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Episode # 104 - Your Claim Notes Aren't Good Enough
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Are your claim notes actually documenting the claim—or are they just repeating information that already exists somewhere else in the file?
In this episode of The Art of Adjusting®, Chantal Roberts looks at what makes a claim note useful and why simply copying and pasting an email into the notes may not be enough.
A good claim file should allow someone to reconstruct what happened, but that includes more than communications and activity. Your notes should also document what the information means to the claim, what you intend to do next, and, when appropriate, the reasoning…
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