9 Things To Do after Being Assigned a Case
When your insurance client has assigned a case to you, they have an expectation that you are going to undertake certain courses of action with or without specific instructions. They are relying on you to handle the case in an efficient and effective manner. I have derived this list from talking points at a panel counsel session with one of my firm‘s insurance clients. What are nine things you should do after being assigned a case? 1. Establish prompt contact with the insured(s). You are the insured’s conduit to the legal system. Once you’ve been assigned a case, the insured becomes your...
