RTA Process Stage 1 Guide


SKU: RTASTAGE1 Categories: ,


Our RTA Process Stage 1 Guide is a Level 2: Experienced Practitioner webinar

This Webinar will cover all you need to know about Stage 1 of the RTA Portal. Knowing which cases should be commenced via the Portal and the Exit opportunities at Stage 1 is vital to running cost effective and successful RTA Portal cases.

After watching our Webinar you will have learnt:

  • The cases that need to be commenced in the Portal
  • The costs consequences of failing to commence claims within the Portal
  • The key requirements in the Protocol in relation to the upper and lower valuation of a claim and the implications for costs
  • The key issues and best practice when completing the CNF
  • The key issues for the Insurer’s rejection of the CNF and the best practice for dealing with rejects
  • The CUEPI obligations under the RTA Portal
  • The timing, Insurer obligations and options on receipt of the CNF
  • The meaning of a liability admission in the Portal and the options for resiling from Portal admissions
  • The correct Portal procedure where there are limitation issues
  • The relevance of issues of seatbelts, fraud and small claims track value when proceeding in the Portal
  • The Exit opportunities at Stage 1 of the Process

We will be discussing: 

Stage 1 – Notification

  • What falls in and out of the process
  • Valuation and Consideration of the Claim
  • CNF – Form filling & Reject Options
  • Claimant CUEPI Checks
  • Timings
    • Electronic Acknowledgment
    • Insurer Liability Response
  • Liability Admitted
  • Admissions
  • Limitation
  • Seatbelt
  • Fraud
  • SCT Case
  • Exits

Book this Webinar if you want to be able to:

  • Advise Claimants on the appropriate procedure for commencement of the claim
  • Advise on the costs consequences for cases not commenced within the Portal
  • Advise Claimants on the Portal provisions in relation to upper and lower values and the implications for costs
  • Fully complete the CNF and adopt best practice
  • Advise Claimants on the CUEPI obligations and the implications of the information collected
  • Advise Claimants on Insurer obligations and timings
  • Advise Claimants on the Insurer’s admission of liability and the possibilities of the Insurer resiling from the admission
  • Take effective steps to commence protective proceedings in Portal cases
  • Advise Claimants on the implications of issues such as seatbelts, fraud and small claims track value being raised by the Insurers
  • Ensure that all opportunities for Exit at Stage 1 of the process are signposted and acted upon within the relevant time limits


This webinar is now available as a recording and you can access it whenever you wish. The recording link can be accessed for a whole year after the initial presentation. Our delegates will also receive the power point presentation slides used by our trainer during the webinar presentation.

Your Trainer:

RTA Process Stage 1 GuideNicky Carter is a self-employed Solicitor and Legal Trainer and has been delivering training for us since 2010.



Prices for MASS Members are £75 for a single view and £150 for a group view

Prices for Non Members are £95 for a single view and £190 for a group view

Book online via our website by choosing an option above or fill in our booking form and return it to

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