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CPIB Claims Management Self-Study
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Challenge yourself in this flexible and specialized university-level designation program (3 mandatory courses and 3 electives) developed for brokers by brokers. This claims management course is common to all streams of CPIB. Members $200 / Non-members $410

2017-07-01 to 2018-06-30
When: 24/7
12:00 AM
Where: various
Canada
Presenter: Self-study course
Contact: Rob Barnes
1-800-318-0197


Online registration is closed.
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CPIB Program Objectives

  • Develop your potential by specializing in Personal Lines, Commercial Lines, or Broker Management
  • Explore new issues and perspectives through business, analytical, and insurance skills that will be adaptable in a number of environments
  • Take all 6 courses to earn your designation, or take individual courses to sharpen your professionalism in a particular area

CPIB Course Descriptions

Prerequisite: CAIB or AIIC/CIP (Chartered Insurance Professional)
CPIB or CAIB is a prerequisite for IBAA's BBA and MBA. While not a prerequisite for CCIB, CPIB certainly helps with the exams.

Choose one of 3 CPIB streams: Personal Lines, Commercial Lines, or Broker Management. Declare your stream at any point during the course (but ensure your electives and mandatory courses match the stream).


Claims Management & Administration (self-study)

20 CE credits for General and Adjuster licences

This course takes an advanced look at the claims process from the perspective of an insurance broker. Chapters include examples and study questions throughout, begin with objectives, and end with summaries.

Chapter 1: The Brokerage and Claims Management
  • Broker's Role in Practice in the Claims
  • Operational Procedures
  • Broker's Value as a Claims Advisor
  • The Impact of Insurers' Poor Claims Practices
  • Creating a Claims Responsive Brokerage Culture
  • Using Technology to Build Relationships through the Claims Process
  • Surveys in the Claims Process

Chapter 2: The Human Experience of Claims and Communications

  • Listening and Empathy
  • Intentional Listening
  • Empathetic Response
  • Levels of Empathetic Response
  • Understanding the Psychology of Loss
  • Understanding Loss Experience Diversity

Chapter 3: Responsibilities and Rights of the Insured

  • First-Party Losses
  • Misrepresented and Fraudulent Claims
  • Third-Party Losses
  • The Importance of the Application
  • What Is a Claim?
  • Claims in Excess of Policy Limits

Chapter 4: Responsibilities and Rights of the Insurer

  • First-Party Losses
  • The Insurer's Duty of Good Faith
  • Negotiations and Settlement
  • Valuation of Loss
  • Subrogation and Salvage
  • Third-Party Losses
  • Application for Coverage as Basis for Void ab Initio
  • Reservation of Rights
  • Coverage Trigger and Loss Allocation Theories
  • Claims Made and Reported Policies
  • Duties to the Broker

Chapter 5: Responsibilities and Right of the Public

  • Fraud in the Canadian Insurance Industry
  • Law of Insurance Fraud
  • Types of Fraud
  • Responsibilities and Right of Insurance Adjusters
  • To Whom Is a Duty Owned?
  • Adjuster Code of Ethics

Chapter 6: Claims by Assignees and Third Parties: The Claims Process and the Legal System

  • Special Situations: Claims by Assignees and Third Parties
  • Legal Assignment and Equitable Assignment
  • Common Assignments of Insurance Contracts
  • Persons with an Insurable Interest
  • Insuring Multiple Interests
  • Judgement Creditors

Chapter 7: Bad Faith Claims and Punitive Damages

  • Punitive Damages for Breach of Insurance Contracts
  • The Doctrine of Good Faith—A Two-Way Street
  • Proof of Loss
  • Time Limitation for Filing and Rejecting Proofs
  • Non-Waiver Agreements and Reservations of Rights Letters

Chapter 8: The Legal System and Claims

  • The Claims Process and the Legal System
  • The Litigation Process
  • The Economics of Litigation
  • Legislation and Judicial Discretion
  • Property and Casualty Claims
  • Automobile Insurance
  • First-Party Losses
  • Third-Party Losses

Chapter 9: Alternative Dispute Resolution and Claims: A Broker's Perspective

  • Background to ADR
  • Categories of ADR
  • ADR and the Claims Process
  • The Ideal Model—Overview
  • Broker Evaluation of Insurer Complaint Systems
  • External Systems


CPIB Exam (separate registration required)


Please note that you will also need to register online for your CPIB exam in order to complete the course. Book now or when you feel ready.

  • additional cost: $450 members / $900 non-members for first-time exam registrations

Go to the upcoming exam registration dates. For further information, see Exam Policies.


IBAC Designations

Please read the Terms of Reference for Obtaining and Using IBAC Designations.

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