ClaimUp University · Free lesson
A 10-minute lesson. Six stages, from the first call to the final payment. Then check what you learned.
The firm asks what happened, who was at fault, how the person was hurt, and what insurance is involved. If the firm takes the case, the client signs an agreement. Most injury firms are paid only if they win money for the client.
Roles here: Intake Specialist, Intake Coordinator, Quality Control Specialist.
The firm tells each insurance company that it represents the client and opens a claim. It requests medical records and bills, the police report, and proof of lost pay.
Roles here: Insurance Claims Specialist, Medical Records Specialist, Document Retrieval Specialist.
This can take months. The firm stays in touch with the client and the doctors, and keeps the file complete. When treatment ends, the case is ready for a demand.
Roles here: Pre-Litigation Case Manager, Pre-Litigation Legal Assistant.
A demand is a letter, sent with the records and bills, that shows what the injury cost the client and asks the insurance company for a set amount. The two sides then negotiate. Most cases settle without a trial.
Role here: Demand Specialist.
Now the court sets deadlines. Each side shares documents and questions witnesses under oath, which is called a deposition. Many cases still settle here, often at a meeting called mediation. Every state also has a time limit for filing a lawsuit, so dates matter.
Roles here: Litigation Legal Assistant, Scheduling Coordinator, Document Specialist, Case Manager.
The client signs a release to accept the settlement. Anyone who paid for the client's care and has a claim on the money, called a lien, is paid back. The firm's fee and costs come out, the client receives the rest, and the file is closed.
Roles here: Settlement Documentation Specialist, Lien Resolution Specialist, Settlement Closing Coordinator.
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