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Personal Risk Management: Making A World of Difference at Claim Time

It’s not enough for an agent serving as a personal risk manager to identify and treat with insurance from non-insurance strategies the various personal risks in a client’s life. A very important part of helping clients manage risk is helping manage the claims process when they have a claim by preparing them upfront on how to best document their claim, steps that they can take to facilitate the claims process, and when there is a problem that needs an intervention, using the agent’s coverage expertise to be an effective advocate in reversing the insurance company’s opinion and getting the claim paid properly for the client.