CLT
  Client Retention Training for Insurance Claims Sector
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This course has been designed for claims handlers who are acting on behalf of the defendant company who are paying out on a claim. Content and duration can be tailored accordingly.

• Client psychology

- What’s in it for them?

- What do they want as an outcome?

- On the phone - read the signals- what is the purpose of the call?

- The personality type

- Dealing with barriers effectively- ‘tie-ins’

- The complaint

- Anxiety

- Anger and upset

- Pre-occupation

- Uncertainty

- Ambivalence

- PTSD/shock

• Identify the objective of the call

- What stage are they at?

- What is important to them? establishing their needs?

- Effective listening skills

- Gathering information- open and closed questioning techniques

- Posting the information to the correct principle

- The check list in operation

• Assessing and evaluating the claim

- Who is the claimant?

- Evidence and witnesses

- Measures of loss – special and general damages

- Helping them through the small print outcomes ‘bracket’

• Already dissatisfied

- Time wasters and exaggerated claims

- At cross-purposes with you

- Personality clashes

- The problem of you

- Why are they unhappy?

- Dealing with complaints

• Providing information about processing their claim

- Assessment procedures

- Time scales

- Who decides?

- Negotiation with/on behalf of the Claimant

• Information about your service

- Be positive, persuasive, pro-active

- Next steps- give them a stake

• Conduct and ethics

- Regulation and legislation

- Obligations under the Solicitors Code of Conduct

• The practical exercise- the recorded call.


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