CPD module · education only

Claims desk scripts

BD-204 · ~40 min · Complete · 100%

Learning outcomes

• Separate education scripts from advice conversations
• Document claim stages with clear as-at language
• Know when to stop and refer to a licensed FSP

Claims desk scripts help teams stay consistent when explaining process steps. This module is general education for industry desks — not personalised advice.

Scripts should name the document type, the as-at date, and whether a figure is illustrative. Never invent regulator or accreditor endorsement.

Completion on this staging site records local progress only. No live CPD points are awarded.