How does you agency handle claims?

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pageltd
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Posts: 134
Joined: Wed Jan 25, 2012 7:05 pm

How does you agency handle claims?

Post by pageltd » Wed Mar 20, 2019 10:10 am

What's you process for handling claims? From reporting the claim to the company, to closing the claim in your system, what is your process?
Do you follow up with your clients?
If not, why not?
If so, how and how often?
How are things documented?
Where do you draw the line with respect to actions that you will take?
Does your agency management system download claims information?
Can you amend this information with you own notes?
Do you send out a survey when the claim is closed?

In other words, how much ownership do you take during the life of a claim?
George Page
www.pageins.com

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