Shop Claim Intimation Script


<<<Phone rings >>>


Agent: 

Hello Sir/Madam, I’m <agent_name> from Paytm Insurance Broking. How can I help you today?


Customer: 

My shop was damaged in a recent incident and I wish to register a claim on my Shop insurance policy.


Agent: 

Sorry to hear about the incident. I hope you & anyone else involved in the incident is fine.


Customer: 

  • Yes, all are fine                            OR

  • Yes, there are minor injuries but everyone is fine            OR

  • There are major injuries & hospitalization involved.        OR


Agent: 

  • Glad to hear that. Pls take care of the concerned & do not worry about the claim.

  • We wish a speedy recovery for them. Please take care of the concerned & do not worry about the claim. 


Customer: 

Thank you


Agent:

We will need to capture a few details for registering a claim with the Insurance Company. Please help us with responses to a few questions. This won’t take long.


Customer:

Sure. Pls go ahead.




Questions

Details

Remarks


COI number

{capture from policy copy}

Can you please confirm the name of the owner of the shop?

Insured’s name


Can you please confirm the residential address of the owner of the shop?

Insured’s residential address


Please help us with the exact date & time of loss on which the incident occurred?

Date & time of loss


Can you please share the address of the shop at which the incident occurred?

Location of loss (address + pincode)


Please help us with details as to what caused this incident? OR

What is the cause of loss for this incident?

Cause of loss (how it happened?)


Please share a small description on how the incident exactly occurred

Description of loss (what happened?)


Can you please confirm what all items were damaged/stolen in this specific incident?

Property damaged with identification details


Please confirm the tentative amount of loss due to this incident

Estimated loss in Rs. (approx.)


Can you please confirm the name, contact number & email ID of the person with whom the Insurance Company should contact further to process the claim?

Contact person name, contact no & email id


Please confirm your name, contact number & email id

Claimant name, contact no & email id

{person who is intimating the claim}

Any additional details that you wish to inform about this incident?

Other noteworthy details



<<Post capturing all the details>>


Agent:

Sir/Madam, thank you for successfully providing all the required information for registering this claim. We will now be sharing these details with the Insurance Company and the claim registration will happen within 02 working hours. Once the claim is registered, we shall share the claim registration number with you. Please bear with us till then.


Customer:

What are the next steps for the claim?


Agent:

Once the claim is registered the Insurance Company shall contact you within 01 working day to complete the loss inspection. Kindly do not remove/modify anything in the damaged location until the inspection is done. Please bear with us till the claim is registered.


Customer:

Thank you. I will wait for your call.


Agent:

Thank you sir. Is there anything I can assist you further?


Customer:

No. Thanks.


Agent:

Thank you sir for calling Paytm Insurance Broking. Have a nice day!


<<<End of conversation>>>