Before sending a demand letter, prepare your client for this important milestone and what follows.
Treatment Completion Notice
Good news: Your doctors have released you from active treatment. This means we can now move forward with your demand. I'll be gathering all records and preparing your case for the insurance company.
Record Gathering Update
I'm currently collecting all your medical records and bills. This typically takes 2-4 weeks. Once complete, I'll prepare a demand letter outlining everything you've been through and what we're seeking.
Demand Preparation
I'm preparing your demand letter now. This document tells your story to the insurance company - the accident, your injuries, your treatment, and how this has affected your life. I expect to send it within [timeframe].
Setting Expectations
What happens after we send the demand: The insurance company has 30 days to respond. They may accept, reject, or counter-offer. Most cases involve negotiation. I'll keep you informed every step of the way.
Final Information Gathering
Before I finalize the demand, please confirm: 1) Any ongoing symptoms or limitations, 2) How the injury has affected your daily life and work, 3) Any out-of-pocket expenses I should include. Your input helps maximize your recovery.
Key Pre-Demand Goals
- Client understands the process
- All records and bills are collected
- Client's personal impact is documented
- Realistic expectations are set