Elements and Performance Criteria
- Identify medical risks
- Identify underwriting significance
- Identify potential life risk implications of supplied medical information according to organisational requirements
- Determine interrelationships between medical conditions and identify medical risk factor implications
- Identify long-term risk implications of medical treatment and recovery processes
- Select and apply appropriate medical risk rating systems and risk handling techniques
- Determine risk acceptance criteria
- Identify risk acceptance criteria to suit type and context of risk in accordance with procedures
- Assess adequacy of medical information against risk acceptance criteria in accordance with procedures
- Consult with relevant personnel within organisation where clarification is sought on adequacy of medical information provided
- Prepare life insurance policy