What is the purpose of an "initial contact" with a claimant?

The purpose of an "initial contact" with a claimant is primarily to inform the claimant of the next steps and establish a relationship. This initial interaction is crucial as it sets the tone for the claims process and builds trust between the adjuster and the claimant.

During this stage, the adjuster communicates key information about what the claimant can expect moving forward, such as timelines and required documentation. This clarity helps manage the claimant's expectations and facilitates smoother cooperation throughout the process. Additionally, establishing a positive relationship at the beginning can enhance communication and understanding, which is vital for resolving claims effectively.

While gathering necessary documentation and evaluating the claim are important steps in the process, they typically occur after the initial contact has been made. The focus at this stage is more on communication and relationship-building than on finalizing settlement or making decisions about the claim's validity.