Gloria Jaramillo Echavarria

Case Management Procedures Review Intake, Contracts, and Photos: Ensure all necessary documents and contracts are signed by the client. Verify we have pictures of the vehicle and the client's injuries. If not, contact the client to obtain them via email. Determine if there was a police report: If Yes: Get the PR# and obtain the report from buycrash.com. Remember to add the case expense to the file. Although intake assists, you are responsible for your assigned cases. If No: Gather details from the client during the welcome call. Add detailed notes to the CoCounselor system or drive. Call the Client to Introduce Yourself: Call the client the same day the case is assigned. Sample Script: Hi Mr./Mrs. [Name], my name is [Your Name] with The Angell Law Firm. I'm calling to go over some information regarding your personal injury. Do you have a moment? Verify the correct spelling of their name, address, DOB, SSN, email, and emergency contact phone number. Discuss the injuries and accident details not in the police report. Confirm if they went to the hospital by EMS/Ambulance, the hospital or urgent care visited, and any X-rays or CT-scans received. Ask if they are in the military or a veteran, if they live with a relative with auto insurance, and if they have filed for bankruptcy in the last 5 years. Set Up Claims with Insurance Companies: Send a Letter of Representation for both DEF and UM/UIM. Obtain Dec pages to manage client treatment. Confirm Details and Liability: Once Dec pages and the police report are received, confirm claimants, policy limits, and liability percentage. If there are companions not represented by us, act quickly due to policy limits. Large Claims and Treatment Management: For large claims, refer the client to significant treatments (VMA, surgical estimates, VNG, high hospital bills). Send Ante Litem notices promptly for city claims (time-sensitive: 6-12 months). Send spoliation letters for tractor-trailer claims and involve Grady Wilson if available. Dog Bite Cases: Confirm the incident address with the client. Send Open Records Requests, animal control records requests, and defendant letter requests for homeowners' insurance information. Follow up with the client at least every two weeks regarding treatment. Holt Demands: If bills exceed policy limits or if surgical estimates are higher, issue a Holt demand. Ensure demands are sent via certified mail with tracking. Finalizing Treatment and Bills: Confirm all treatment facilities with the client. Collect all medical bills and records. Prepare the demand package; demand limits if bills are 1/10th of the policy limits. Proofread templates and ensure the demand package is sent certified mail with tracking. Negotiations and Settlements: Inform the manager if unsure about negotiating or demanding. Make every client feel important, be kind, listen, ask questions, and return calls. Involve roundtable discussions for deciding on suing or settling. Upon settlement authority from the client, request reductions and check for liens. Ensure clients sign the settlement statement for non-professional providers' bills. Closing a Case: Once closed, request the client to leave a positive Google review. Celebrate and remember the firm's 'Work hard, play hard' ethos.