INS.06.02officeUnion-wide competence
Purpose and competence
Insurance exclusion disclosure is maintained for Exclusion disclosure. Its scope follows the office’s mandate: Make exclusions understandable and assessable before a person relies on the policy.
An exclusion is added only after the insured event
Record specification
Custodian and access
Exclusion disclosure assessment lead → · Public records access procedureFinding and assessment question
- Instrument
- Insurance exclusion disclosure
- Illustrative question
- An exclusion is added only after the insured event
- Assessable source material
- exclusion wording; supported rationale; sales context