Client service center
Need help with your policy? Start here.
Report a claim, pay a bill, request a certificate, get an auto ID card, ask for a policy change, or schedule a coverage review. Choose what you need and we will point you in the right direction.
What do you need today?
Choose the service you need.
Claims, payments, certificates, ID cards, policy changes, and coverage questions each start in a different place. Pick the option that matches your situation and we will show you the next step.
Claims
Report a claim or find your carrier claim desk
Start with the carrier when damage, an accident, or a liability incident needs a claim number. Then let our office know so we can watch the process with you.
- 24/7 carrier claim paths
- Photos and claim-number checklist
- Agency backup after filing
Billing
Pay your insurance bill through the right carrier portal
Premiums are paid to the insurance carrier, not our office. Use the carrier directory to reach the billing portal tied to your policy.
- Carrier payment links
- Autopay reminders
- Missed-payment guidance
Commercial service
Request a certificate of insurance for a job, landlord, or vendor
Send the certificate holder name, email, address, required wording, and contract if the job, landlord, venue, or vendor portal asked for specific language.
- Delivery email and holder address
- Additional insured or waiver requests
- Contract upload
Auto service
Get an auto ID card or proof of insurance
If you need proof for a vehicle, request an emailed ID card or use your carrier app when the policy is active and available online.
- Policy lookup
- Emailed proof
- Carrier app shortcuts
Policy updates
Request a policy change
Tell us what changed: vehicles, drivers, addresses, property details, limits, deductibles, mortgagees, lienholders, or named insured information.
- Desired effective date
- Detailed change notes
- Follow-up before binding
Review
Ask for a policy review before your renewal
Use this when you are not sure whether the policy still fits. We can review coverage, carrier fit, deductibles, billing, and renewal changes.
- Renewal changes
- Coverage fit
- Pricing conversation
Get help faster
Start in the right place, then our office can help with the follow-up.
Some requests move fastest through the insurance carrier. Others need Greene & Associates to review details first. This page helps you avoid the guesswork.
Claims and payments often start with the carrier
For a claim or payment, your carrier can usually open the file or process the payment fastest. Our directory points you there first, and our office can still help with follow-up questions.
Include the right details up front
Certificate requests, ID cards, and policy changes go smoother when the right policyholder, holder, vehicle, contract, or change details are included up front.
Current-client forms stay private
The service center explains the process publicly, but request forms that collect client and policy details are kept out of search results.
Need a human?
Call our Lake City office during business hours.
Monday through Friday, 9:00 AM to 5:00 PM Eastern.