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Evidence Guide: FNSILF406 - Collect and manage information to facilitate claims assessment

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

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

 

FNSILF406 - Collect and manage information to facilitate claims assessment

What evidence can you provide to prove your understanding of each of the following citeria?

Identify information needs

  1. Review claim files and life insurance policy to identify payment criteria
  2. Identify additional information needed as evidence for claims assessment
Review claim files and life insurance policy to identify payment criteria

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify additional information needed as evidence for claims assessment

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Plan information collection

  1. Identify appropriate sources of required proofs
  2. Select and enact an appropriate information collection method
Identify appropriate sources of required proofs

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Select and enact an appropriate information collection method

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Collect and manage information

  1. Collect additional information from appropriate sources in accordance with procedures
  2. Manage investigations in accordance with ethical and regulatory requirements
  3. Consult appropriate personnel within organisation where investigations reveal need to escalate issues for clarification
  4. Organise information for clarity and accessibility in accordance with procedures
Collect additional information from appropriate sources in accordance with procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Manage investigations in accordance with ethical and regulatory requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Consult appropriate personnel within organisation where investigations reveal need to escalate issues for clarification

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Organise information for clarity and accessibility in accordance with procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Identify information needs

1.1 Review claim files and life insurance policy to identify payment criteria

1.2 Identify additional information needed as evidence for claims assessment

2. Plan information collection

2.1 Identify appropriate sources of required proofs

2.2 Select and enact an appropriate information collection method

3. Collect and manage information

3.1 Collect additional information from appropriate sources in accordance with procedures

3.2 Manage investigations in accordance with ethical and regulatory requirements

3.3 Consult appropriate personnel within organisation where investigations reveal need to escalate issues for clarification

3.4 Organise information for clarity and accessibility in accordance with procedures

Required Skills and Knowledge

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Identify information needs

1.1 Review claim files and life insurance policy to identify payment criteria

1.2 Identify additional information needed as evidence for claims assessment

2. Plan information collection

2.1 Identify appropriate sources of required proofs

2.2 Select and enact an appropriate information collection method

3. Collect and manage information

3.1 Collect additional information from appropriate sources in accordance with procedures

3.2 Manage investigations in accordance with ethical and regulatory requirements

3.3 Consult appropriate personnel within organisation where investigations reveal need to escalate issues for clarification

3.4 Organise information for clarity and accessibility in accordance with procedures

Evidence of the ability to:

gather information in a format suitable to facilitate assessment of claims

perform claims assessment tasks in accordance with relevant procedures and regulatory requirements.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

To complete the unit requirements safely and effectively, the individual must:

outline life insurance administrative requirements relating to life insurance claims assessment

explain life insurance policy payment criteria

outline life insurance policy terms and conditions

outline organisational procedures relating to life insurance claims assessment

explain organisational systems for data entry and filing

explain product information

outline relevant regulatory requirements relating to life insurance claims assessment

outline potential areas in the claims process that may require detailed investigation.