Efficient Client Information

Our virtual assistant simplifies and accelerates the client intake process, ensuring that you can promptly respond to potential clients and collect essential information for evaluation.

Customized Questionnaires

Create tailored questionnaires and forms to collect specific information from potential clients, enabling you to assess cases effectively.

Insurance Policy Review

• Obtain a copy of the insurance policy to understand coverage details.

• Identify the types of coverage that may apply to the personal injury claim.

Documenting Medical Information

• Gather medical records and bills related to the injury.

• Create a comprehensive summary of the injuries sustained and the medical treatment received.

Prepare Claim Documentation

Attach relevant documents such as medical records, bills, and any other supporting evidence.

Contacting the Insurance Company

• Initiate contact with the insurance company through phone calls or online channels.

• Communicate the details of the incident and the intent to file a claim.

Follow-Up and Documentation

• Maintain a log of all communications with the insurance company, including dates and details of conversations.

• Follow up regularly to ensure the claim is progressing and to address any additional information requests.