What to log after an adjuster call

Why write it down

A lot of a claim happens on the phone, and phone calls are the easiest part to lose. After a few weeks it is hard to remember who asked for what, and when. A short note after each call gives you a record you can check later.

What to log

• The date, the time, and roughly how long the call lasted.
• Who you spoke with, their role, and a direct number or extension.
• The claim number you discussed.
• What they asked you for, and by when.
• What they told you, in their words where you can.
• What they said would happen next, and any date they gave.
• Questions you asked that are still open.

Right after you hang up

Write the note within the hour, while it is fresh. Read it back once and fix anything that is not clear.

If something important came up, like a date or a request for documents, you can send a short email that repeats it. For example: "Thank you for the call today. My notes say you need the kitchen photos by October 3. Please let me know if I have that wrong." Keep a copy with your note.

Before the next call

Keep a running list of open questions, and have your claim number and your last few notes in front of you when you call or pick up. Start by checking anything from the last call that is still waiting.

Keep it factual

Log what was said, not how the call felt. Your notes are for keeping track. They do not replace anything your insurer sends in writing, so file those letters alongside them.

Where Radby fits

Radby's conversation log keeps each call with when it happened, the role of the person you talked to, what was said, and the next step. Radby never joins, makes, or records calls, and it never contacts your insurer.