Insurance Claims Clerk how-to

How to Chase Missing Claim Documents

Missing documents stall claims.

Updated By the Career Education Institute Curriculum Team
Quick answer

Missing documents stall claims. In short: list; contact; explain, then complete the remaining steps below.

Step by step

  1. List what’s missing.

  2. Contact the customer.

  3. Explain why it’s needed.

  4. Set a deadline.

  5. Follow up.

  6. Update the file.

Safety reminders for insurance claims clerks

  • Protect personal and health data
  • Report suspected fraud
  • Follow privacy rules
  • Use ergonomic setups

Claim · Policy · Policyholder · Coverage · Deductible · Endorsement: see the full insurance claims clerk glossary.

More insurance claims clerk how-to guides

Learn this in Insurance Claims Clerk trainingTake the practice test
Enroll in trainingTake fit quiz