Why should you help your clients during the insurance claim process?

Agency Height
3 min readApr 2, 2020


Often agents think that they don’t have anything to do during their clients’ insurance claim. While that is true, it might backfire. It is imperative to build a good relationship with clients. And one of the most neglected as well as crucial ways you can do this is during an insurance claim. So, today we will talk about why you should be involved during your clients’ claim process.

During the insurance claim, your clients are in a difficult place. For instance, they might have lost their house in a fire. They have lost their home and valuables. So, at this time, you should be there for your client. Besides, during an insurance claim, an agent turns out to be very beneficial. Sure, it is the job of claims adjusters.

Nonetheless, you, as an agent, can make the claim process go smoothly. Do not pass the claims process onto the service center. Your clients need human experience at this terrible time. They have to rebuild their life after the unfortunate loss. So, take the tedious process of filing a claim off their plates. After all, this is over; they will appreciate you and be loyal to you in the long run.

Likewise, you can also provide valuable advice to your clients when it comes to the insurance claim. If you had a client who recently went through multiple claim process, you could review their situations and provide the most cost-effective way for them. Sometimes, it is not filing the claim.

Seldom, an insurance claim does not go well when an agent is not present. However, when you are involved, the issue could resolve a lot faster. Clients might have problems regarding the insurance claim with numerous things. You know these issues. Help them resolve the miscommunication or other general claim issues. Maintain good communication between you and your client to provide excellent customer service.

Likewise, it would be best if you also familiarize yourself with the different policies and claims process of the insurance companies whose policies you are dealing with. Moreover, explain to your clients how their claims history influences how their policy pays out.

For an independent insurance agent, building a good relationship with clients is very crucial to become successful. This is never more evident than during a client’s insurance claim. Even though you are not in charge of the claim process, your clients see you as the face of the company. No matter how close you are with your insured, a lengthy or complicated insurance claim process will act as a catalyst to strain your beautiful relationship. To prevent these possible issues, try to direct your clients to suitable contacts.

Furthermore, you can also provide advice during the insurance claim. When you go out of your way to provide extra care and effort during a difficult time, you will strengthen your existing relationships. Your clients might also refer you to their peers. And, who wouldn’t want new business?

There is no such thing as over-exaggeration when it comes to the relationship between the insurance claim and customer satisfaction.



Agency Height

Agency Height is an insurance blog that offers insurance agents content about the insights and queries of the industry to make their work more efficient.