Strategic Claims Management (996)

Strategic Claims Management (996) provides you with an introduction to the concepts and processes of strategic claims management, together with some of the issues that need to be addressed by leaders at this level.

The default Enrolment option for this unit includes:

  • Latest version of the core learning content, in digital format only, delivered on RevisionMate.
  • Assessment entry.

Strategic Claims Management syllabus and study text take you beyond the day-to-day operational management of the claims function and are aimed at those who have, or aspire to have, responsibility for a claims function as part of their role. It is intended for those nearing the completion of their ACII qualification who have already developed a solid grounding in the technical aspects of insurance and will be approaching, or have already reached, first-line management.

It is assumed that you have knowledge of insurance organisations, finance and regulations. In addition, such assumed knowledge could include: first-line supervisory management, including, e.g. interviewing techniques and performance management; handling of complaints; negotiation skills; and the management of claims.

Success in the 996 assessment will require you to undertake further reading and private research beyond this core text.

Building a successful career in insurance

Strategic Claims Management (996) is intended for Claims specialists with several years' experience who are looking to develop their career through the route: Section Head; Departmental Claims Manager; Company Claims Manager and anyone who interacts with the claims function. It can also apply to those who receive claims data.

It is assumed that you already have a grounding in claims gained from study of Claims Practice (M85) or Advanced Claims (820), and knowledge of insurance organisations, finance and regulations as typically covered in Insurance, Legal and Regulatory (IF1), or Insurance Business and Finance (M92) or equivalent examinations.

Summary of learning outcomes

  1. Discuss the role of strategic claims management within the insurance value chain.
  2. Evaluate the implications of regulation for a claims function.
  3. Evaluate the claims strategy within the broader business context, culture and corporate strategy.
  4. Evaluate the financial impact of the claims strategy on the business.
  5. Analyse the requirements of a leadership role in the claims function.
  6. Analyse wider issues that affect claims strategy.


  • 3 coursework assignments of up to 3,200 words
  • For purchases on, or after, the 21/03/2023, 12-month enrolment with assignments due at 3,6,9 months. This may be different to previous enrolments you have purchased for CII units.
  • 50% pass mark
  • The average pass rate for those completing Advanced Diploma in Insurance coursework units in full is currently 97.0%

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

Enrolment (12 months)