---
title: "Insurance Claims Intake Script - Free Template | Call Flow"
description: "A calm, empathetic first-notice-of-loss script that gathers required information without adding stress to the caller."
lang: en
json-ld: |
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---

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Insurance · Claims Rep · 8-12 minutes

# Insurance Claims Intake Script

A calm, empathetic first-notice-of-loss script that gathers required information without adding stress to the caller.

## Script

Copy full script

Agent

Thank you for calling \[Carrier\]. This is \[Your Name\] and I'm here to help. Before we start, I need to let you know this call may be recorded for quality and training. Is that alright with you?

Agent

I'm sorry you're dealing with this. Take your time. First, is everyone safe right now?

Agent

Okay. Can you tell me what happened, in your own words? I'll take notes and ask follow-up questions once you finish.

Note

Do not interrupt for the first 60 seconds. Let them tell the story.

Agent

Thank you. I have a few short questions so I can open your claim. Can you share the date, time, and location of the incident, and the names of anyone else involved?

Agent

Here's what happens next. I'm assigning claim number \[X\]. An adjuster will reach out within one business day. Is the number you're calling from the best way to reach you?

### Use cases

-   · Auto claims
-   · Homeowners claims
-   · Small commercial claims

### Compliance reminders

-   · Read the state-required consent to record before saving audio.
-   · Do not commit to coverage decisions during intake.
-   · Confirm caller identity per your carrier's KBA process.

[Practice this script live](/scenarios)

## Other script templates

[SaaS SDR Cold Call Script A pattern-interrupt cold call script that gets past the first 30 seconds and books a discovery meeting without pressure. ](/tools/script-templates/saas-sdr-cold-call)[Collections First-Contact Script A compliant, respectful first-contact script designed to secure a payment or arrangement while meeting FDCPA disclosures. ](/tools/script-templates/collections-first-call)[Healthcare Appointment Scheduling Script A patient-first scheduling script that reduces no-shows by confirming logistics and setting expectations up front. ](/tools/script-templates/healthcare-appointment-scheduling)[Objection Response Library Handle the pushback that comes mid-script. ](/tools/objection-library)[All free tools Every calculator, template, and report. ](/tools)[Start free trial Practice this exact script with a real AI caller. ](/signup?plan=team-trial)

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