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, delivered on RevisionMate.
  • Revision aids: Key Facts Booklet, Knowledge Checker, E-learn (delivered on RevisionMate).

  • Assessment entry.

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 2022 pass rate for this unit was 73%

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Due to the extent of syllabus overlap, certain combinations of current and withdrawn units will result in only one award of credits.

If a withdrawn equivalent is held you may not need to complete a current unit in order to satisfy a qualification's completion rules.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

Course delivery

Instructions on accessing your course on RevisionMate will be sent to your registered email address. This is typically within two working days of your order being placed, but may be longer, particularly if payment is made by bank transfer or the unit is available as a pre-order.

Study material - editions available

2024 edition (applicable to exams sat 01 Jan 24 to 31 Dec 2024) 

Revision aids available 

The revision aids available for this unit are listed below. Find out more details**Please see individual shop pages for 2024 edition availability**

  • 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.