Call insurance about a claim: what to say
Report what happened, find out what they need, and leave with a reference number.
the scenario
try to:
- Give your policy number
- Say what happened and when
- Ask which documents they need from you
- Ask for a claim reference and what happens next
A line to open with
you
hi, i need to report a claim on my policy.
What to cover
- Give your policy number
- Say what happened and when
- Ask which documents they need from you
- Ask for a claim reference and what happens next
Worth knowing
- Write down the date and time of what happened before you call.
- Stick to what you know. It is fine to say you are not sure.
- Ask how long each step usually takes.
Rehearse it once first
This call is not one of murmur's built-in scenarios, so write it as your own: say who answers and what you want from the call, and murmur plays the other side. Afterwards you see which goals you hit.
Work calls that are built in
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Ask for a ReferenceRequest a reference from a professor or former boss confidently.
Ask Boss for Time OffRequest vacation days or personal time without guilt.