Here’s what our Claims Assistants
can do for your Agency :
First Notice of Loss
- Intake from Insured
- Lookup of policy in your system (if neccesary)
- Handoff to carrier
- Update agent via email
- After-hours coverage (available for an additional fee)
- Provide insured education before filing a claim — proper mitigation,
- coverage limits, deductable, etc.)
Initial Claim Check
- Call insured regarding a claim recently reported
- Intro on behalf of agency
- What are damages/allegations ?
- Guidance on mitigation/documentation
- Have they heard from their adjuster?
- Any questions or concerns?
- Email bullets with info above to agency
Claim Follow-Up
- Interact with insured
- Call carrier and get claim info – adjuster, claim #, status OR
- Respond to insured query and obtain requested details
Insured 10-day Follow-up
- Call insured to check in on the claim process – are they getting taken care of, any questions, etc.
- Update agent via email
Open Claims Review
- Review of open files
- Inquire with carrier regarding reserves