Free Fraud Awareness Staff Quiz template
Frontline fraud literacy: red flags, soft fraud rationalisations, and escalation.
5 questions · 1 page · about 2 minutes to answer · fully editable after you start
Claims fraud is caught first by frontline pattern recognition, or not at all. This staff quiz checks the literacy that matters: classic red flags in stories and documents, the soft-fraud rationalisations customers voice, and the escalation path – what to do on suspicion without accusing – plus a confidence self-check that targets refresher training.
The right answers are already marked and the pass mark is set at 60 percent – two of the three scored questions – so it scores itself from the first response. Score by team, not name, and refresh twice yearly; fraud typologies move faster than annual training cycles.
Template preview
This is a picture of every question as a respondent would see it, so nothing on it can be clicked or typed into. Use this template to get your own editable copy.
Opens in the Classic theme, or in your own default theme if you have set one — change it anytime to any of the 4 built-in looks, or build your own on a paid plan.
Page 1
Fraud awareness check
This short quiz checks how well you can spot the signs of insurance fraud. It is a way to learn, so answer as you would in your work. It takes about 2 minutes. If you need help with a specific policy or claim, please contact us directly, as this form may not be read straight away. Please do not include card numbers or passwords.
Q1.A claimant's story changes in a key detail between calls. You should...*
- Politely correct them back to the first version they gave
- Challenge them directly and ask which version is true
- Record both versions word for word and flag it
- Treat the change as minor and carry on
Q2.Which customer comment is a classic soft-fraud rationalisation?*
- My premiums have gone up again this year
- The insurer expects you to round the claim up
- I need the claim paid before the end of the month
- The excess is higher than I expected
Q3.A receipt looks edited. Your FIRST action?*
- Reject the claim straight away and explain why
- Tell the customer you think the receipt is fake
- Ask the customer whether they edited it themselves
- Flag it to the fraud team and carry on neutrally
Q4.Your confidence spotting fraud indicators in daily work?
Q5.Describe a pattern you have seen that training never mentioned.
Where this template is used
More Insurance templates
Browse all Insurance templates
Home Insurance Quote Intake
Property, security, history, and cover wants – the quote request that quotes itself.
Insurance Claim Experience Survey
The moment of truth: claim ease, speed, fairness, and renewal impact.
Insurance Portal & App Feedback
Documents, claims tracking, and self-service – digital insurance graded by users.