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

Whether you have a claims or a billing question, talking with the people at an insurance company can be a difficult experience. However, the following basic guidelines will likely improve the experience and increase the chances of getting what you want. 

• Prepare for the call: get your information together and get comfortable.
• When you call, be prepared to find your way through a phone tree.
• When you get to the right person, make a friend. In the future, you can return to your friend with additional requests.
• If you do not get the response you want, ask for a supervisor. Let the person know that the request is not personal.
• At the end of the call repeat what was agreed to -- including who is to do what.
• Make notes after the call so you will have all the information you need to follow up if necessary.

For more information about the guidelines, see:

• Prepare Before You Make A Call  
• What To Do When You Are Ready To Place The Call
  
  • General Rules For When You Have Contact With An Insurer, Employer Or Government Agency
• How To Make A Friend At The Insurance Company
  
• How To Ask Your Question
  
• If You Do Not Get The Response You Want: Ask For A Supervisor
  
• How To Talk With A Supervisor
  
• What To Do When It Is Time To End The Call With The Insurer
  
• What To Do After A Call With An Insurer
  

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