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Insurance Claims Handling Process (IF4)

IF4 (15 CII credits – Certificate level)

Insurance Claims Handling Process (IF4) provides you with knowledge and understanding of the claims handling process including notification, assessment, settlement and associate financial factors. 

The Oxford Dictionary defines insurance as 'an arrangement by which a company...undertakes to provide a guarantee of compensation for specified loss, damage, illness, or death in return for payment of a specified premium'. From this it will be apparent that the key role of insurance is the provision of compensation. In other words, we could say that insurance exists to pay claims. A person or company pays their premium in the expectation that, should the worst happen and the insured against event occurs, they will be financially protected.

If you are someone who has been tasked with handling claims, you have a key role in presenting your insurer to the world and also to its continued success. In this unit we will look at the knowledge and skills you will need to handle claims in a professional, consistent and accurate manner. And because claims handling is of such importance, we will place claims handling within the wider context of the systems, processes and functions that surround it.

Building a successful career in insurance

This course is for you if you work in insurance or aspire for a rewarding career in insurance. Insurance Claims Handling Process (IF4) counts towards achieving the Certificate in Insurance.

Summary of learning outcomes:

  1. Understand the general principles in the claims handling.
  2. Understand insurance products and associated services.
  3. Understand claims consideration and administration.
  4. Understand claims handling procedures and related claims services.
  5. Understand claims handling systems.
  6. Understand claims settlement.
  7. Understand how expenses are managed. 

More information: 

Download 2020 syllabus (PDF)

Download 2020 exam guide (PDF)


  • 2-hour exam
  • 75 multiple choice questions
  • 70% nominal pass mark

Recommended study hours: 60

Prepare for success with Enrolment plus:

Improve your chances of exam success with Enrolment plus and receive extra IF4 revision aids with your enrolment.

Save while you study:

Members save £92 purchasing extra revision aids with Enrolment plus. Non-members save £102.

Printed and digital options

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Enrolment plus – 2020 edition (applicable to exams sat 01 Jan 20 to 31 Dec 20)

Information Study text, exam entry and additional revision aids

  • Non-members £325.00
  • Members £243.00

Enrolment – 2020 edition (applicable to exams sat 01 Jan 20 to 31 Dec 20)

Information Study text and exam entry

  • Non-members £306.00
  • Members £230.00

Redeem exam voucher or book re-sit

Information Unit IF4 exam

Prices displayed apply to those who wish to purchase an exam re-sit. You can also book here if you have a valid exam voucher for which you will not be charged.

  • Non-members £122.00
  • Members £102.00

Revision aids – 2020 edition (applicable to exams sat 01 Jan 20 to 31 Dec 20)

Information Key facts booklet (Digital only)

  • Non-members £36.00
  • Members £31.00

Information Key facts booklet (Printed and digital)

  • Non-members £36.00
  • Members £31.00

Information Question pack

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  • Members £31.00

Information Learn online tutorial

  • Non-members £51.00
  • Members £46.00

Study text renewal

Information Update your study text to the next edition (Digital only)

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Information Update your study text to the next edition (Printed and digital)

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  • Members £65.00