At the first meeting we will go over what is involved in making a successful claim. Feel free to prepare any questions you want to ask. We will answer all of your questions and then we will assess your claim and provide you with the best advice.

Contact Information

  • We will ask you to provide us with your name, address, phone numbers, and email address.

Documents – If Your Insurance Claim Has Been Denied

  • Think about writing a summary of your claim details, including information of any incident that lead up to the claim. For example, if your short term disability claim has been denied, we will want to ask you detailed questions about what lead to you filing a claim with your insurer. Or, if a life insurance or accidental death claim has been denied, you’ll want to list information about the policy holder, both before and after their death. We find writing things down before the meeting helps you get your thoughts in order. 
  • Bring all documents that may be relevant to your case such as: 
    • Your claim number
    • Copy of statements you’ve made to your insurer
    • Any authorization you signed with your insurer
    • Receipts for medical treatment
    • Any letters you have received from your either your doctor or insurer
    • Any documentation relating to your insurance policy, your claim, and the insurer’s denial.
    • Medical records.
    • Correspondence from your employer.
    • Evidence that may support your claim (pictures, emails, etc)


Prepare a list of questions that you would like to discuss with us. If you do not understand something we tell you, don’t be afraid to say so. We will be happy to explain in language you understand. You may want to ask us about:

  • Legal fees.
  • Do you have to pay any money up front?
  • What will we do?
  • What do you have to do?
  • What happens next?
  • Are there any time limits that affect my case?

*Please note – most people do not have all this information handy. If you do not have all this information, don’t worry about it; just bring the information you do have.