66DDAAE5D9477DFA7305244D6B87A386
Call Us: 925-217-4688
Call Us: 925-217-4688
AGENT PORTAL
Customer Self Service

Customer Service

Change of Mortgage

Request proof of insurance, update your mortgagee clause, or send documents directly to your mortgage or escrow company. Use the form below and our servicing team will handle the rest. Most requests are completed within 1–2 business days.

What this page is for

If your mortgage company, escrow officer, or lender has asked you for proof of homeowners insurance, or if you've refinanced or switched lenders and need your policy updated with a new mortgagee clause, you can request it here instead of calling in. This is a servicing request for an existing policy. It does not change your coverage or premium.

Request a current evidence of insurance / declarations page for your lender

Confirm coverage details for an escrow or closing agent

Add, remove, or correct a mortgagee (lienholder) on file

Resolve a lender-placed insurance notice

Before you submit

Requests are matched to your file by policy number, so having it on hand speeds things up. You'll also need your mortgage company's exact name and mailing or fax address. This is usually printed on your loan statement or escrow letter.

What happens next

1

Request received

You'll get an email confirmation with a reference number right away.

2

Servicing review

Our team verifies your policy and lender details, usually within one business day.

3

Document sent

The document is sent directly to your lender and a copy is emailed to you.

Mortgagee Request Form

* indicates required fields

Need something else handled on your account?

Billing, policy changes, claims and more.

Visit Customer Service