Insurance Service
Made Simple

Need to update a policy, request a document, or report a claim? Start here, and we’ll help you take the next step.

Independent Agency

Multiple Insurance Companies

Personal Local Service

Insurance Experience Since 2011

Choose the service you need, and we’ll direct your request to the right place.

HOW CAN WE HELP?

REQUEST A POLICY
CHANGE

Request changes involving vehicles, drivers, addresses, locations, coverage, or other policy information.

INSURANCE CARDS
& DOCUMENTS

Request insurance identification cards, declarations pages, policy documents, or other proof of coverage.

CERTIFICATES OF
INSURANCE

Business clients can request a certificate of insurance or provide updated certificate-holder requirements.

BILLING & PAYMENTS

Request a review of your current policies, coverage limits, deductibles, or upcoming renewal.

REVIEW YOUR COVERAGE

Get help with billing questions, payment options, automatic payments, or insurance company contact information.

REPORT A CLAIM

Find the appropriate insurance company contact information and get guidance on how to report a loss.

Important Information About Service Requests

CHANGES REQUIRE CONFIRMATION

Submitting a request does not automatically bind, change, replace, or cancel insurance coverage. A requested change is not effective until it has been confirmed by McCloskey Advisor Group or your insurance company.


PROTECT YOUR INFORMATION

Do not submit Social Security numbers, complete payment-card numbers, online account passwords, or other highly sensitive information through this form.


URGENT OR AFTER HOURS HELP

For urgent claims, billing issues, or assistance outside regular business hours, contact your insurance company directly using the telephone number on your insurance card or policy documents. Call 911 if anyone is injured or immediate emergency assistance is needed.

Submit a Service Request

Tell us what you need and we’ll get back to you as soon as possible.

Prefer to Speak With Us?

Call our office during regular business hours.

Our Hours

Monday- Friday
8:00 Am - 5:00PM MT

Our Location

5329 Montebello Lane
Colorado Springs, CO.
80918

What Do After a loss

Make Sure Everyone is Safe

Move to a safe location when possible. Call 911 if anyone is injured, there is a fire, a crime has occurred, or emergency assistance is needed.

Prevent Further Damage

Take reasonable steps to prevent additional damage when it is safe to do so. Keep receipts for temporary repairs or emergency services.

Document What Happened

Take photographs, make notes, collect contact information, and obtain a police or incident report when appropriate.

Report the Claim Promptly

Contact your insurance company as soon as reasonably possible. Use the claims telephone number shown on your insurance card, policy documents, or insurance company website.

Client Service FAQs