How to use these scripts
Use the prepared language below to handle first calls, follow-ups, counter-offers, and escalations. Copy the text, customize specifics, and log every outreach in your Claim Journal.
First Call Script
“Hello, I'm calling to report a [Claim Type] loss filed on [Date of Loss]. I have documentation and photos ready. I'd like to schedule an inspection. What's the next step?”
Copy ScriptFollow-Up Script
“I'm following up on my claim filed on [Date of Loss]. I have additional documentation and would like to discuss the next steps. When can I expect an update?”
Copy ScriptLowball Offer Response
“I appreciate your offer, but based on my documentation and comparable claims, the settlement should reflect the full extent of damages totaling [Evidence]. Can we discuss revising this?”
Copy ScriptCounter-Offer Script
“I've reviewed your offer of $[X]. Based on my contractor's estimate of $[Y], I'm prepared to accept that amount to fairly settle this claim.”
Copy ScriptPolicy Copy Request
“Please provide a complete copy of my policy, all endorsements, and the applicable declarations page. I'd also like a written explanation of coverage limits and exclusions.”
Copy ScriptSupervisor Escalation
“I'd like to speak with a supervisor about delays and unresolved issues in my claim. A higher-level review seems necessary at this point.”
Copy ScriptAdvanced negotiation tactics
- Anchor high and use evidence first.
- Set polite deadlines to maintain momentum.
- Reference state timelines and policy obligations.
- Document every promise in writing.
Pair with these tools
- Evidence Organizer for exhibits.
- Claim Playbook for escalation language.
- Deadlines Tool for response clocks.