Lesson 1: The too-perfect claim · 7 min
Before you begin · An adjuster, Tom, gets a theft claim reported a week after a policy started, with receipts for brand-new electronics from a shop that has since closed · What would you do?
Learners prepare on their own, you answer questions live, and the surveys tell you what stuck. 9 fields to fill in with your own policy, contacts and locations; each one is highlighted inside the course.
What learners can do at the end of each lesson. Minutes are an estimate.
Before you begin · An adjuster, Tom, gets a theft claim reported a week after a policy started, with receipts for brand-new electronics from a shop that has since closed · What would you do?
Types · Red flags · Check
Five steps · A good referral contains · Check
The new policy · One red flag, honest customer · Sort it
Inside the organisation · Treating customers fairly during a referral · Check
Your next steps · Practice