W.J. Wheeler Insurance Company

We believe that a significant part of your insurance program is the professional service provided by your independent insurance agency. Detailed below, you will find our Service Standards.

• Account Review: You can request a meeting to review your insurance program with your servicing agent at any time.
• Bi-Annual Questionnaire: You will receive a questionnaire every other year, sixty (60) days prior to renewal. We will review your responses and make recommendations for changes in your insurance program as needed.
• 24-hour emergency support: In the event of a catastrophic loss or emergency, we want to be there for you. You can contact a member of our staff and you can also file a claim directly with your insurer.
• Claim Processing: All first reports of claims will be submitted to your insurance company the same day they are received.
• Documents: Documents, such as Proof of Insurance and Certificates of Liability will be sent out the same day as requested.
• Policy Changes: Any request for a policy change will be submitted to the insurance company the same day it is received.
• Phone Calls and Emails: We will return phone calls and emails the same day that they are received. We encourage you to contact us via email to reduce the possibility of phone tag.

Service Agreement

This agreement with you establishes the minimum level of service you can expect from our agency.We expect that, prior to the annual renewal of our relationship, you will take the time to see if we have measured up to our standards.