Tag: Claims
Case Study – Managing an International Claim
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
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)
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)
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
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...