Policy Changes

We deliver superior service in processing requests for policy changes because we know that….Simply Selling Insurance is Not Enough!

When you need to update your policies you need it done quickly, so we make sure our highly-trained professionals have the experience, resources, and expertise to help you obtain the proper protection.

Policy Change Types may include:

  • Automobile Policy Change Request
  • Equipment Policy Change Request
  • Property Policy Change Request

We understand that updating your policies can be a tedious and unproductive process for a business owner, so count on us to make the process as quick and easy as possible. With our help, we will quickly get you back to managing your business.

How to Request Policy Changes

Our online Policy Change Request process is available 24/7, every day of the year via our web site, or you can call our office to talk personally with your Client Service Manager.

  • Request Policy Changes using the policy specific Request Forms listed below.  A Client Service Team member will review your submission and get right to work on your request or get back to you to discuss the next step in preparing your documentation.
  • If the online approach isn’t your thing, just let your Client Service Manager know you need something and they’ll make sure it gets processed right away.
  • Let us know if we need to review the insurance specifications in your contracts and leases to ensure you are in compliance with the requirements.  If we spot any deficiencies then we’ll let you know in case we need to review options to change your insurance program.

If you need assistance, please contact your Client Service Manager.

Guide for Client Services

Policy Change Resources

Location Policy Change Request

Select this option when moving from one location to another or need to add or delete a location.

Location Policy Change Request

Service Request

Automobile Policy Change Request

Select this option when you need to add or delete a vehicle. Keep your vehical information current.

Automobile Policy Change Request

Service Request

Equipment Policy Change Request

Select this option when you need to add or delete equipment such as cranes, trawlers, etc.

Equipment Policy Change Request

Service Request

Donna Engel, AAI, AIS, AIM

Service Department Manager

“We promise superior service that strengthens our relationship and soars above the rest; because we know that…Simply Selling Insurance is Not Enough!” – Donna Engel