Advisers reskill in claims process

Clients kept in the loop

By Julie May
Wed 16 Jul 2008

Zurich will host a forum to educate advisers about the claims process to help clients.

The more life insurers disclose about the claims process, the more advisers will be able to keep clients in the loop about the procedures of making a claim, a global financial services firm has said.

This lack of focus has left financial advisers unaware of the steps involved, and the rigour and rationale behind the process, potentially limiting their advice when a client makes a claim, Zurich life risk national sales manager Kevin Goss said.

To combat the problem, online education provider, the risk store and Zurich have teamed up to deliver the Life Risk Masters Forum, which aims to up-skill advisers on topics that are not delivered in other forums.

Themed 'Delivering the Value of the Promise', sessions and key-note speakers from the insurance industry will focus on all aspects of the claims process to provide a holistic understanding to advisers.

"Up until now, the life risk claims process has had an air of mystic, which we are aiming to illuminate and transform through education," Goss said.

"At Zurich we recommend advisers get involved in the process.

"Claims time is most likely a highly emotional and difficult time for clients, so being an advocate provides not only value-added service, but will keep angst to a minimum so clients can concentrate on more important things, like recovering from illness or making family arrangements.

"The more advisers understand the principles of claims management, the more value they can add to their clients in terms of advice and service."

The Life Risk Masters Forum commences on August 12 in South Australia, followed by sessions in Western Australia, Queensland, New South Wales and Victoria.

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