Managing Expectations When Clients Go on Claim

Your Phone is Going to Ring

When the need for long-term care services arises, the producer often is the first person contacted. That’s why it’s important for you to understand your role in the LTCi claims process so you can help manage your clients’ expectations.

If you become aware of a potential claim, notify the claims department as soon as possible. And be prepared to provide the following information:

• Insured’s name
• Phone number
• Mailing address
• Email address
• Policy number
• Insured’s representative/power of attorney
• Type of claim (i.e., home health care, assisted living, nursing home)