Data Privacy in Claims
Claim files contain protected personal and financial information. The rules governing how that information is stored, shared, and transmitted apply to independent adjusters — not just carriers. This course covers Texas insurance privacy requirements, authorized versus unauthorized disclosure, email and electronic communication standards, and what personal device use means for your compliance obligations. Live on Microsoft Teams. Same-day certificate and TDI roster submission handled after verified completion.
Why two registration levels? Standard is normal registration handling. Rescue is for tight deadlines and moves the student to priority manual review, priority check-in, and first-in-line same-day roster submission after verified completion when completed before cutoff. State transcript posting still depends on TDI processing.
About This Course
Privacy compliance isn't just a carrier responsibility — it follows the adjuster. This course covers the specific state and federal rules that govern claim data, what sharing is required versus prohibited, how email and electronic communication create compliance exposure, and what independent adjusters working outside carrier systems need to know about personal device and remote work obligations.
What It Is
- Live Microsoft Teams session
- 1 CE credit — classroom-equivalent
- Ethics-focused data privacy instruction
- Independent adjuster compliance application
Who It's For
- Texas adjusters handling claims with protected personal data
- Independent adjusters using personal devices or remote setups
- Adjusters who communicate claim information via email
- Supervisors setting communication and data handling standards
What's Included
- Live instruction (attendance verified)
- Completion certificate — same day
- Same-day Sircon roster submission
- Post-course support access
Not the right fit? If you need a different topic, more than one hour, or a rescue-level option for a tight deadline, go to Emergency CE or Texas CE Classes instead.
What Happens After You Register
- 1 Payment confirmation is sent. You receive an order confirmation at the email address used at checkout. Keep this for your records.
- 2 Webinar access is sent by email. Your Microsoft Teams join link is delivered to the email address used at checkout. Check your spam folder if you don't see it before the session.
- 3 Attendance is required. You must be present for the full live session. Partial attendance does not satisfy the 1-credit requirement.
- 4 Certificate and reporting handled after verified completion. Your certificate is issued and your completion is submitted to TDI via Sircon the same day the session ends. Transcript posting timing is controlled by TDI — allow standard processing time after submission.
Pricing
Choose the rate that matches your situation. Both options are for the same live session.
Reporting & Certificates
Completion is submitted to TDI via Sircon the day of the session. Your certificate is issued the same day. If your transcript is not updated within a few business days, contact support with your course code, completion date, and license number before re-registering. Do not re-book before checking.
Next in the Weekend Rotation
Pulled from the current weekend schedule so you can see what's coming next in the live rotation.
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