Policy help, certificates, billing, claims, and coverage questions, routed to the right place.

Insurance service should not feel like a scavenger hunt. Some requests are instant through Vantage PolicyVault. Others need our team to review details, contact the carrier, or confirm requirements. Start here and we will point you to the fastest path.

Access Vantage PolicyVault Start a service request

PolicyVault is your self-service portal for certificates, auto ID cards, and policy details. Or report a claim →

Self-service

Your policies. Your certificates. On your schedule.

Vantage PolicyVault gives you 24/7 access to common policy needs without waiting for a call or email. Most agencies make you call and wait. We built something better.

Instant certificates

Request and receive certificates of insurance in seconds when the request meets approval rules.

Live verification

Share a verification link that shows real-time coverage status, no more expired PDFs.

24/7 policy access

View available policies, limits, endorsements, and documents anytime.

Policy snapshots

Download coverage summaries for lenders, landlords, contracts, or your own records.

Which path?

PolicyVault or a service request?

PolicyVault is fastest for standard documents and access. Use a service request when something needs review, special wording, a change, carrier approval, or guidance.

What you need	Best path
Standard certificate of insurance	PolicyVault
Policy document	PolicyVault
Policy snapshot	PolicyVault
Live coverage verification link	PolicyVault
Auto ID card, if available	PolicyVault
Special certificate wording	Service Request
Additional insured wording	Service Request
Waiver of subrogation	Service Request
Contract or lender requirement review	Service Request
Policy change	Service Request
Billing or cancellation help	Service Request
Claim or possible claim	Service Request
Coverage question	Service Request
Renewal or coverage review	Service Request

Start a service request

What are you trying to do today?

Answer a few quick questions and we will route your request. If it can be handled in PolicyVault, we will point you there first.

What do you need help with?

A few service reminders

What to expect.

Some requests are handled quickly. Others require carrier approval, signed forms, underwriting review, payment, or documentation. Submitting a request does not automatically change, add, cancel, or bind coverage, approve special certificate wording, or confirm claim coverage. We will tell you what is needed and confirm when it is done.

Certificates must accurately reflect the policy as issued.
Special wording may require carrier approval or an endorsement.
Policy changes are not effective until confirmed.
Billing and cancellation notices should be addressed quickly.
Claim coverage decisions are made by the carrier.
Contract requirements should be reviewed before you sign when possible.

After hours, or need to reach a carrier directly? Use the Carrier Directory for claims and billing contacts.

Helpful reading: what a certificate of insurance proves, and the Commercial Learning Center.

Frequently asked

Service Center questions.

Can I create my own certificate?

In many cases, yes. Vantage PolicyVault lets clients request certificates when available for their account. If the certificate needs special wording, contract review, or carrier approval, submit a service request.

Can I view policy documents and ID cards online?

Yes, when available for your policy. PolicyVault gives you access to policy documents, policy details, policy snapshots, and auto ID cards where applicable.

Does submitting a policy change request automatically change my coverage?

No. Coverage changes are not effective until confirmed by the carrier or our office. We will review the request and tell you what is needed.

Can you tell me whether a claim is covered?

We can help you understand the process and review policy language, but claim coverage decisions are made by the insurance carrier. Our role is to guide you through reporting and next steps.

What should I do if I receive a cancellation notice?

Submit a billing or cancellation support request as soon as possible and include the notice. Waiting can reduce your options.

Should I send contracts to you before I sign them?

Yes. If a contract includes insurance requirements, send it to us before signing when possible. Some requirements may not be included automatically in your current policy.