Task Step |
# of Days |
Task Description |
🔵 New Fire Claim 📞📧💬 |
0 |
1) Call the customer to set expectations if the claim was not filed through the office.
2) Email their claim info
3) Text their claim info
4) Schedule U162 survey for 2 months out
's Email
https://stwcloud.s3.amazonaws.com//Claims%20-%20Fire%20%5BATP%5D.oft
Text Script
State Farm: Your claim number is XXXXXX. The phone number to your claims team is (xxx) xxx-xxxx. Download the claims contact card at http://st8.fm/PropertyCC
|
🔵 Fire Claim Check In 📞 |
3 |
Call the customer to check in on their claim. Make sure they've heard from claims and things are moving forward. If necessary, conference in with claims.
Text Script if you get Voicemails:
Hi XXXXX - this is with State Farm. I just left you a voicemail to check in to make sure everything was going smoothly with your auto claim. Please let me know if I can help.
|
🔵 Fire Claim Check In 💬 |
7 |
Check in Text Script:
State Farm: How is your claim going? If you need assistance, please let us know or call the claims team at (xxx) xxx-xxxx. Save the claims team info to your phone: http://st8.fm/PropertyCC |
🔵 Fire Claim Check in 📞 |
14 |
Call the customer to check in on their claim. Make sure they've heard from claims and things are moving forward. If necessary, conference in with claims.
Text Script if you get Voicemail:
Hi XXXXX - this is with State Farm. I just left you a voicemail to check in to make sure everything was going smoothly with your claim. Please let me know if I can help. |
🔵 Fire Claim Check in 📞 |
28 |
Call the customer to check in on their claim. Make sure they've heard from claims and things are moving forward. If necessary, conference in with claims.
Text Script if you get Voicemails:
Hi XXXXX - this is with State Farm. I just left you a voicemail to check in to make sure everything was going smoothly with your claim. Please let me know if I can help. |
🔵 Fire Claim Check In 💬 |
35 |
Check in Text Script:
State Farm: We hope all is going well with your claim. This is our final check in, so if you need assistance, please let us know or call the claims team at (xxx) xxx-xxxx. Save the claims team info to your phone: http://st8.fm/PropertyCC
|