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


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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:

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