1. Make an initial enquiry
Start with your contact details and a general explanation of what happened. There is no need to send sensitive records through the initial form. State if you have received a decision or been told about a deadline.
2. Identify the right pathway
Work out the type of claim, the jurisdiction and any insurer involved. The appropriate next step may be notification, an application, legal advice or reviewing a decision. These are different processes.
3. Gather the relevant information
A timeline, existing records, expenses and written decisions can help. Ask which documents are needed and how to share them securely. Keep copies and record important dates.
4. Understand the advice and costs
Before engaging a professional, clarify who will act, the scope of work and the fee agreement. Ask how updates will be provided and what decisions you will need to make.
5. Review progress and decisions
Claims may involve further evidence, insurer assessment, negotiation or formal dispute steps. Ask for a written explanation of decisions, options and deadlines. A result or timeframe cannot be promised in advance.
