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Insurance Claims Handling Process (IF4)

Insurance Claims Handling Process (IF4) provides you with knowledge and understanding of the claims handling process including notification, assessment, settlement and associate financial factors.

The default Enrolment option for this unit includes:

  • Latest version of the core learning content, in digital format only.
  • Additional revision aids

    • Key Facts Booklet
    • Knowledge Checker
    • E-learn
  • Assessment entry.

**Click here for an important notice for international deliveries**

In this unit we will look at the knowledge and skills you will need to handle claims in a professional, consistent and accurate manner. And because claims handling is of such importance, we will place claims handling within the wider context of the systems, processes and functions that surround it.

The Oxford Dictionary defines insurance as 'an arrangement by which a company...undertakes to provide a guarantee of compensation for specified loss, damage, illness, or death in return for payment of a specified premium'. From this it will be apparent that the key role of insurance is the provision of compensation. In other words, we could say that insurance exists to pay claims. A person or company pays their premium in the expectation that, should the worst happen and the insured against event occurs, they will be financially protected.

Building a successful career in insurance

This course is for you if you work in insurance or aspire for a rewarding career in insurance.

Insurance Claims Handling Process (IF4) counts towards achieving the Certificate in Insurance. It may also count towards the Diploma in Insurance and the Advanced Diploma in Insurance.

Summary of learning outcomes  

  1. Understand the general principles in the claims handling process.
  2. Understand insurance products and associated services.
  3. Understand claims consideration and administration.
  4. Understand claims handling procedures and related claims services.
  5. Understand claims handling operations.
  6. Understand claims settlement.
  7. Understand how expenses are managed.


  • 2-hour exam
  • 75 multiple choice questions
  • 70% nominal pass mark
  • The 2021 pass rate for this unit was 74%

Units treated as equivalent

Due to the extent of syllabus overlap, certain combinations of current and withdrawn units will result in only one award of credits.

If a withdrawn equivalent is held you may not need to complete a current unit in order to satisfy a qualification's completion rules. Clarification should always be sought from CII Customer Service.

Find out more about credit awards for equivalent units

Study material - editions available

2022 edition (applicable to exams sat 01 Jan 22 to 31 Dec 2022) 

2023 edition (applicable to exams sat 01 Jan 23 to 31 Dec 2023) **Availability - Printed & Digital 31 Oct 22**

Revision aids available **Please check the individual shop pages for the availability dates for the 2023 edition**

The revision aids available for this unit are listed below. You can find more details about these here.

  • Key Facts Booklet
  • Knowledge Checker
  • E-learn

Note for purchasing revision aids: please make sure you do not already have the revision aid(s) as part of any Enrolment plus purchase.