We will return all phone calls, texts, faxes, and emails the same day received, as long as the contact is received before 4pm.
We will send certificates the same day requested as long as the request is received before 3pm. We will send certificates 30 days prior to renewal or as soon as the policy is renewed. We will send workers comp certificates for our contractor clients to the CSLB as soon as we receive their policy number.
We will send Auto ID Cards as soon as we receive our client’s policy number.
We will process policy change requests within 2 working days.
We will send claims notification to the insurer the same day we receive them. If we are working with our client on a claim, we will follow up on all open claims on a weekly basis keeping them informed.
We will contact or meet with our client upon request and review their account 60‐90 days prior to renewal. We will discuss any changes or updates that need to be made.
We will review our clients’ accounts on a yearly basis providing analysis and recommendations on coverages and policies they don’t have but feel they could benefit from or should have.
