☎ (866) 452-5096

File an Insurance Claim

Our agents guide you through the claims process step by step

Important: We are an independent agency. We do not process claims directly. Our compassionate agents will guide you through the filing process and help connect you with the right resources.

How We Help You File a Claim

Filing a life insurance claim can feel overwhelming. Our licensed agents provide compassionate, step-by-step guidance to make the process as smooth as possible.

1

Call Our Support Line

Speak with a licensed agent who specializes in claims assistance. We understand this is a difficult time and will treat your call with the compassion and patience it deserves.

2

Gather Your Documents

We will tell you exactly what documents you need, including a certified death certificate, policy number, beneficiary identification, and any additional forms required by your specific carrier.

3

File With Your Carrier

We guide you through filing with your specific insurance carrier. Our agents help you complete the necessary paperwork correctly and submit it through the proper channels to avoid delays.

4

Follow Up

We help ensure your claim is being processed and answer any questions that arise along the way. If you encounter any issues or delays, our agents can advise you on next steps.

What You Will Need

  • Certified Death Certificate — Most carriers require at least one certified copy as part of the claims process.
  • Policy Number — The policy number helps the carrier locate the account quickly. Check any correspondence or documents from the carrier.
  • Beneficiary Identification — Valid government-issued photo ID for the person filing the claim as the designated beneficiary.
  • Claimant Contact Information — Your current phone number, mailing address, and email so the carrier can reach you regarding the claim status.
  • Carrier Claim Form — Most carriers have a specific claim form that must be completed. Our agents can help you locate and fill out the correct form.

Need Help? Call Us Now

Need help filing a claim? Our compassionate agents are here for you.

(866) 452-5096
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Mon–Fri 10:00 AM – 7:00 PM Eastern