Type Speaker CPD Hours Level
3 IntroductionInformation
Accreditation Information
SRA Competency B


Whether you have experience of the RTA low value process or come to the Portal for the first time, knowing how the process works will be vital for you to get the best results for your clients.

This live broadcast session will get you up to speed on the RTA process with a step by step guide to Stages 1 and 2.

What You Will Learn

This live and interactive session will cover the following:

  • What falls in and out of the new process?

Stage 1

  • CNF - best practice form filling
  • Exits - if, how and when
  • Costs within and outside the process
  • Insurer response - admission

Stage 2

  • Putting together the settlement pack
    • Losses
  • Is this an interim settlement pack
  • Interim - options
  • Exit - when can the client’s best interests be served by commencing Part 7 proceedings
  • Costs recovery - ensuring payment
  • End Stage 2 - settlement or Stage 3

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.

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Learn Live | 21.11.2019

N/A | 10:00am - 1:00pm

An Introduction to the RTA Claims Portal with Nicky Carter

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10:00am - 1:00pm

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Group bookings
Discounts are available for multiple places. If you have 5 or more people interested in participating in this virtual learning session please email us at information@mblseminars.com for more information.

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