Friday afternoons often come with reflections and celebrations. Just this week, I noticed an exciting milestone—700 subscribers on our channel! Today, I’m also eager to share insights into my week as a claims agent, now four months into the role since officially starting on June 5th. The journey has been rewarding, characterized by connecting with clients through platforms like YouTube and assisting them with their claims. Here’s a peek into what that looks like and a particular experience that stands out.
Understanding the Informal Conference in Higher Level Reviews
This week, I had an especially interesting informal conference. When filing a higher level review for VA claims, you can request this type of conference. It’s essentially a dialogue between the claimant or their representative and the VA rater, where you point out what was potentially overlooked in the review process.
For one of my clients, this informal conference included a personal appearance request, allowing us both to be part of the discussion. The discussion focused on the client’s work-related jet fuel exposure, initially omitted in their TERA (Toxic Exposure Report). Despite the absence of a deployment, the exposure was a definitive part of the client’s MOS (Military Occupational Specialty).
Crucial Steps in Higher Level Reviews
One key takeaway from such conferences is ensuring that the TERA memo accurately reflects any service-related exposures. Often, these memos miss exposures connected to a military occupation. Correcting these can significantly impact claim outcomes. In this instance, following our informal conference, the VA promptly updated this veteran’s TERA memo by afternoon, exemplifying the agent’s duty to assist.
From Higher Level Review to Supplemental Claims
Upon receiving a duty to assist decision from a higher level review, it transitions into a supplemental claim phase, opening new avenues to submit additional evidence. I took advantage of this opportunity by compiling relevant studies linking my client’s health issues to jet fuel exposure. This meticulous documentation helps strengthen the case for a service connection.
Weekly Rundown: A Snapshot into Multiple Aspects of a Claims Agent’s Work
This week wasn’t solely about conferences. Here’s a rundown of other tasks that kept the week dynamic and full:
- New Client Engagements: Welcoming clients through YouTube and referrals is integral. Initial surveys guide these introductions, ensuring we’re a good fit. This week, I saw the onboarding of fruitful new clients.
- Intake Interviews: Essential for gaining VA records access. This enables a comprehensive review of prior claims, identifying the right steps forward—whether by supplementary or higher-level reviews.
- Ongoing Client Communication: Keeping lines open ensures that clients receive consistent updates and advice on submitting critical documents, like medical records and personal statements.
- Claims and Document Submissions: Filing intents, retrieving National Archive records, and submitting supplemental claims are typical week staples, each contributing to client success.
Celebrating Small Wins
A personal highlight involved tackling lost medical records, especially for National Guard members whose records can frequently go astray. I maneuvered through National Archive’s systems to secure them, reinforcing the importance of thorough follow-up.
Being a claims agent offers its own set of challenges and triumphs. Assisting veterans makes every challenge worthwhile. If you’re navigating claims or just curious, your questions and comments are most welcome. Let’s continue supporting those who’ve served.
Closing Thoughts
This week encapsulated the diversity in a claims agent’s role. With each client’s story, the aim remains the same—transforming initial roadblocks into pathways for deserved services. For veteran viewers, may this insight serve to demystify the claims process. If you’re watching the replay, I’d love your thoughts in the comments. As we sign off, enjoy your weekend, and thank you for your continuous support!