Claims Management & Oversight
How to Script Winning Account Handling Instructions
How to make every adjuster handle your claims your way
Playbook content
Introduction
- PDFPlaybook outlineDownload · PDF
- If You Fail to Plan, You Plan to FailVideo · 4:36
Section 1
- Account Instructions FrameworkVideo · 18:13
- Protocol check 1Pass at 70%
Section 2
- Account Instructions Nuts & Bolts, Part 1Video · 37:41
- Protocol check 2Pass at 70%
Section 3
- Account Instructions Nuts & Bolts, Part 2Video · 4:00
- Protocol check 3Pass at 70%
About this playbook
Account handling instructions tell every adjuster who works your claims how they are to be handled, so they shape every part of claims handling. This playbook sets out a framework for writing them, the nuts and bolts of what goes in, and how to hold every party to them.
You will be able to
- Build an effective claims handling partnership with your carrier or TPA
- Understand the full capabilities of your carrier or TPA
- Draft clear, concise account handling instructions
- Set when, and when not, to use specific services
- Hold every party accountable for following the instructions