Handle a client's insurance claim

Notify, gather and chase, so the client is paid fairly and on time.

  1. Log the claim and notify the insurer. Most people forget this: Late notice is one of the main reasons claims are refused
  2. Collect evidence from the client
  3. Meet the loss adjuster
  4. Chase the insurer each week
  5. Review the offer
  6. Get the client's agreement (Client signs off)
  7. Close the claim

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