Request a Policy Change - Tailored Insurance Group in Lehi Utah

"*" indicates required fields

Important Notice:

Any change requests made on this page is just a request for service and does not alter the policy until a formal confirmation and endorsement is received and remitted from the insurance carrier.
If you are a policy holder you can log into your certificate issuance portal and send certificates of insurance at any time.

Date to make this change*

MM slash DD slash YYYY

Change Type*

Name*

First Last

Email*

Business Name

Drivers

Drivers Checkboxes

Add Driver

Update Driver

Delete Driver

Add Driver

New Driver: Name*

First Last

New Driver: Gender*

New Driver: Date of Birth*

Month

Day

Year

New Driver: DL Number*

New Driver: DL State*

New Driver: SR-22 Required*

Message to Agent regarding New Driver

New Driver: Optional File Upload

If you need to send us a copy of the driver's MVR, drivers license, or other related file, please add them here.

Drop files here or

Accepted file types: jpg, gif, png, pdf, jpeg, Max. file size: 12 MB, Max. files: 10.

Adding Drivers: Any driver being added will be required to have an updated MVR submitted within the last 60 days to obtain accurate data for a quote or endorsement request. If the driver is required to have experience for the policy please provide supporting material if the MVR does not show accurate representation such as the following: prior license showing issue date / experience, prior MVR showing issue date / experience, employment history form showing experience. Drivers may be ineligible by the insurer if supporting documentation is unavailable.

Recommended third party vendors for MVR services include, but are not limited to: Driving Records - Motor Vehicle Reports Online

Update Driver

Update Driver: Name*

First Last

Update Driver Request*

Please tell us what we should update regarding this driver.

Update Driver: Optional File Upload

If you need to attach any files related to this request, please add them here.

Drop files here or

Accepted file types: jpg, gif, png, pdf, jpeg, Max. file size: 12 MB, Max. files: 10.

Delete Driver

Delete Driver: Name*

First Last

Driver Reason for Deletion*

Delete Driver: Optional File Upload

If you need to attach any files related to this request, please add them here.

Drop files here or

Accepted file types: jpg, gif, png, pdf, jpeg, Max. file size: 12 MB, Max. files: 10.

Vehicles

Vehicle Checkboxes

Add / Replace Vehicle

Delete Vehicle

Add / Replace a Vehicle

Year*

Make*

Model*

VIN*

Vehicle Primary Use*

Annual Miles*

Replace a Vehicle

I would like this vehicle to replace an existing vehicle on my policy

Year, Make, Model, and VIN of vehicle you would like to replace*

Message to Agent Regarding Vehicle(s)

Vehicles: Optional File Upload

If you need to attach any files related to this request, please add them here. Examples include copy of title, bill of sale, picture(s) of VIN, copy of drivers license, current policy documents, etc.

Drop files here or

Accepted file types: jpg, gif, png, pdf, jpeg, Max. file size: 12 MB, Max. files: 10.

Delete Vehicle

Year, Make, Model, and VIN of vehicle to delete*

Reason for Vehicle Deletion*

Delete Vehicle: Optional File Upload

If you need to attach any files related to this request, please add them here. Examples include copy of title, bill of sale, picture(s) of VIN, copy of drivers license, current policy documents, etc.

Drop files here or

Accepted file types: jpg, gif, png, pdf, jpeg, Max. file size: 12 MB, Max. files: 10.

Addresses

Address Change Type

Change Mailing Address

Change Physical Address

Change Garaging Address

New Mailing Address

Street Address City State / Province ZIP / Postal Code Country

New Physical Address

Street Address City State ZIP Code

New Garaging Address

Street Address City State ZIP Code

Address Change: Optional File Upload

If you need to attach any files related to this request, please add them here.

Drop files here or

Accepted file types: jpg, gif, png, pdf, jpeg, Max. file size: 12 MB, Max. files: 10.

Add Lien Holder To My

Vehicle

Business

Add Lien Holder to Property

Lien Holder Name*

Lien Holder Name (Line 2)

Lien Holder Address*

Address Line 1 Address Line 2 City State ZIP Code

Loan Number*

Lender Position

Bill To*

Business: Lender Document(s)

Optionally, upload any documents from your lender that may assist us in making this change.

Drop files here or

Accepted file types: pdf, jpg, png, jpeg, docx, Max. file size: 12 MB, Max. files: 5.

Add Lien Holder to Vehicle

Vehicle to add this lien holder to*

Vehicle: Lien Holder Name*

Vehicle: Loan Number

Vehicle: Lender Document(s)

Optionally, upload any documents from your lender that may assist us in making this change.

Drop files here or

Accepted file types: pdf, jpg, png, jpeg, docx, Max. file size: 12 MB, Max. files: 5.

Certificate of Insurance

Name of company to be listed on certificate*

Address of company to be listed on certificate*

Address Line 1 Address Line 2 City State ZIP Code

Certificate Request Details

Certificate Request Documents

Optionally, add the insurance requirements or other files we may need related to this certificate request.

Drop files here or

Accepted file types: pdf, jpg, png, doc, docx, Max. file size: 12 MB, Max. files: 5.

Coverage Change

General Request

Request Details*

File Upload

Optionally add any files we may need to process this change request.

Drop files here or

Accepted file types: jpg, png, gif, pdf, Max. file size: 12 MB, Max. files: 5.

Request Summary

Below, is the summary of change(s) you are requesting.
If anything is not correct, please go back and make any updates prior to submitting your change request.

Request Date: {Date to make this change:4}

Change Type: {Change Type:7}

Add Driver

Name: {Name (First):13.3} {Name (Last):13.6}

Date of Birth: {Date of Birth:16}

Gender: {Gender:15}

Drivers License: {Drivers License Number:19} / {Driver License State:20}

Update Driver

Name: {Name (First):26.3} {Name (Last):26.6}

Update Request:

{Update Request:27}

Delete Driver

Name: {Name of Driver (First):30.3} {Name of Driver (Last):30.6}

Reason for Deletion:

{Reason for Deletion:31}

Add / Replace Vehicle

Vehicle to Add: {Year:37} {Make:38} {Model:39}

VIN: {VIN:40}

Primary Use: {Vehicle Primary Use:41}

Vehicle to Replace: {Year, make, and model of vehicle you would like to replace:45}

Delete a Vehicle

Vehicle to Delete: {Year, make, and model of vehicle to delete:48}

Reason for Deletion: {Reason for Deletion:49}

Change of Mailing Address

{New Mailing Address (Street Address):54.1} {New Mailing Address (Address Line 2):54.2}
{New Mailing Address (City):54.3}, {New Mailing Address (State / Province):54.4} {New Mailing Address (ZIP / Postal Code):54.5}
{New Mailing Address (Country):54.6}

Change of Physical Address

{New Physical Address (Street Address):55.1} {New Physical Address (Address Line 2):55.2}
{New Physical Address (City):55.3}, {New Physical Address (State / Province):55.4} {New Physical Address (ZIP / Postal Code):55.5}

Change of Garaging Address

{New Garaging Address (Street Address):56.1} {New Garaging Address (Address Line 2):56.2}
{New Garagin Address (City):56.3}, {New Garaging Address (State / Province):56.4} {New Garaging Address (ZIP / Postal Code):56.5}

Property Lien Holder

Lien Holder Name: {Lien Holder Name:62} {Lien Holder Name (Line 2):63}

Lien Holder Address:
{Lien Holder Address (Street Address):64.1} {Lien Holder Address (Address Line 2):64.2}
{Lien Holder Address (City):64.3}, {Lien Holder Address (State / Province):64.4} {Lien Holder Address (ZIP / Postal Code):64.5}

Loan Number: {Loan Number:65}

Bill to: {Bill To:68}

Vehicle Lien Holder

Vehicle to add lien holder to: {Vehicle to add this lien holder to:69}

Lien Holder Name: {Lien Holder Name:89}

Loan Number: {Loan Number:90}

Certificate of Insurance Request

Company Name: {Name of company to be listed on COI:72}

Company Address:
{Address of company to be listed on COI (Street Address):92.1} {Address of company to be listed on COI (Address Line 2):92.2}
{Address of company to be listed on COI (City):92.3}, {Address of company to be listed on COI (State / Province):92.4} {Address of company to be listed on COI (ZIP / Postal Code):92.5}

Request Details: {Request Details:78}

COI Related Document(s):
{Certificate Request Documents:74}

Coverage Change

General Request

Request Details:
{Request Details:78}

Files:
{File Upload:79}

Policy Change Agreement*

I agree and understand this request does not change the policy coverages or hold the request effective on the policy. The insurance carrier will send me a written confirmation that the request can be made in the form of an endorsement that the request can be made or that the request has been processed. I also, understand this request may increase or decrease the overall premium, and if it does, I will be notified in writing before the change is processed. Until I receive written confirmation that coverage is afforded I understand coverage is not altered or bound by this request.

I Agree

This field is for validation purposes and should be left unchanged.

Drivers

Add Driver

Update Driver

Delete Driver

Vehicles

Add / Replace a Vehicle

Delete Vehicle

Addresses

Add Lien Holder to Property

Add Lien Holder to Vehicle

Certificate of Insurance

Coverage Change

General Request

Request Summary

Add Driver

Update Driver

Delete Driver

Add / Replace Vehicle

Delete a Vehicle

Change of Mailing Address

Change of Physical Address

Change of Garaging Address

Property Lien Holder

Vehicle Lien Holder

Certificate of Insurance Request

Coverage Change

General Request

Contact Us

Get A Quote

Navigation

For Clients

Login

Request a Change

Drivers

Add Driver

Update Driver

Delete Driver

Vehicles

Add / Replace a Vehicle

Delete Vehicle

Addresses

Add Lien Holder to Property

Add Lien Holder to Vehicle

Certificate of Insurance

Coverage Change

General Request

Request Summary

Add Driver

Update Driver

Delete Driver

Add / Replace Vehicle

Delete a Vehicle

Change of Mailing Address

Change of Physical Address

Change of Garaging Address

Property Lien Holder

Vehicle Lien Holder

Certificate of Insurance Request

Coverage Change

General Request

Contact Us

Get A Quote

Navigation

For Clients

Login