Unit of competency Outline
Date retreived
22/07/2026 5:29 PM AWST
22/07/2026 5:29 PM AWST
Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.
Register policy
Register policy
Unit of competency
National Code
FNSPIM407A
FNSPIM407A
State Code
D4284
D4284
TGA Status
Replaced
Replaced
DTWD Status
Replaced
Replaced
State Implementation and Classification
Approved Date
29/07/2014
Field of Education
080399 - Business And Management, N.e.c.
Original Release Date
29/07/2014
Nominal Hours
25
Description
This unit describes the performance outcomes, skills and knowledge required to apply knowledge and skills of personal injury insurance to effectively assess and register policy.This unit may apply to job roles subject to licensing, legislative, regulatory or certification requirements so Commonwealth, State or Territory requirements should be confirmed with the relevant body.
Notes
Elements and Performance Criteria
1. Classify service requests
- 1.1. Customer's enquiry is received and acknowledged to enable delivery of service in accordance with organisation operating procedures and legislative requirements
- 1.2. Customer information is gathered to enable appropriate action to be taken
- 1.3. Appropriate action is taken upon first contact and records are updated according to organisation procedures and legislative requirements
- 1.4. Customer is advised on action taken in a timely manner, in the appropriate form and style and in an unambiguous way
2. Check application form for completion
- 2.1. Application form is thoroughly checked according to organisation procedures and legislative requirements
- 2.2. Further information requirements are determined and addressed according to organisation procedures and legislative requirements
3. Conduct environmental scan
- 3.1. Appropriate sources of further information are identified to enable the efficient collection of further data
- 3.2. Confidentiality of the parties involved from which further information is obtained is protected
- 3.3. All further information is obtained within specified timeframes
- 3.4. Information is assessed to determine predominant activity
- 3.5. Any issues are clarified with the client
- 3.6. Industry classification is assigned
4. Enter data into system to calculate premium
- 4.1. Information is accurately cross-checked to verify input data
- 4.2. Information is clearly and accurately recorded on register following organisation procedures and within legislative requirements
- 4.3. Policy information is sent to relevant parties within timeframes to comply with legislation and organisation communication procedures
RANGE STATEMENT
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.
Organisation operating procedures may include:
codes of practice and policies relating to policy registration
levels and allocation of discretion and authority
policy application documentation and forms
policy registration processes
standard operating procedures.
Customer information may include:
associated insurance business
business activities
extent of cover required
location of business
prior personal injury insurance history.
Appropriate action may include:
cover note production
provide a quotation
handle a request for further information.
Sources of further information may include:
insurers knowledge base and information systems
public web searches and analysis
published business reports and documents
requests for information from organisation representatives.
Industry classification may include:
applications for complex multi-function business operations
business type and type of activities
industry and organisation business classification charts
predetermined industry profiles.
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.
Organisation operating procedures may include:
codes of practice and policies relating to policy registration
levels and allocation of discretion and authority
policy application documentation and forms
policy registration processes
standard operating procedures.
Customer information may include:
associated insurance business
business activities
extent of cover required
location of business
prior personal injury insurance history.
Appropriate action may include:
cover note production
provide a quotation
handle a request for further information.
Sources of further information may include:
insurers knowledge base and information systems
public web searches and analysis
published business reports and documents
requests for information from organisation representatives.
Industry classification may include:
applications for complex multi-function business operations
business type and type of activities
industry and organisation business classification charts
predetermined industry profiles.
EVIDENCE GUIDE
The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.
Overview of assessment
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the ability to:
interpret and comply with industry and organisation obligations and objectives including relevant legislative requirements
deal with questions relating to procedures of the business and policy registration issues that arise for clients
effectively research business and industry data and information
maintain accurate data on organisation information systems.
Context of and specific resources for assessment
Assessment must ensure:
competency is demonstrated in the context of the work environment and conditions specified in the range statement either in a relevant workplace or a closely simulated work environment
access to and the use of a range of common office equipment, technology, software and consumables
access to organisation records
access to organisation policies and procedures.
Method of assessment
A range of assessment methods should be used to assess practical skills and knowledge. The following examples, in combination, are appropriate for this unit:
evaluating an integrated activity, which combines the elements of competency for the unit, or a cluster of related units of competency
observing processes and procedures in workplaces
verbal or written questioning on underpinning knowledge and skills
evaluating samples of work
accessing and validating third party reports.
Guidance information for assessment
The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.
Overview of assessment
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the ability to:
interpret and comply with industry and organisation obligations and objectives including relevant legislative requirements
deal with questions relating to procedures of the business and policy registration issues that arise for clients
effectively research business and industry data and information
maintain accurate data on organisation information systems.
Context of and specific resources for assessment
Assessment must ensure:
competency is demonstrated in the context of the work environment and conditions specified in the range statement either in a relevant workplace or a closely simulated work environment
access to and the use of a range of common office equipment, technology, software and consumables
access to organisation records
access to organisation policies and procedures.
Method of assessment
A range of assessment methods should be used to assess practical skills and knowledge. The following examples, in combination, are appropriate for this unit:
evaluating an integrated activity, which combines the elements of competency for the unit, or a cluster of related units of competency
observing processes and procedures in workplaces
verbal or written questioning on underpinning knowledge and skills
evaluating samples of work
accessing and validating third party reports.
Guidance information for assessment
Replaced By
| State Code | National Code | Title | Type |
|---|---|---|---|
| AUS56 | FNSPIM407 | Register policy | Unit of competency |
| State Code | National Code | Title | Type |
|---|---|---|---|
| S704 | FNS40510 | Certificate IV in Personal Injury Management (Underwriting) | Qualification |