Course Images

Claims: What You Need to Know

Claims: What You Need to Know

Highlights

  • Delivered Online

  • All levels

Description

Instructor-led via Zoom. Claims are a defining moment in the customer journey. Handle them right, and you've got a fan for life. Mess them up, and you risk losing everything. Transform a potentially negative experience into a positive one that strengthens your bond with your clients. Our course offers a review of a hypothetical claims scenario. Learn best practices for claims handling and how to prevent Errors and Omissions claims.

Imagine this:

  • Happy customers singing your praises and referring you to everyone they know.

  • Renewal rates increasing as your reputation for claims experience spreads.

  • Peace of mind that comes from knowing you're handling claims the right way, every time.

Our program is packed with:

  • What critical things to say and NOT say when a client calls in with a claim

  • What to do when multiple policies potentially cover a claim

  • How to respond to third parties contacting you for information

  • Procedures to have in place for handling claims

  • Criteria for when to involve your E&O carrier

  • How to take a loss notice

  • Proper documentation of a claim

  • Dealing with policy and coverage issues after a claim is reported

  • Reservation of Rights letters

  • Overview of an insurance producer's E&O policy

  • The most common examples of insurance E&O claims are covered

  • Best practices to prevent E&O claims

Frequently Asked Questions

  • What are the key requirements to earn CE credit?

    You must attend the live webinar in real-time, log in and out as instructed, provide your National Producer Number and State license info, actively participate, and stay for the full session.

  • Is a final exam required?

    No, the instructor-led webinars do not require a final exam.

  • How are both participation and attendance monitored?

    Active participation is required. You will need to respond to instructor questions, answer at least two polling questions within one minute, and engage using the Chat feature. Attendance is monitored via your login/log-out times, Chat activity, and session records.

  • What happens if I’m late or inactive?

    Late arrivals, inactivity, or lack of participation (e.g., not answering poll questions) will result in no CE credit being awarded.

  • Are there Texas state-specific rules I need to follow?

    Texas Residents: A minimum of three students must be enrolled for CE credit to be issued.

  • What is the Refund Policy?

    Thank you for your trust in Insurance Centers of America, Inc. Education. Our goal is to provide you with a quality learning experience enabling you to enhance your insurance carrier. If you are not entirely satisfied with your experience, you may request a refund per the following terms:

    All Classes except Pre-Licensing

    Refunds will be provided up to 30 days before the start of the enrolled course. Within 30 days before your class start date, you can contact us to reschedule the class on a different date at no additional charge. Once a class has started, there are no refunds. You may reschedule your course at a 50% discount rate on your original purchase.

    Pre-Licensing Instructor Led

    Our goal is to have you successfully complete your state license exam on your first attempt by utilizing the materials provided and actively participating in the instructor-led classes. Should a student not pass the state exam, we will provide the two (2) days of exam preparation at no additional charge if taken with 60 days of your initial exam attempt.

    Self-Study Pre-licensing & Web CE

    Please refer to the WebCE.com

    Texts Books/Workbooks

    There are NO REFUNDS on textbooks or workbooks once these materials have been received by the student.

    How to Request a Refund

    All refund requests must be made through the link in the My Account on the ICA Insurance Education website. No telephone or verbal requests will be accepted.

      All refund requests must include the following:
    • 1. Purchaser Name
    • 2. Student Name (if different than purchaser)
    • 3. Order Number
    • 4. Class you want refunded
    • 5. Reason for refund request

    Access to Class Materials

    Students will have access to the class and materials for 60 days after date of enrollment.

course Content

1 sections1 lessons
Contents1 lessons
  1. 1Course Material

Reviews