Insurance Claims Handling Compliance Manual for Loss Assessors
£985.00
This manual is specifically for firms who act on behalf of customers who are claiming on an insurance policy. Also referred to as Loss Assessors.
The manual incorporates all areas of compliance including claims handling, complaints procedure, financial promotions, anti bribery, General Data Protection Regulations (GDPR), Financial Crime, HM Sanctions, Vulnerable Customers, training and competence.
The manual has also been updated so that it meets the Consumer Duty requirements which affects all regulated services from the 31st July 2023. This includes ensuring the service offered is fit for purpose, offers a fair value and that communications and customer support allow consumers to make and act on well-informed decisions.
FORMAT: All documents are downloadable via email upon receipt of payment.
Written & reviewed by the Ecompli founder — With over 20 years in financial services and having founded Ecompli in 2006, our compliance documents are written by a specialist with hands-on expertise in FCA regulation across the mortgage, general insurance, equity release, and insurance claims handling sectors. Every guide and template is personally developed to turn complex regulatory requirements into clear, practical tools your firm can actually use.
There are plenty of free templates and AI-generated documents available online. The challenge is knowing whether they genuinely reflect FCA requirements, align with Consumer Duty expectations and work in practice for your firm. Our documents are written by Ecompli’s founder and are designed specifically for regulated firms. Every manual, register and template is created to provide practical, usable guidance that supports implementation, helping firms move beyond theory and into demonstrable compliance.
