Complaint Intake Form
(Insurance Company, Customer Calls)

Summary

This non-jurisdictional complaint intake template will help insurance company complaints departments memorialize contact that outside parties make with the company. This template should be used to ensure that collected information is consistent, and to ensure correct forwarding of information, and includes practical guidance and drafting notes. Employees charged with answering customer calls should use intake forms when a customer or client contacts the company directly via phone, including corporate hotlines and call centers. When drafting your own form, amend bracketed terms to reflect company details where applicable. For a full listing of content covering the insurance regulatory landscape, see Insurance Regulatory Compliance Resource Kit. For more information on complaint responses, see Complaint Response (Insurance Company). For a checklist on how to manage complaints, see Complaint Response Checklist (Insurance Company). For templates relating to other specific types of ...