Insurance 101 – Chapter 9 – Volume 103 – Documentation of Communications with the Claimant

Documentation of Communications with the Claimant

All contacts with each claimant should be specifically documented, including the dates that each contact took place, the time and place of the contact, who was present at the time of the contact, whether the contact was recorded by the adjuster and/or the claimant, and the physical condition of the claimant at the time of the contact. The adjuster should record observations of casts, canes, or walkers and their use by the claimant. The adjuster should observe the ability of the claimant to sit, stand, walk, and move while the contact takes place. Personal observation of an injured claimant is one of the most effective  methods of evaluating the injury.

The following video was adapted from my book, “Insurance Claims A Comprehensive Guide” Published by the National Underwriter Company and is available at the Zalma Insurance Claims Library

Legal Disclaimer

The author and publisher disclaim any liability, loss, or risk incurred as a consequence, directly or indirectly, of the use and application of any of the contents of this blog. The information provided is not a substitute for the advice of a competent insurance, legal, or other professional. The Information provided at this site should not be relied on as legal advice. Legal advice cannot be given without full consideration of all relevant information relating to an individual situation.

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