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What Agents Should Know to Strengthen the Insured Experience

Claim Managers agree on one thing: Strong claim outcomes start long before a loss occurs. Here are the essentials they want every agent to keep in mind:

  • Loop Claims in early
    • Early collaboration — especially on complex risks — helps prevent issues before they reach the insured.
  • Stay aligned, not just fast
    • Consistent messaging between agents and Claims builds insured confidence more than speed alone.
  • Provide clear first notice details
    • A strong first notice of loss sets the tone for the entire claim and reduces delays.
  • Focus on fair, defensible outcomes
    • Claims applies the policy consistently — not to “win,” but to ensure predictable, transparent results.
  • Treat Claims as a partner
    • The best insured experience comes when agents and Claims work together from placement through resolution.

Bottom line: When agents and Claims stay aligned, the insured benefits through clearer communication, fewer surprises, and stronger outcomes.

Want more information? Please contact:

Todd McKenzie Headshot

Todd McKenzie
Divisional Assistant Vice President - Claims