Loss Assessors (claims handling)

This section of the website will provide you with the guidance you need to handle Insurance claims compliantly. It also contains registers for recording Complaints, Adverts etc and further supporting documents to help assist you to ensure your business remains compliant.

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.

You can purchase now or join our member’s club and gain access to all our documents, manuals, policies and templates.

These documents are specifically for firms who act on behalf of customers who are claiming on an insurance policy.  Also referred to as Loss Assessors.

The bundle includes a variety of documents that firms handling claims may find useful to record financial promotions and breaches.  It also includes a template mandate that is commonly used by firms to obtain the customers authority to act on their behalf.

You can purchase now or join our member’s club and gain access to all our documents, manuals, policies and templates.

This bundle includes a variety of template letters that firms can use to acknowledge a Complaint all the way through to sending a Final Response Letter.  It also includes a Summary Resolution Letter in cases where the complaint has been dealt with within 3 working days.

You can purchase now or join our member’s club and gain access to all our documents, manuals, policies and templates.

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  • FCA General Compliance Handling Documents for Loss Assessors

    £165.00
  • FCA Insurance Claims Handling Compliance Manual for Loss Assessors

    £695.00
  • FCA Insurance Complaints Handling Documents

    £95.00