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Five Star Customer Service

Policyholder & Account Information

Thank you for calling Five Star Insurance Agency. This is (Representative Name) How may I provide you with Five Star Service to you today?

Called about this matter before? *

What type of policy inquiring about *

Policy Number *

First Name *

Last Name *

PERSONAL or COMMERCIAL policy *

Who I have the pleasure of speaking with today *

For security, please verify the following

Street *

City *

State *

ZIP / Postal Code *

E-Mail Address *

Just in case we are disconnected

Contact number *

RECAP OF THE ISSUE *

Do you mind if I place you on hold for just a brief moment so I can review the account for further assistance? Thank you for holding.

· Insured Customer Service and/or Payment Request

I’m sorry to keep you on hold.

We can gladly provide you with a certificate.

Review of the Necessary Action to be Taken

Additional issue needing assistance

I see that we don’t have your (OTHER LINES OF BUSINESS) with us

Aware we offer Auto, Home, Commercial, and Life Insurance

Able to get an agent on the line to discuss additional coverage

If unavailable now, schedule date & time for an agent to call

Awesome! I’ll have scheduled for an agent contact you (DATE) to discuss these products. Thank you for calling and we look forward to provide you with Five Star Service on your next call.

· Insured Certificate Request

I’m sorry to keep you on hold.

Need to get additional information to complete your request.

Name of the certificate holder

Address of the Certificate Holder

Contact Number

Fax Number

Email Address

Send this certificate Attention to

Prefer Fax or Email

Forward a copy

Will you hold one moment while I create this certificate for you and forward to you? Please hold for 2 to 3 minutes, while I process your request? Thank you for holding. You’re request has been sent.

Received the document before disconnecting

Additional issue needing assistance

I see that we don’t have your (OTHER LINES OF BUSINESS) with us

Aware we offer Auto, Home, Commercial, and Life Insurance

Able to get an agent on the line to discuss additional coverage

If unavailable now, schedule date & time for an agent to call

Awesome! I’ll have scheduled for an agent contact you (DATE) to discuss these products. Thank you for calling and we look forward to provide you with Five Star Service on your next call.

· 3rd party Customer Service Inquiry

I’m sorry to keep you on hold.

Review of the Necessary Action to be Taken

Need to get additional information to complete your request.

Caller's Name

Contact Number

Email Address

Additional issue needing assistance

Received the document before disconnecting

Thank you for calling and we look forward to provide you with Five Star Service on your next call.

· Certificate Request from 3rd Party

I’m sorry to keep you on hold.

Need to get additional information to complete your request.

Name of the certificate holder

Address of the Certificate Holder

Contact Number

Fax Number

Email Address

Send this certificate Attention to

Prefer Fax or Email

Received the document before disconnecting

Submission Validation

Required

Important Notice
Any submissions or payments made via this website do not constitute a binding agreement to your policy or coverages. Changes and payments to policies are not effective or binding until you, or any party involved, receive official notice from either your insurance agent, or your insurance company. If you have any questions, please feel free to contact us.

Per the terms of our online privacy policy we will not resell your information to any third-party.

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