Free Insurance Call Log Template
Insurance Call Log
This log is designed to document and track calls between an insurance adjuster and a policyholder regarding additional information required for processing an insurance claim. It ensures clear communication and accurate record-keeping to facilitate the claims process.
Prepared by: [YOUR NAME]
Date: [DATE]
Insurance Company Name: [YOUR COMPANY NAME]
Log Overview
|
Date and Time |
Caller Name |
Contact Number |
Call Purpose |
conversation details |
|---|---|---|---|---|
|
01/01/2050, 09:00 AM |
Jane Doe |
(555) 678-9012 |
Request for additional claim documentation |
Discussed missing documents required for the claim. Policyholder needs to provide receipts and photos of the damaged property. |
|
01/03/2050, 02:15 PM |
John Smith |
(555) 678-9012 |
Follow-up on requested information |
Confirmed receipt of partial documents. Policyholder will send the remaining documents by 01/06/2050. |
|
01/05/2050, 11:30 AM |
Emily Brown |
(555) 678-9012 |
Clarification on submitted documents |
Clarified details on the submitted receipts and requested additional proof of purchase. |
|
01/08/2050, 04:00 PM |
Michael Green |
(555) 678-9012 |
Review of submitted documents |
Reviewed additional documents provided. All required information is now complete. |
|
01/10/2050, 10:45 AM |
Sarah White |
(555) 678-9012 |
Final confirmation of claim status |
Confirmed that the claim is now in processing with all required information received. |
Notes & Reminders
-
Ensure all calls are logged promptly and accurately to maintain up-to-date records.
-
Verify that all requested information is received before marking the claim status as completed.
-
Follow up with the policyholder if additional information is required or if deadlines are approaching.
-
Use the log to track the progress of each claim and to ensure timely resolution of any outstanding issues.
