Insurance Agent how-to
How to Help a Client File a Claim
Claims are where clients learn the value of their agent.
Quick answer
Claims are where clients learn the value of their agent. In short: make; gather; report, then complete the remaining steps below.
Step by step
Make sure everyone is safe.
Gather details and photos.
Report the claim to the insurer.
Explain the process and timeline.
Follow up with the adjuster.
Check in with the client.
Safety reminders for insurance agents
- Follow privacy rules for client data
- Recommend coverage ethically and avoid misrepresentation
- Meet clients in safe places
- Keep licenses current
Key terms
Premium · Deductible · Policy limit · Liability coverage · Underwriting · Binder: see the full insurance agent glossary.