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?
Check proposal against validation criteria
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Proposal is thoroughly matched against the relevant validation criteria according to organisation procedures Completed |
Evidence:
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Further requirements are determined and addressed according to organisation procedures and within authorities Completed |
Evidence:
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Obtain additional specialist information
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Appropriate sources of further information are identified to enable the efficient collection of further data Completed |
Evidence:
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Confidentiality of the parties involved from which further information is obtained is protected Completed |
Evidence:
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All further information to satisfy outstanding validation criteria is obtained within specified timeframes Completed |
Evidence:
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Assign validity to proposal
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Proposal is reviewed to ensure it meets validation criteria and is within authorities' responsibility Completed |
Evidence:
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Proposals for clients with adverse experience or which fall outside validation criteria are referred to underwriter as appropriate and according to organisation procedures Completed |
Evidence:
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Proposal is actioned according to underwriter instructions and organisation procedures Completed |
Evidence:
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Decisions are promptly communicated to all relevant parties Completed |
Evidence:
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Update appropriate register
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Proposals and supporting documentation are collected and collated according to organisation procedures Completed |
Evidence:
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Proposal information is accurately cross checked to verify input data Completed |
Evidence:
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Proposal information is clearly and accurately recorded on register following organisation procedures and within legislative requirements Completed |
Evidence:
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Policy information is sent to relevant parties within timeframes to comply with legislation and organisation communication procedures Completed |
Evidence:
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Prepare policy documentation
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All relevant information is collated to prepare policy documents without errors or omissions Completed |
Evidence:
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Policy documents are assembled to ensure the terms and conditions reflect the accepted proposal Completed |
Evidence:
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Documentation that meets all legislative and organisation standards and procedures is authorised Completed |
Evidence:
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Completed policy records are filed in accordance with organisation procedures Completed |
Evidence:
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Issue and dispatch policy documentation
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Data on insurance proposals is accurately captured without omissions and within organisation timelines Completed |
Evidence:
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Policy documentation is completed and reviewed to ensure it complies with legislative requirements Completed |
Evidence:
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Dispatch method is selected in line with organisation procedures and documentation is dispatched promptly and in a manner that will protect the confidentiality of affected parties Completed |
Evidence:
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Intermediaries are notified on date of dispatch to ensure quality customer relations are maintained Completed |
Evidence:
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Policy documentation is accurately filed in accordance with organisation procedures Completed |
Evidence:
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Cancellations of policies occurring within cooling-off period are processed in accordance with client instructions Completed |
Evidence:
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