Claims Management Process


claims process steps insurance

1. Analyze Your Coverage

  • Review the provisions and exclusions of your policy.

  • Explain how we analyzed your policy so that you understand how it relates to your loss.

  • Assist you in understanding the requirements of your policy.

  • Help you maximize your financial recovery by developing a proactive personalized strategy to handle your claim.

2. ASSIST WITH YOUR IMMEDIATE NEEDS

  • Request that the insurance company release an advance of funds.

  • Organize and prepare a complete list of additional living expenses (for the homeowner) and work with you and your insurance company in order to get reimbursed for them.

  • Organize and prepare a business continuity plan (for the business owner) and work with you and your insurance company to facilitate continued operations in a timely manner.

  • Help you find temporary accommodations for your family or business if your loss causes you to relocate.

3. Prepare a Damage Estimate

  • Provide a detailed review of all damage to your property, documenting damage to all areas.

  • Provide line item estimates, calculate quantities, unit cost and total costs to cover your loss.

  • Prepare and submit all of the above to the insurance company using industry-standard forms; thereby, enhancing a prompt and accurate response to your claim.

Process

4. Stand by You While Negotiating Your Settlement

  • Attend all meetings with adjuster(s) so that you can get back to your normal schedule.

  • Report details and action items of each meeting on a regular basis.

  • Communicate all settlement offers to you and recommend whether to accept them or negotiate further.

  • Manage any insurance claim problems or challenges.

  • Accept settlement offers only after your review and consent.

5. Settle Your Claim Successfully

  • Obtain all that is rightfully due to you from the insurance company.

  • Resolve claims as quickly as possible.

  • Help return you to your normal lifestyle or get you back to business as usual.