Client service

Help with the policy you already have.

For policy documents, certificates, changes, billing questions, or claims guidance, contact our office and tell us what you need.

Certificates

Request proof of insurance for a customer, landlord, or other third party.

Email a Request →

Policy changes

Add or remove a driver, vehicle, location, or other policy detail.

Email a Request →

Billing questions

Get help understanding a statement, invoice, or payment schedule.

Email a Request →

Claims guidance

People first. Coverage second.

If anyone is injured or in danger, contact emergency services first. When safe, take reasonable steps to prevent additional damage, document what happened, and contact the insurance carrier shown on your policy documents.

We can help you understand the next step.

The carrier handles the formal claim. Heritage Point can help identify the appropriate contact and explain what information may be requested.

Call (937) 546-8059