Documentation

Principle
 The handling of a claim should be appropriately documented and information relevant to the management of the claim retained for a reasonable period.

 Minimum standards
  • Managing agents should specify documentation requirements that allow effective and proactive management of claims.
  • Open/closed files are audited taking account of relevant requirements, and the results reviewed with the interested personnel and any adjustments made.
  • Feedback on files is shared with claims teams to develop good practice.
  • An appropriate document retention policy, taking account of legal and compliance requirements, is in place.
Last updated on 04 May 2007