Proof of Insurance

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

When you need to prove you have insurance in place you need it quickly, so we make sure our highly-trained professionals have the experience, resources, and expertise to provide you with the proper documentation.

We understand that providing insurance documentation 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.

Various types of documentation are required to provide the most important details of your insurance coverage to another party without providing them with full copies of your insurance policies.

How to Request Proof of Insurance

Our online 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 Proof of Insurance 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

Proof of Insurance Resources

Property Insurance Request

Select this option if a lender or mortgage company requires proof of insurance for your property.

Property Insurance Request

Service Request

Certificate of Insurance Request

Select this option if a Company requires proof of Liability Insurance (Automobile, General Liability, Umbrella, etc.).

Certificare of Insurance Request

Service Request

Insurance Schedule Request

Select this option if you need a schedule of your insured locations, equipment or automobiles.

Insurance Schedule 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