Print Page   |   Contact Us   |   Report Abuse   |   Sign In   |   Sign Up
Claims Process for Brokers
Tell a Friend About This EventTell a Friend
Claims Process for Brokers

How far should you go when a client calls you with a claim? What is your broker role as a trusted advisor? What should you do when claim handling is not meeting your client's needs? Develop your understanding of the claims process so you can counsel, advise, and advocate with the insurer for your clients. Members $110 / Non-Members $180

When: Wednesday, June 26, 2019
9:30 - 11:30 a.m.
Where: Online via webinar
Presenter: Derek Sarluis
Contact: Rochelle Mighty

Online registration is closed.
« Go to Upcoming Event List  


In the claim process, brokers should not only advise the client on reporting procedures but also advocate for the client if the claim handling goes sour (e.g., when the amount of depreciation in an automobile accident scenario is not acceptable to the client). Brokers can never act as claim handlers, but they can research the situation and offer persuasive alternatives to the insurer. Develop your understanding of the claims process so you have stronger footing with the insurer and can provide your clients with the personalized service they trust.

2.0 CE credits for General, Adjuster, and Accident & Sickness licences


  • How are claims assigned?
  • How are coverage or denial decisions made?
  • What is a claims reserve?
  • The stages of litigation
  • How are liability claims settled?

Who should attend

All insurance industry professionals.


Member $110
Non-Member $180

Derek Sarluis, CIP, Q.Med, CSIA (facilitator)

A 37-year veteran of the insurance industry, Derek combines his experience in claims (adjuster, manager, and VP) with his experience as an accredited Qualified Mediator to help clients at the York Street Dispute Resolution Group resolve losses involving insurance liability, municipal liability, E&O, medical malpractice, product liability, and first-party insurance claims. This experience with complex liability and first-party claims, coupled with his experience and training in dispute resolution, has lead him to be an excellent mediation specialist. Along with membership in adjuster associations, Derek is a past director of the Insurance Institute of Ontario (Southwestern Chapter) and a former vice-chair of the IBC Claims Committee.

more IBAA Courses and Events

State of the Collision Repair Industry and Contact-Free Solutions

Errors & Omissions - AM Session

Featured Vendors

Online Surveys
Membership Software Powered by YourMembership  ::  Legal