Insurance Claims Handling Documents for Loss Assessors


  • Advertising Register – Excel Document
  • Breach Register – Excel Document
  • Template Claims Handling Mandate – Word Document
  • CPD Training Form – Excel Document
  • ICOB Jargon Buster – Word Document
  • Locum Agreement Template – Word Document
  • Introducer Letter – Word Document

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.

FORMAT: All documents are downloadable via email upon receipt of payment.