Proactive Claim Management: How Insurance Agents Can Help Clients Before and During Severe Weather Events

Nicholas Ayers
Nicholas Ayers

Co-Founder @ Better Agency

As insurance agents, it’s our responsibility to not only protect our clients’ assets, but also to provide support during times of crisis. Severe weather events, such as hurricanes, tornadoes, and blizzards, can cause significant damage and disruption to communities. In these situations, it’s important for insurance agents to be proactive in helping clients prepare for and file claims.

One way insurance agents can be proactive is by sending emails to clients before severe weather hits. By using data from the agency’s customer relationship management (CRM) system, it’s possible to send relevant information to clients in affected areas. These emails should contain instructions on how to start a claim with the agency, as well as any resources or guidance that may be helpful during the event.

To create a claim form, there are several tools that can be used, such as Gravity Forms, JotForm, and Typeform. These forms can be connected to the agency management tool using tools like Zapier, which allows for seamless integration and automation. This means that once a claim is received, an email can be automatically sent to the client, following your agency’s normal claims process.

In this first response email, it’s important to include links to resources that may be helpful for clients in need. This could include information on emergency shelters, evacuation routes, or disaster recovery services. By providing these resources, insurance agents can demonstrate their commitment to supporting clients during difficult times.

By using these resources, insurance agents can efficiently and effectively communicate with clients before and during severe weather events, helping to alleviate stress and uncertainty.

Overall, being proactive in helping clients prepare for and file claims during severe weather events is essential for insurance agents. By using CRM data and forms tools, automation, and resources, it’s possible to streamline the claims process and provide valuable support to clients in need.

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