Insurance Follow-Up Flow

Insurance Follow-Up Flow

– A structured cadence to stay top of mind — without being a pest.

🔁 Week 1 – After Submission:

  • Confirm claim receipt via phone or email

  • Verify adjuster assignment and contact details

  • Send intro message to adjuster + copy client/PA (if applicable)

🔁 Week 1 – After Submission:

  • Confirm claim receipt via phone or email

  • Verify adjuster assignment and contact details

  • Send intro message to adjuster + copy client/PA (if applicable)

  • Call/email every 5 business days

  • Log responses in CRM or tracking sheet

  • Resend supporting docs as needed

  • Clarify any missing info or objections early

📅 Weekly Follow-Up (Until Payment or Response):

📅 Weekly Follow-Up (Until Payment or Response):

  • Call/email every 5 business days

  • Log responses in CRM or tracking sheet

  • Resend supporting docs as needed

  • Clarify any missing info or objections early

🚨 Escalation Points:

  • 15+ days with no response: escalate to supervisor

  • 30+ days with no payment: request written status

  • 45+ days: flag for appraisal or litigation options

  • Notify client (homeowner) or PA every 2 weeks with updates

🚨 Escalation Points:

  • 15+ days with no response: escalate to supervisor

  • 30+ days with no payment: request written status

  • 45+ days: flag for appraisal or litigation options

  • Notify client (homeowner) or PA every 2 weeks with updates

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