◇Client Services

Request Policy Documents.

Need a copy of your insurance documents? Submit your request and our team will securely prepare the information you need.

AB Hurley illustration of organized policy records being handed securely between an advisor and a client.

◇  Introduction

The paperwork behind a running business.

Clients need copies of insurance documents all the time — for lenders, auditors, accountants, general contractors, property owners, internal records, business planning, and routine policy reviews. Each request is small on its own, but collectively they keep contracts moving and businesses running.

AB Hurley makes accessing that information straightforward. Tell us what you need and how you'd like to receive it — we handle the rest, quickly and securely.

◇  Document Request

Tell us what you need.

◇ Policy & Documents

◇ Additional Information

Time-sensitive requests are prioritized — note any deadlines above.

◇  Common Document Requests

The documents clients ask for most.

Declarations Pages

The one-page summary lenders, landlords, and business partners most often ask to see.

Policy Endorsements

Written amendments that add, remove, or modify coverage — often requested when contracts require specific terms.

Evidence of Insurance

Formal proof of property or liability coverage — commonly needed for mortgages and closings.

Billing Information

Invoices, payment history, and premium breakdowns for accounting, audits, or reimbursement.

Auto ID Cards

Digital or printed proof of auto coverage for drivers, registration, and inspections.

Workers' Compensation Documents

Policy copies, endorsements, and information needed for state filings or employee inquiries.

Loss Runs

Claims history reports frequently required when quoting new coverage or renewing a program.

Policy Copies

The complete policy — every form, endorsement, and schedule — for legal, contractual, or archival use.

◇  What Happens Next

From request to delivery — six steps.

  1. Step 01

    Request Submitted

    Your document request arrives with our service team the moment you submit the form.

  2. Step 02

    Advisor Review

    A dedicated advisor reviews the request, confirms scope, and follows up on anything missing.

  3. Step 03

    Documents Located

    We pull the current documents from our systems — or coordinate with the carrier for anything we don't already hold.

  4. Step 04

    Security Verification

    We confirm your identity and authorization before releasing anything confidential.

  5. Step 05

    Documents Delivered

    Files are sent through your preferred channel — email, secure link, or printed copy.

  6. Step 06

    Follow-Up Assistance

    Need something interpreted or forwarded elsewhere? An advisor stays available to help.

◇  Security & Privacy

Confidentiality is part of the service.

Insurance documents often contain confidential information about your business, your property, and your people. AB Hurley follows secure procedures to verify identity and protect that information before anything is released.

  1. ◇ 01

    Identity verification.

    Before releasing sensitive documents, we confirm the requester's identity and their authority to receive them. It's a brief step that protects everyone involved.

  2. ◇ 02

    Secure delivery.

    We send documents through encrypted email or secure links — never through channels that leave confidential information exposed.

  3. ◇ 03

    Confidentiality.

    Insurance documents describe your business, your property, and sometimes your people. We treat them with the same discretion you would.

  4. ◇ 04

    Client privacy.

    Requests from third parties (accountants, lenders, contractors) are honored only when authorized. Your information stays yours.

Verification is a courtesy, not an inconvenience. A quick confirmation call or authorization email keeps your information protected and ensures documents reach exactly who you intend.

◇  Frequently Asked Questions

Answers before you ask.

◇  The AB Hurley Difference

Documents shouldn't be a bottleneck.

Obtaining important insurance documents should be simple. Our team works efficiently to get you what you need while maintaining the security standards that come with handling confidential information.

  1. ◇ 01

    Follow-through.

    We treat document requests as a priority, not an afterthought — and when a request signals a coverage question, we raise it rather than wait for renewal.

  2. ◇ 02

    Accuracy.

    We confirm the right document, the right policy period, and the right recipient before anything leaves our office. Getting it right the first time saves everyone time.

  3. ◇ 03

    Professionalism.

    Every request is handled by a real person on our service team — no ticket queues, no cold handoffs, no forgotten emails.

  4. ◇ 04

    Secure communication.

    We use encrypted delivery for anything sensitive and confirm identity before releasing confidential information. Convenience never comes at the cost of security.

  5. ◇ 05

    Long-term client support.

    We keep organized records so future requests are simpler. Over time, the process gets faster because we already know your program.

Need documentation quickly?

Whether you're preparing for an audit, closing on a property, renewing a contract, or simply organizing your records, we're here to help.