AI Prompts for Insurance Claims Follow-Up

Write an email confirming that I've filed a claim on behalf of my client. Claim details: [Client Name]'s homeowners claim for wind damage to the roof. Claim #[Number]. Include: - Confirm the claim has been filed with [Carrier Name] - Provide the claim number for their records - Explain what happens next: An adjuster will contact them within 24-48 hours to schedule an inspection - What they should do in the meantime: document damage with photos, keep receipts for any emergency repairs, don't make permanent repairs yet - Reassure them: "I'll be monitoring the claim and advocating on your behalf throughout the process" - My contact info for questions Requirements: Under 140 words, reassuring and organized. Sign off as [Your Name], [Phone]

Write an email updating a client that their claims adjuster inspection has been scheduled. Details: Inspection for roof wind damage scheduled for [Date] at [Time]. Adjuster: [Name], [Phone]. Include: - Confirm the date, time, and adjuster info - What to prepare: be home, have photos ready, point out all damage areas, show any temporary repairs made - What to expect during the inspection - Remind them NOT to sign anything without reviewing with me first - Offer to be present (by phone) during the inspection if needed Requirements: Under 120 words, helpful and organized. Sign off as [Your Name]

Write a claims status update email for a client whose claim is in progress. Status: The adjuster has completed the inspection and submitted their report. The estimate is being reviewed by the carrier. Expected decision within 5-7 business days. Include: - Clear update on where the claim stands - What's happening behind the scenes - Expected timeline for next steps - Reassurance that I'm monitoring and will update them immediately when I hear more - Ask if they have any questions or concerns Requirements: Under 100 words, clear and empathetic. Sign off as [Your Name]

Write an email notifying a client that their claim has been approved. Details: Homeowners claim approved for $14,500. Payment will be issued within 7-10 business days. Check will be made payable to insured and mortgage company (if applicable). Include: - Celebrate the good news - Detail the payment amount and timeline - Explain the payment process (especially if mortgage company is involved) - Next steps for getting repairs done - Offer to recommend trusted contractors if needed - Remind about their deductible: $1,000 deductible was applied Requirements: Under 130 words, positive and clear. Sign off as [Your Name]

Write a 30-day post-claim check-in email. Context: Client's water damage claim was resolved 30 days ago with a $12,000 payout. Include: - Check in on how repairs are going - Ask if the claim payout was sufficient to cover everything - Offer help if they're having any issues with contractors or additional damage found - Mention: this is a good time to review their coverage to make sure they're fully protected going forward - Gentle referral ask (optional): "If anyone you know ever needs an agent who will truly be there during a claim..." Requirements: Under 110 words, caring and genuine. Sign off as [Your Name]