Tracking & Processes
Mixed Bag
100

This is what is needed to file a claim. 

What is the basic extent of what happened and approximate damages.(No PR needed)



100

This is what we offer on every FNOL except for the following: theft, glass, and hail claims + MA and RI


What is the MOI of photo estimating or open shop

200

This is something CSC should do in Five9 before transferring the caller over to the adjuster?

What is make sure they have the claim number and add it to the comment box in Five9. 

200

After every phone call we should be doing this?

What is documenting the call either in Diamond, Drivetrain or Salesforce.

Tip-Try to help before you just pass it

300
This is the main difference when filing a fire claim on 3 IV's all on a State Farm policy, which are all owned by the insured. 

What is separate claims for each IV. 

300

When a medical provider calls in checking status on an EOB, what should we say? 

What is to email that into medical@hagerty.com.

400
This is the type of claim wanting to be filed for excess liability?

What is injury only. 

400

What is the tracking for this: A deer ran out to cause the IV to swerve and leave the roadway. IV hit a tree.

What is Collision -Fixed Object


500

This is the process when someone doesn't want to speak with the adjuster anymore. They would like to go to the highest person in claims. 

What is follow the escalation process. The adjuster knows the file the best and let the caller know they will receive a call back. Confirm best contact number and set a task for the adjuster.

500

This is how you answer your call if you see it's a State Farm number?

Thanks for calling State Farm Claims with Hagerty, how can I help you today? 

Tip: State Farm Call back line-  877-922-4953