Tuesday, December 7, 2021

Tag: Claims

Case Study – Managing an International Claim

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In this claims case study, Melbourne adviser, Aaron Zelman, shares the difficulties he encountered managing a claim for a client who spent most of...

Insurance How To – Submitting a Group Insurance Claim

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In this Insurance How To, Donna Selby, from specialist insurance administration firm, Australian Group Insurance, shares with advisers her firm’s experience in how to...

Case Study – Interpreting the Policy Intent (Example 1)

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In this claims case study, the adviser was able to negotiate an overturn of the insurer's original decision to decline the claim by looking...

Case Study – Interpreting the Policy Intent (Example 2)

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In this claims case study, the claimant was denied a TPD payment as her specialist did not believe she would be unable to work...

Case Study – Adviser Comes to Rescue of Breast Cancer Sufferer

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This case study details the pro bono work of Western Australian adviser, Rebecca Newton, who won the pro bono category Award in Financial Wisdom’s...