The National EUO Process:
Claim Success in 21 Days or Less
A well-structured EUO process is critical to the success of claims handling. Over 15 years of refinement, the national EUO process has proven its effectiveness with a clear goal: claim success in 21 days or less.
Whether you’re new to the EUO process or looking to optimize your approach, understanding the three main phases—scheduling, conducting, and reporting—is essential.
Phase 1: Scheduling the EUO
The process begins with scheduling. This phase involves:
- Making the Decision: Determining that an EUO is necessary based on the claim details and indicators.
- Setting the Timeline: Ensuring the EUO takes place within the optimal window, typically 2-3 weeks.
- Coordinating Logistics: Choosing the date, time, and format (in-person or virtual) and ensuring all parties are properly notified.
Scheduling sets the stage for the EUO, making clarity and precision vital.
Phase 2: Conducting the EUO
The day of the EUO is the culmination of preparation and planning. This phase focuses on:
- Gathering Information: Asking relevant, reasonable questions to clarify the claim and address discrepancies.
- Maintaining Focus: Ensuring the session remains professional, non-adversarial, and productive.
- Documenting the Session: Capturing a clear record of the proceedings, typically with a court reporter present.
The key to success here is preparation—knowing what to ask and how to approach the insured.
Phase 3: Reporting on the EUO
Once the EUO is conducted, the final phase involves:
- Summarizing Findings: Documenting the insights and information gathered during the EUO.
- Providing Recommendations: Offering clear guidance for the next steps in resolving the claim.
- Maintaining Timeliness: Completing the reporting phase quickly to keep the claim moving forward.
This step ensures that the results of the EUO are actionable and contribute to the claim’s resolution.
Conclusion
The national EUO process simplifies claims handling into three actionable phases—scheduling, conducting, and reporting—all aimed at achieving claim success in 21 days or less. By following this structured approach, you can ensure clarity, fairness, and efficiency in every EUO.
Stay tuned as we dive deeper into the strategies and insights for each phase of the EUO process in future training.
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Danny Vazquez
Danny Vazquez is the National EUO, LLC CEO.
Danny is a central leader on Claims, Investigations and EUOs in the insurance and legal industries.
As CEO, Danny took the knowledge and insights gained throughout his 25 plus years legal career to establish National EUO as the Nation's leading company on EUO services and EUO training.
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