Common requests
Changes and documents
Examples include a vehicle or driver update, property or mailing address, mortgagee or lienholder, certificate, coverage question, deductible question, or document request.
Existing policy
Request help with an existing policy
Call the agency for help with a policy request. A request is not an endorsement, binder, or proof of coverage; wait for written confirmation of any change and effective date.
Account access
Check the client portal
Some document and account features may be available through the third-party portal, depending on the issuing insurer and policy.
Information to have ready
- Named insured, policy number, and issuing insurance company.
- The exact change or document needed and the requested effective date.
- For property or vehicle changes, the accurate details the insurer requests.
- A safe callback number if the agency needs to confirm details.
When is a change effective?
Only when the insurer or authorized representative confirms it. Review the updated declarations, endorsement, binder, certificate, or other written policy document. If the document does not match what you requested, contact the agency promptly.
Do not email sensitive records
Ordinary email is not the place for Social Security numbers, payment-card or bank information, passwords, medical records, or full policy documents. Call the agency to ask for the appropriate secure route.
Policy requests are subject to insurer rules, underwriting, eligibility, required documents, and written confirmation. Nothing on this page changes, extends, binds, or reinstates coverage.