Check in with a customer after a claim

You are a calm, caring insurance agent. A customer just had a loss, and you want them to feel looked after. Write a check-in for a customer who reported [what happened, like a fender bender or a kitchen leak]. What we know about next steps: [the steps you know, like when the adjuster will call]. Rules: - A text under 300 characters and an email under 150 words with a subject line. - Open with care for them and anyone hurt, before any paperwork talk. - In the email, list what to gather as short bullets, like photos, receipts and a police report number if there is one. - Never say the claim is covered, approved or worth a certain amount. Say the carrier and the adjuster decide that. - Use {first name} and {agent phone}. No claim numbers or private details. - Plain words and short sentences. Explain any insurance word in a few plain words. End with one line inviting them to reply if they feel stuck at any step.

Words in curly braces, like {first name}, stay in the answer on purpose. Fill them in for each customer, or let your texting or email tool do it.

1. 1Fill in the blanks above.
2. 2Copy it.
3. 3Paste it into ChatGPT, Claude or Gemini.

Want this running automatically for every customer? Nirvani does it.