Claims & Policy Support
Support When It Matters Most
A loss is stressful enough. A licensed insurance professional can help you understand the next steps, gather documentation, and communicate with the issuing carrier throughout the claims process.
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Reporting a claim
How claim reporting generally works
Claims are ultimately handled by the insurance carrier that issued the policy. In many situations, claims can be reported directly to the carrier's claim center, and our office can help coordinate follow-up and answer general policy questions.
- 1Ensure everyone is safe and follow instructions from local authorities.
- 2Document the incident with photos and written notes where safe to do so.
- 3Collect information from involved parties as appropriate.
- 4Report the claim to the issuing carrier as soon as reasonably possible.
- 5Keep copies of receipts and communications for future reference.
What to have ready
Having a few things on hand can make reporting a claim smoother. Exact requirements vary by carrier and claim type.
- Your policy number and the name of the insured
- The date, time, and location of the incident
- A description of what happened and any injuries
- Names and contact details of anyone involved or any witnesses
- Photos or video of the damage, where safe to capture
- Any police, fire, or incident report numbers
How our office helps
Policy service we can help with
- Coverage change requests
- Policy document copies
- Billing and payment questions
- Certificate of insurance requests
- Annual policy reviews
- General coverage questions
We can help you understand the process, point you to the right claims resources, and follow up on general questions. We're here to make a stressful moment a little clearer.
Claims questions
Claims decisions, payments, and coverage determinations are made solely by the issuing insurance carrier according to the applicable policy contract and its investigation. Our office does not decide, expedite, or guarantee claim outcomes.