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Concurrent Session Onsite and Online

PFP2436. What to do When Your Insurance Company says "No"

Our world has been stricken with catastrophic events and suffered perils in the past few years that have people questioning their protection. This session will assist the participant by providing guidance and information pertaining to the appeals process for various coverages when claims have been denied. The speakers share their significant experience in the claims and appeals process facilitating better results for clients. After this session, participants will be more confident in providing risk management services for their clients.


Learning Objectives:

  • Identify the types of coverage and the exclusions typically contained within insurance policies.
  • Identify how to file an appeal with your carrier and efficiently utilize the process to seek better outcomes for your clients.
  • Recognize why you should be performing this valuable service for your clients.
Date/Time
CPE Credits
1.5
NASBA Field of Study
Finance
Level
Intermediate
Prerequisites
3-4 years in the profession
Advanced Preparation
None
Session Tags
PFP