Identify the caller and role
Record the person’s name, company, claim number, contact information, and which party or policy the company represents.
Keep a communication log
Note the date, channel, request, response, and any stated deadline. Save letters, emails, and message screenshots in their original form.
Be accurate about uncertainty
Do not guess about medical status, costs, fault, or future care. Say when information is incomplete and ask to receive requests in writing.
Pause before signing
A release, authorization, or settlement document may affect rights or access to information. Seek advice from a qualified lawyer in the relevant jurisdiction if you are unsure.
Questions about this step
Is the adjuster my adviser?
An adjuster works for an insurer. Ask a qualified lawyer for advice about your own rights and obligations.
Should I keep voicemail messages?
Preserve relevant communications and note when they were received. A lawyer can advise what matters for your situation.