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

What To Do After A Call With An Insurer

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After completing a call with an insurance company, it  is advisable to:
  • Finish your notes about the call. Make the notes clear enough that even on a bad day, you'll understand what they're about. It's better to write too much than too little.
  • Add the name and phone number to your contacts at the company.
  • Store the notes with your file on the particular subject.
  • Take a deep breath. Relax. Congratulate yourself on a job well done.

Next time you have a question about the subject, try to work with the same person, particularly if it is about a claim.

  • Wait for the person if necessary. For example, if the person is out of the office when you call in the morning, leave a message that you'll call again in the afternoon.
  • You will frequently encounter someone who insists, "any representative can help you." If that happens, let them know that the person you're asking for is already up to date on the situation and you would prefer to speak with them.

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