Client service

How can we help?

Contact our team for certificates, policy changes and account support.

What to include.

Certificates

Your business name, certificate holder, insurance requirements and date needed.

Policy changes

What is changing and the requested effective date. Coverage changes require written confirmation.

Claims assistance

Follow the insurer's reporting instructions first. Then email us for help with follow-up. This website does not report a claim to an insurer.

Questions & answers

Good questions to ask.

Can I access documents after hours?
Self-service access depends on your carrier or account platform. Ask us what is available. Sending an email at any time does not mean the request has been completed or coverage changed.
Can a certificate add coverage?
No. A certificate is evidence of existing insurance. Additional insured status or other changes may require an endorsement and insurer approval.
How should I send sensitive documents?
Ask us for an appropriate document-sharing method. Do not email medical records, financial account details or other sensitive personal information through a general inquiry.