and denied claims.

  • What to do when a claim is denied.

  • Disability (Income Replacement) claims settlement.

  • Critical Illness claims settlement.

  • Employee Benefit claims settlement.

  • What the role of the Agent/Advisor is in the claims settlement process.


203-4438 Ontario Street

 Beamsville, ON  L0R 1B5

Toll Free Phone 877 524-7121 Toll Free Fax - 866 277-4511


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