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Insurance: Client Communication

Written by Cheyenne Clifton

What if I Cannot Reach the Client?

If you cannot contact the client:

  1. Notify the Job Manager

  2. Provide call or message attempts if requested

  3. Wait for further instructions

The claim may be rescheduled or reassigned.


Can I Reschedule a Site Visit?
Yes, but rescheduling should be avoided where possible.

If delays occur:

  1. Inform the client

  2. Inform the Job Manager

  3. Confirm the new appointment time

Clear communication is important.

Can I Assist the Client Privately?

Private work may only be discussed if the claim is invalid.

If private work proceeds:

  1. Proper documentation is still required

  2. After-photos must be submitted

  3. A Kandua client sign-off is still required

Never bypass the claims process on active claims.

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