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Insurance Claims Handling Firms Only

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.

If you advise on Mortgages or General Insurance please refer to the relevant sections under Mortgage Advice and Non-Investment Insurance.

Claims Only Firms Compliance Manual

Claims Only Firms Compliance Manual V14 2 MBDOCDownload

General Compliance Supporting Documents

Advertising Register V2 30 KBXLSDownload
Breach Register V2 17 KBXLSDownload
Template Claims Handling Mandate V3 61 KBDOCDownload
CPD Training Form V2 14 KBXLSDownload
ICOB Jargon Buster V4 28 KBDOCDownload
Locum Agreement Template V2 26 KBDOCDownload
Introducer Letter 26 KBDOCDownload

Complaints Handling Supporting Documents

Complaints Register V2 14 KBXLSDownload
Complaint Handling Leaflet V8 34 KBDOCDownload
Acknowledgement Letter V4 28 KBDOCDownload
8 Week Written Response Letter V5 29 KBDOCDownload
Final Response V4 35 KBDOCDownload
Letter of Acceptance V4 26 KBDOCDownload
Submission Letter V5 28 KBDOCDownload
Forwarding to another firm letter V2 27 KBDOCDownload

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