Broker’s Role in the Claims Process

Learn more about claims and how to assist your clients

2 General ICM CE Credits / 2 GICS CE Credits


Derek Sarluis, Q.Med, CIP is a 37-year veteran of the insurance industry in Ontario. He spent many years as VP, Claims, the last 10 0f which with a large Public Sector insurance provider. He now conducts mediations and is based in London, Ontario. Derek is a member of the Ontario Insurance Adjusters Association and a past member of The Canadian Insurance Claims Managers Association. He is also a past Director of the Insurance Institute of Southwestern Ontario, instructed CIP courses for over 10 years and is a past Vice-Chair of the IBC Claims Committee.

Program Objectives

The Broker’s role in the claim process is not only to advise the client on reporting procedures but to also advocate for the client if the claim handling is not meeting the client’s needs. While the Broker can never become a claim handler, it is entirely acceptable to research the situation and offer persuasive alternatives to the Insurer.


Participants will:

  • Have a better understanding of the claims process (how claims are assigned, how coverage or denial decisions aremade, how first party claims are assessed, what a claims reserve is)
  • Be able to better counsel, advise and advocate for your clients
  • Learn the stages of litigation and how liability claims are settled

Event Details

Date December 13, 2018

Time 9:30 am – 11:45 am

Registration Fee $125.00 (GST Included)

Derek Sarluis, Q.Med, CIP

Event Type Seminars & Webinars