Insurance Claims Handling Compliance Manual for Loss Assessors

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 31^st 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.