Taxation & Claims for Insurance Products

In this eLearning module on Taxation & Claims for Insurance Products, we will learn about raising and settling claims. We will also learn about the tax benefits on various types of insurance policies.

 

Coverage and structure for eLearning module

 

Topic

Sub-topic

Introduction

  • Understanding the Basics

Documentation and Disclosures

  • Documentation
  • Honest Disclosures
  • Underwriting
  • Factors considered by Underwriters

Taxation

  • Taxation for Life Insurance : Section 80C
  • Taxation for Life Insurance : Other Sections
  • Taxation on Health Insurance
  • Taxation on Business Insurance

Raising a claim

  • Guidelines for Raising a Claim
  • Life Insurance Claims
  • Health Insurance Claims
  • Motor Insurance Claims
  • Home Insurance Claims
  • Claim Settlement Process
  • Types of Claim Settlement
  • Important Regulation

Complaint Redressal Process

  • Complaint Redressal Process

 

 

Module Fees: Rs. 2500/-                                  Access period: 3 months                                 Learning time: 3 hours

 

 

Steps to purchase

 

  • Go to CRISIL Learning platform https://training.crisil.com/
  • On https://training.crisil.com/ (CRISIL Learning platform) – sign up to create your unique login ID and password
  • Once your account is set up, search for "Taxation & Claims for Insurance Products" from the search bar
  • Select the e-learning module - Taxation & Claims for Insurance Products, and click on buy now; it will get added to your cart
  • Click on 'Cart' and purchase the module(s) with your debit or credit card

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Glossary & Resources

 

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Interspersed with practice exercises and interactive examples to help apply concepts

 

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Gamification

 

Final assessment questions & gamification at the end of the module to ensure learning objectives are met