Policy Holder Service Changes

Reid Tattersall

4/30/2021 · 1 min read

Policy holder service changes such as changing the payment method, beneficiary changes, or death claims should be handled by the agent directly with the insurance company. Agents can call the carriers directly as well as send in forms to process changes. This link contains most policy holder service forms which can be completed and sent directly to the carrier. BOSS can be used to find carrier phone numbers, addresses, and email addresses.

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