The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!
From the Wiki University
What evidence can you provide to prove your understanding of each of the following citeria?
Identify required risk changes to insurance program
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Establish all required changes using appropriate checklist or questionnaire Completed |
Evidence:
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Determine alternative risk management strategies to provide client with viable options Completed |
Evidence:
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Review current insurance program to determine whether existing cover can be endorsed or whether new cover/s are required Completed |
Evidence:
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Seek instructions from client about required changes without delay Completed |
Evidence:
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Negotiate change with insurers
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Establish availability of market with suitable terms for client requirements Completed |
Evidence:
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Negotiate all terms required for change with suppliers to provide most beneficial outcome for client Completed |
Evidence:
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Communicate options for changes to client
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Advise client about outcomes of negotiations with insurers to enable informed decision to be made Completed |
Evidence:
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Identify options for client that specify benefits and disadvantages Completed |
Evidence:
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Justify all recommendations Completed |
Evidence:
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Obtain client instructions for program amendments
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Communicate options for changes clearly so that client can make informed decisions on program changes Completed |
Evidence:
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Obtain clear and concise client instructions to enable precise action to be taken Completed |
Evidence:
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Record client instructions according to operating procedures to ensure information is current Completed |
Evidence:
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Confirm all client instructions to protect interests of both broker and client Completed |
Evidence:
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Complete relevant documentation Completed |
Evidence:
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Provide ongoing service where requested by client
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Agree with client type and form of ongoing service, including reporting on performance and review of insurance program Completed |
Evidence:
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Explain any fees and costs for ongoing and specifically defined services, and confirm client’s understanding Completed |
Evidence:
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Schedule and provide ongoing service as required Completed |
Evidence:
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