LibraryScenariosWhen a client files a claim and you don't know how to help
Scenario

When a client files a claim and you don't know how to help

A client called me the day after the flood, everything ruined, asking what to do next. I sold them the policy but I've never actually walked anyone through a claim, and I could hear the panic in their voice while I fumbled for answers. I felt like a fraud holding the phone.

Aurelius
Online
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More people experience this than they realize.

What we've seen

A client needs you to guide them through a claim, and you don't know how.

If this sounds familiar, the Library can help you find the bigger picture.