Identify the caller and role
Record the name, company, phone number, claim number, and which person or organization the company represents. Verify contact details through an independent source when appropriate.
Ask what is being requested
Distinguish a request for basic contact information from a recorded statement, authorization, release, or settlement document. Ask for written details if the scope is unclear.
Keep your own log
Record the date, time, method, request, response, and promised follow-up. Be accurate and do not speculate about facts, medical conditions, or fault.
Get advice before final documents
If you are unsure about a release, authorization, recorded statement, or proposed final settlement, ask a qualified lawyer in the relevant jurisdiction about its effect before signing.