You are here: Home Insurance Health Insurance ... How To Talk With ... What To Do After A Call ...
Information about all aspects of finances affected by a serious health condition. Includes income sources such as work, investments, and private and government disability programs, and expenses such as medical bills, and how to deal with financial problems.
Information about all aspects of health care from choosing a doctor and treatment, staying safe in a hospital, to end of life care. Includes how to obtain, choose and maximize health insurance policies.
Answers to your practical questions such as how to travel safely despite your health condition, how to avoid getting infected by a pet, and what to say or not say to an insurance company.

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

What To Do After A Call With An Insurer

« Previous


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.

Please share how this information is useful to you. 0 Comments


Post a Comment Have something to add to this topic? Contact Us.

Characters remaining:

  • Allowed markup: <a> <i> <b> <em> <u> <s> <strong> <code> <pre> <p>
    All other tags will be stripped.