EXISTING CUSTOMER

Request for Proof of Insurance/ Declaration Page

Proof of insurance is exactly what it sounds like: proof that you have active insurance on your apartment or home. Usually, you can send over your declarations page (sometimes called your ‘dec’ page) as proof of insurance, which includes information about your coverage amounts, deductible, who your policy covers, and so on. You can also forward your entire policy document.
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File A Claim

When you file an insurance claim, you’re making a formal request to your insurance company to receive money to help you pay for repairs and other expenses caused by a policy event (like a car accident or a home burglary) that is covered by your insurance.
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Change in coverage

If you've had a major life change, such as getting married or buying a new vehicle, you might switch car insurance companies. To avoid coverage lapses or overlaps in coverage that could put you at financial risk, start your new coverage on the same day that your old coverage ends.
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Update Mortgage Clause

Typically, the mortgagee clause contains the name and address of the mortgage lender as well as the loan number. Pretty straightforward. You may also see the following letters or words contained in the mortgagee clause: ISAOA & ATIMA. These are the ones that give people trouble.

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Update Your Contact Information

Be sure to update your mailing address information right away when you are moving so that you receive all the important mailed notifications from your insurance company. If you miss a renewal notice, it’s very easy for your policy to be canceled. 

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Add an additional insured

An additional insured is any person or company that you add to your insurance coverage. This is because some projects or contracts require policyholders to extend their liability coverage to other parties. 


Additional insured are named on your certificate of insurance (COI) but only have access to your if you send it to them as an electronic or physical copy. Kathy Jones Agency makes this process painless and easy online.

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