Customer Service

We consider every customer a valued customer! Our agency's goal is to meet and exceed our customer's coverage and service expectations. Our motto is to deliver "Old Fashioned Customer Service with Modern-day Solutions" With our agency's goal and motto in mind, we have been able to retain an average of 98% of our policy holders year in and year out.

In keeping with the spirit of the first part of our motto "Old Fashioned Customer Service" our agency staff will actively assist the agents with the day to day service needs of our customers. Every attempt will be made to return customer calls, emails and service needs in a reasonable time period and always in a professional manner.

To ensure our agency is providing the best possible service to our customers and meeting the second part of our motto which is "Modern-day Solutions" this section of our web site was developed for our valued customers. We encourage all customers whenever possible to utilize the information provided in this section of our web site. Below you will find helpful information on a variety of insurance topics:

[How to Report a New Claim]

If you experience a loss, please have your policy number ready, and then. . .

  1. You may contact a representative from our office at 1-888-829-6505 (ext. 5). Our agency recommends you contact us first. This will allow us to direct the claim to the proper department and ensure that your organization is contacted by a claims representative as quickly as possible.

If you do not get a return call from a member of our agency staff promptly, you may contact your carrier directly:

  • GuideOne at 1-888-748-4326 or
  • Philadelphia Insurance Company at 1-800-765-9749
  • Preferred Mutual Insurance Company at 1-800-333-7642

Contact our agency if your carrier is not listed above.

  1. If you wish you, can mail or fax in a claim by completing the appropriate claim form supplied in your policy binder or you can download and print the forms here. Fax or mail the completed form with any additional documentation to our office at 215-723-7866 or our office mailing address.
  • Property Claims – Complete this form for any claims related to property damage of the insured building and/or contents. This form is also used for theft claims.
  • Liability Claims – Complete this form for any claims related to lawsuits (bodily injury, personal injury, liable and slander) and damage to others premises.
  • Medical Claims – Complete this form when any person is injured on the insured premises (except students and campers).
  • Workers’ Compensation – There are specific forms that need to be filled out based on the state in which the insured is located. Therefore, please contact our office directly to file a Workers’ Compensation claim so we can ensure the proper forms are completed to avoid delays in claims processing.
  • Automobile Claims – Complete this form for any automobile related claims.
  • Camper Medical Claims –Complete this form for any camper related medical claims.
  • Student Medical Claims – Complete this form for any student related medical claims.

Please be sure to use the proper claim form. Contact our office if you have any questions or concerns when completing a claim form.

Note: Group account customers should list the main policyholder as the insured on all claim forms followed by the name of the location.

[How to Follow-up on an Existing Claim]

The carrier’s claims department will immediately process your claim form and a servicing representative will contact you within one business day. If you are not contacted within that timeframe, please call our office at 1-888-829-6505 so that we may follow-up with the carrier for you.

[Helpful Customer Service Hints]

Adding a new Building to the Policy

We will need to gather the necessary information in person in most cases. Your organization can speed up the time frame by providing the following:

  • Physical address of the building & date you took ownership
  • Planned usage of the building
  • Age of the building and updates (such as age of roof, heating/ cooling system)
  • Type of construction
  • Purchase Price
  • Complete Mortgage information, if applicable. If the loan organization provided any written instructions, please forward them by fax to our office. Be sure to get their fax number and contact person's name

Insurance for Building Construction Projects (new building/additions & major renovations)

Contact our office as we will need to gather information on the planned construction project. Under this we would want to add an attached form like the claims forms. I have attached a copy.

  • Things to Consider before You Build: Builders Risk General Information
  • Supplemental Construction survey Form: In order to get a quote or to have our office add Builders Risk Coverage please have a representative of your organization or your General Contractor complete the Builder's Risk Application Form (as best they can and return to our office by fax, email or mail.

Certificates of Insurance

  • Requesting a Cert. of Insurance: In order to get a Certificate of Insurance issued correctly and promptly there is basic information that needs to be provided. Please review the form provided in your policy three ring binder under the “Miscellaneous” tab. You can simply call the information into our office or complete the form and fax it to our office at fax # 215-723-7866. If the organization requesting the certificate provided any written instructions, please forward them by fax to our office. Be sure to get their fax number and contact person’s name. Please read these Certificate of Insurance Instructions and complete a Certificate of Insurance Request Form
  • How to Read a Certificate of Insurance: View this Certificate of Insurance Sample

Performing a Workers' Compensation Audit

Often our agents and customer service representatives get asked about what they need to include when competing a Workers' Compensation Audit. In order to better service our customers we have provided an attached document (Frequently Asked Worker's Compensation Q & A) that will help answer many of the typical questions we get asked.

Adding or Deleting Mortgagee

When you need to add or delete a Mortgagee please call our office with the following information. Complete name, address and fax number of mortgagee, loan number, and effective date. Please be sure to let us know if this replaces another mortgagee. If the mortgagee provided any written instructions, please fax them to our office.

Adding or Deleting an Automobile

When adding or deleting a loss payee for leased equipment or vehicles, please call our office with the following information. Complete name, address and fax number of lender, loan number, and effective date. For leased equipment, we will also need the type of equipment, serial number and estimated replacement value. Please note, once the leased equipment is added to your policy, there is no need to purchase additional insurance from the leasing company. If the leasing company provided any written instructions, please fax them to our office.

[Helpful Links for Our Customers]
[Recent Newsletters]

Our newsletters provide important information and important industry updates that are of value to our customers. For your convenience we have provided some of our most recent newsletters below as pdf documents.