Colorado Springs Insurance Client 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
Get help with billing questions, payment options, automatic payments, or insurance company contact information.
REVIEW YOUR COVERAGE
Request a review of your policies, coverage limits, deductibles, or upcoming renewal.
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.
Office hours
Monday–Friday
9:00 AM - 5:00 PM MT
Visit our office
5329 Montebello Lane
Colorado Springs, CO 80918
What to 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
Answers to common questions about policy changes, documents, billing, and claims for McCloskey Advisor Group clients in Colorado Springs.
Does submitting a client service request change my insurance coverage?
No. Submitting an online form, email, voicemail, or text message does not automatically bind, change, replace, or cancel coverage. The request must be reviewed and confirmed before it becomes effective.
How quickly does McCloskey Advisor Group respond to service requests?
We review service requests during regular business hours (Monday–Friday, 9:00 AM–5:00 PM MT) and respond as soon as we reasonably can. Contact your insurance company directly when immediate or after-hours assistance is required.
How can I get a new insurance ID card?
You may be able to download an identification card through your insurance company’s website or mobile application. You can also submit a document request through this page.
How do I request a certificate of insurance?
Submit a service request and include the certificate holder’s legal name, mailing address, email address, and any written insurance requirements. Coverage or wording that is not included in your policy cannot be added to a certificate without approval. Certificates are most often requested for general liability, commercial auto, and workers’ compensation policies.
Who should I contact about my insurance bill?
For immediate payment assistance, contact your insurance company using the billing number shown on your invoice or policy documents. We can also help you locate the correct contact information; call (719) 247-1554.
What information do I need to report an insurance claim?
Be prepared to provide the date, time, and location of the loss; a description of what happened; photographs when available; contact information for involved parties; and any police or incident-report number.
Can you review my insurance policy before renewal?
Yes. Contact us before your renewal date if you would like to review your coverage, limits, deductibles, discounts, or other available options for your personal insurance or business insurance.
What should I do if I need insurance help after business hours?
Contact your insurance company directly for urgent claims, roadside assistance, billing issues, or other time-sensitive needs. Use the contact information on your insurance card or policy documents.
Need help with your policy? We’re ready to assist with documents, policy changes, claims questions, and coverage reviews. Submit a service request or call (719) 247-1554.