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How To Talk With The People At Your Insurance Company (Make A Friend)

What To Do When It Is Time To End The Call With The Insurer

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You learned all you can from the person with whom you've been speaking. Don't just hang up -- you're not finished yet.

Summarize the result

Make sure you both understand the result -- she is sending you something or you are sending her something or you're writing an appeal to someone else, etc. It's the best way to assure you are both on the same page.

Get the person's direct phone number

If you don't already have it, now is the time to ask if there's a more direct way to reach her if you need to call again. Is there a direct number or an extension? Direct lines are generally not toll-free but will save you time.

Thank the person

Thank the person for his time and for being such a great help (if appropriate) and use his name again. "I'm sorry you're denying my claim. I obviously disagree and will be sending in an appeal. But, Barry, I want to thank you for taking the time that you did to explain it so thoroughly to me."


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