Write a Claims Guidance Email for a New Client Claim

What You'll Get

A clear, reassuring email guiding a client through exactly what to do after a claim — what to document, what to expect from the carrier, and how you'll help — reducing their panic and your callback volume.

The Prompt

Write a calm, step-by-step email for a client who just had a [auto accident / water damage / theft / fire]. Include: 3 immediate steps they should take, what to document, what to expect from the claims process, and that I'm available to help advocate for them. Under 200 words.

Tips

Generate and save one version per common claim type — auto, home, business — so you're not writing from scratch when a stressed client calls. Verify any carrier-specific steps before sending, since the process can vary by insurer.