exams sat between 1 September 2013 - 31 December 2014

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Examination GuideUnit 9 – Customer service in insuranceBased on the 2013/2014 syllabus examined until 31 December 2014ContentsIntroduction to Examination Guide 3IF9 Syllabus 6Specimen Examination 10Specimen Examination Answers and Learning Outcomes Covered 20Published in June 2013 by:The Chartered Insurance Institute42-48 High Road, South Woodford, London E18 2JPTelephone: 020 8989 8464Fax: 020 8530 3052Email: customer.serv@cii.co.uk© The Chartered Insurance Institute 2013IF9 Examination Guide 2013/2014 2
Examination GuideUnit 9 – Customer service in insuranceBased on the 2013/2014 syllabus examined until 31 December 2014IntroductionThis examination guide has been produced by the Examinations Department at the Chartered Insurance Instituteto assist students in their preparation for the IF9 examination. It contains a specimen examination with answerkey.Ideally, students should have completed the majority of their studies before attempting the specimen examination.Students should allow themselves 90 minutes to complete the examination. They should then review theirperformance to identify areas of weakness on which to concentrate the remainder of their study time.Although the specimen examination in this guide is typical of an IF9 examination, it should be noted that it is notpossible to test every single aspect of the syllabus in any one particular examination. To prepare properly for theexamination, candidates should make full use of the tuition options available and read as widely as possible toensure that the whole syllabus has been covered. They should also endeavour to keep as up-to-date as possiblewith developments in the industry by reading the periodicals listed in the IF9 reading list, which is located on thesyllabus in this examination guide and on the CII website at www.cii.co.uk.Background InformationCII examination questions undergo a rigorous writing and editing process before reaching an examination. Thequestions are written to strict guidelines by practitioners with relevant technical knowledge and experience.Questions are very carefully worded to ensure that all the information required to answer the question is providedin a clear and concise manner. They are then edited by an independent panel of experienced practitioners whohave been specifically trained to ensure that questions are technically correct, clear and unambiguous. As a finalcheck, each examination is scrutinised by the Senior Examiner and a CII assessment expert.Occasionally a question will require amendment after the examination guide is first published. In such an event,the revised question will be published on the CII website:1) Visit www.cii.co.uk/qualifications2) Select the appropriate qualification3) Select your unit on the right hand side of the pageCandidates should also refer here for the latest information on changes to law and practice and when they will beexamined.SyllabusThe IF9 syllabus is published on the CII website at www.cii.co.uk. Candidates should note that theexamination is based on the syllabus, rather than on any particular tuition material. Of course, the tuitionmaterial will provide the vast majority of the information required to perform well in the examination, but the CIIrecommends that students consult other reference materials to supplement their studies.IF9 Examination Guide 2013/2014 3
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Page 9 and 10: PeriodicalsThe Journal. London: CII
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exams sat between 1 September 2013 - 31 December 2014

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