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 and clarify the customer's request
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Customer's requirements are identified Completed |
Evidence:
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All necessary information is elicited from the customer Completed |
Evidence:
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Data on insurance proposal is gathered within timelines required by organisation Completed |
Evidence:
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Underwriter's terms and conditions are applied Completed |
Evidence:
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Risk information advised by client is verified Completed |
Evidence:
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Survey requirements are implemented if applicable Completed |
Evidence:
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Issue insurance contact
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Terms and conditions of contract are specified in line with organisation guidelines, policies and procedures Completed |
Evidence:
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If request falls outside the organisation guidelines, decision is referred to the appropriate person Completed |
Evidence:
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Contract documentation is completed and reviewed to ensure it meets legislative requirements Completed |
Evidence:
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Contract is checked for accuracy and omissions according to operating procedures Completed |
Evidence:
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Cover note, quote, or new insurance contract is issued following organisation operating procedures and dispatched to customer Completed |
Evidence:
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Contract documentation is accurately filed in accordance with operating procedures Completed |
Evidence:
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If requested by customer, policy is cancelled and documentation dispatched to customer Completed |
Evidence:
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