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.

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, and began his insurance education at the Academy of Insurance, founded by the Trinidad and Tobago Insurance Institute (TTII). He continued his insurance educational pursuits at renowned international institutions 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. He also served as President of the Trinidad and Tobago Insurance Institute and the Association of Insurance Institutes of the Caribbean, and was a member of the Board of Directors of the Association of Trinidad & Tobago Insurance Companies (ATTIC) and Chairman of its Claims Committee. Mr. Beepath currently lectures on the Bachelor’s Degree in Risk and Insurance at the University of the West Indies.