Policy Title: Insurance Policy Change Procedure
Overview
To ensure the accuracy and security of your insurance policy changes, we have established the following procedure. This policy aims to protect our clients and ensure clear communication regarding any modifications to their insurance coverage.
Policy Statement
All requests for changes to insurance policies must be conducted in person or through direct communication with an authorized insurance agent. The following methods are not acceptable for initiating policy changes:
- Voicemail
- Text Messages
Procedure for Making Changes
1. In-Person Requests
Clients are encouraged to visit our office to discuss any changes they wish to make to their insurance policies. Our agents will assist you in completing the necessary forms and ensuring that all changes are accurately processed.
2. Direct Communication with Agents
Clients may contact their designated insurance agent by phone to request changes. However, changes will only be accepted if confirmed during the conversation with the agent.
3. Confirmation of Changes
Once a change is made, clients will receive written confirmation and updated policy documents to reflect the new terms. This will be provided within 10 business days of the request.
Rationale
This policy is designed to minimize misunderstandings and ensure that all policy changes are thoroughly reviewed and agreed upon, providing our clients with the highest level of service and security.
Contact Information
If you have any questions or require further clarification regarding this policy, please feel free to Contact Us.
