Clear View Assurance

Insurance Claims Coaching & Consumer Support

What We Do

Clear View Assurance provides insurance claims coaching, education, and organizational support for policyholders navigating complex property and auto insurance claims.

We help consumers understand the claims process, organize documentation, and communicate more effectively with insurers, so they can advocate for themselves with clarity and confidence.

We do not provide legal advice or legal representation.

What “Claims Coaching” Means

Claims coaching is non-legal support focused on process, documentation, and understanding—not litigation strategy or legal interpretation.

Our services may include:

• Explaining how insurance claims are typically handled

• Helping clients understand policy structure and claims terminology

• Identifying missing documents or information in a claim file

• Organizing timelines, correspondence, estimates, and records

• Assisting with document formatting, proofreading, and clarity

• Helping clients prepare questions they choose to raise with their insurer

• Providing general information about industry standards and claims practices

All decisions about claims, complaints, litigation, or settlement are made solely by the client.

What We Do Not Do

To be explicit:

• We do not provide legal advice

• We do not interpret or apply laws to specific facts

• We do not recommend legal claims, causes of action, or remedies

• We do not draft pleadings or court filings on behalf of clients

• We do not communicate with courts or opposing counsel

• We do not represent clients in legal proceedings

Clients who need legal advice are encouraged to consult a licensed attorney.

How We Work With Pro Se Policyholders

Some clients choose to act pro se (on their own behalf).
When assisting pro se individuals, our role remains strictly limited to education, organization, and clerical support.

Clients:

• Prepare, sign, and submit all correspondence and filings themselves

• Decide what to say, what to claim, and what actions to take

• Retain full responsibility for all legal decisions

Clear View Assurance does not act as counsel, agent, or representative.

Why This Matters

Insurance claims are often confusing, document-heavy, and adversarial—even before litigation begins. Many policyholders struggle not because they lack valid claims, but because they lack clarity, organization, and process awareness.

Claims coaching fills that gap—without replacing lawyers or crossing legal boundaries.

Transparency & Boundaries

Clear View Assurance is committed to:

• Transparency about our role

• Respect for legal boundaries

• Empowering clients without directing legal outcomes

Our goal is to help policyholders see clearly, stay organized, and make their own informed decisions.

Optional Short Version (for homepage or sidebar)

Insurance Claims Coaching — Not Legal Representation

Clear View Assurance provides non-legal claims coaching and organizational support for insurance policyholders. We help clients understand the claims process, organize documentation, and communicate more effectively with insurers. We do not provide legal advice or representation. All legal decisions are made solely by the client.

Why this description is “bulletproof”

This language:

• Clearly disclaims legal advice without sounding defensive

• Emphasizes client control and decision-making

• Avoids verbs regulators look for (“advise,” “recommend,” “interpret law”)

• Uses accepted terms: education, organization, clerical support

• Aligns with Washington UPL standards and bar guidance

• Matches what you actually do

You can publish this as-is.