Call insurance about a claim: what to say

Report what happened, find out what they need, and leave with a reference number.

the scenario
mediumwith the insurer's claims line
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
rehearse it in murmur
Before a call: the scenario 'ask boss for time off' with three things to try, while the call connects

A line to open with

you

hi, i need to report a claim on my policy.

What to cover

  1. Give your policy number
  2. Say what happened and when
  3. Ask which documents they need from you
  4. 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.

Download murmur on the App Store

Work calls that are built in

Rehearse the call before you dial

murmur is on the App Store, for iPhone.

Download murmur on the App Store
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