The Role of the Intermediary in the General Claims Handling Process

This interactive session is intended to providing participants with a practical approach to the Intermediary’s treating of claims in so far as it affects the Insured and Third Parties.

Learning Outcomes: At the end of the session, participants will be able to:

• Understand the intermediary’s role in assisting clients in the claims handling process.
• Gain insight into fulfilling policy requirements.
• Provide guidance in the preparation of claim forms and other supporting documents.
• Become familiar with the guidelines issued by the Central Bank of Trinidad and Tobago (CBTT).
• Understand how mediation can assist in the claims settlement process.

Mr. Sookdeo Beepath joined the insurance industry in Trinidad and Tobago in 1972 as a clerical officer. Thereafter, he began taking courses in several insurance disciplines at the Academy of Insurance. He continued his insurance education in Mumbai, India and Zurich, Switzerland. Mr. Beepath holds a Certificate in Human Resource Management and a Diploma in Industrial Relations. He is also a Certified Financial Planner. He read for his MBA in Business Management at the Arthur Lok Jack Graduate School of Business. Sookdeo served as President of the Trinidad and Tobago Insurance Institute and the Association of Insurance Institutes of the Caribbean. He was a member of the Board of Directors of the Association of Trinidad & Tobago Insurance Companies (ATTIC) and Chairman of its Claims Committee. He currently lectures to the Bachelor’s Degree in Risk and Insurance at the University of the West Indies.