Client Help Portal

FAQ

We first listen and then give advice

You need to contact your insurance provider and request a change to the mortgagee clause. Please have your new bank information available along with your loan number. Please have your lender send you a Certificate of Insurance request so you can forward it to your insurance company.

You can refer friends and family by sending them the link to the form here, or please email us [email protected] ,

No. We have specific carrier contracts and receive commission based on the policies sold. Insurance rates are regulated by the state, purchasing insurance through us will not affect your insurance rates.

Yes. You will be contacted by email, text and a phone call (depending on your preference) 25-30 days prior to your renewal date.

It is an inexpensive way to protect your financial future or established assets. Personal Umbrella Insurance protects you above and beyond the limits on your homeowners or condo insurance, car insurance, watercraft or other personal insurance policies. This coverage is mostly used when you’re sued after an event that transpired at your home, car, or because of something you, your immediately family or pet did. An umbrella policy will pay for your legal expenses and protect you if you lose the case. If you win, an umbrella policy would cover your lawyer’s fees.