Filing a claim, with a real person helping.
A confusing claims process is the last thing you need after a loss. Here's exactly what happens when you call us.
Contact us right away
Call, text, or fill out the form below as soon as it's safe to do so. The sooner we know, the sooner your advisor can help.
We connect you with your carrier
Your advisor helps you file directly with the carrier and stays involved, this isn't a hand-off to a call center.
We stay on it with you
From adjuster scheduling to settlement questions, your advisor is your point of contact until it's resolved.
Need to file a claim right now?
Call us directly, this is the fastest path to getting help.
Call (513) 940-4892After you've filed: common questions
What information do I need to file a claim?
Your policy number, a description of what happened, and any photos or documentation you have. Your advisor can walk you through it over the phone if it's easier.
Will filing a claim raise my rate?
It depends on the claim type and your specific carrier's accident forgiveness policy, your advisor can tell you what to expect before you decide whether to file.
How do I get a certificate of insurance (COI)?
Contact your advisor directly, most COI requests can be turned around same-day.
Can I make changes to my policy mid-term?
Yes, endorsements (adding a driver, changing coverage limits, etc.) can typically be made anytime, just reach out to your advisor.
What happens at renewal?
We review your policy before every renewal to check for rate changes and confirm your coverage still matches your situation, not just auto-renew without a look.
Prefer to file directly with your carrier?
Your advisor is always here to help, but if you'd rather go straight to your carrier's claims line, here's the number for each one we work with.
