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Customer Service Forms


Available Customer Service Forms

Self policy service any time of the day, directly from our website. To request a policy change on your account, click any of the following policy service options below.

Add Driver to Existing Auto Policy
Add Driver to Existing Commercial Auto Policy
Add Driver to Existing Motorcycle Policy
Add Driver to Existing Recreational Vehicle Policy
Add Motorcycle to Existing Policy
Add Recreational Vehicle to Existing Policy
Add Vehicle to Existing Auto Policy
Add Vehicle to Existing Commercial Auto Policy
Add Watercraft to Existing Policy
Change Primary Operator on Existing Watercraft Policy
IRA, Annuity & Rollover Questionnaire
IRA- 401K Rollovers
IRAs-401K-403B
Policy Review Request
Remove Driver from Existing Auto Policy
Remove Driver from Existing Commercial Auto Policy
Remove Driver from Existing Motorcycle Policy
Remove Driver from Existing Recreational Vehicle Policy
Remove Motorcycle from Existing Policy
Remove Recreational Vehicle from Existing Policy
Remove Vehicle from Existing Auto Policy
Remove Vehicle from Existing Commercial Auto Policy
Remove Watercraft from Existing Policy
Request Declaration and Coverages for Existing Homeowners Insurance Coverage
Request Declaration and Coverages Page for Auto Policy
Request Declaration and Coverages Page for Commercial Auto Policy
Request Declaration and Coverages Page for Existing Earthquake Insurance
Request Declaration and Coverages Page for Existing Flood Insurance Coverage
Request Declaration and Coverages Page for Existing Health Insurance Coverage
Request Declaration and Coverages Page for Existing Life Insurance Coverage
Request Declaration and Coverages Page for Existing Renters Insurance Coverage
Request Declaration and Coverages Page for Existing Vision Insurance Coverage
Request Declaration and Coverages Page for Motorcycle Policy
Request Declaration and Coverages Page for Recreational Vehicle Policy
Request Declaration and Coverages Page for Watercraft Policy
Request Evidence of Insurance
Request General Liability Certificate of Insurance
Request ID Card for Auto Policy
Request ID Card for Commercial Auto Policy
Request ID Card for Motorcycle Policy
Request ID Card for Recreational Vehicle Policy
Request ID Card for Watercraft Policy
Rollovers & Retirement Options
Send Declaration and Coverages Information to Lien Holder




 
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Securities and investment advice offered through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc., 226 W. Eldorado St., Decatur, IL 62522. 217-425-6340.
Tomei Insurance Agency is not affiliated with Investment Planners, Inc. or IPI Wealth Management, Inc.
Insuring: Gurnee, Waukegan, Zion, Mundelein, Libertyville, Grayslake, Antioch, Ingleside, Round Lake, Round Lake Park, Round Lake Beach, Beach Park, and Great Lakes, Illinois as well as Kenosha, Racine and Pleasant Prairie, Wisconsin. Along with other counties in Lake County, IL and we're just a short 40 miles north of downtown Chicago.
 Check the background of this firm on FINRA’s 
 BrokerCheck<http://brokercheck.finra.org/Firm/Summary/18557>.
Check the background of this investment professional on FINRA’s
BrokerCheck<http://brokercheck.finra.org>.
 
223 N. IL Route 21 (at Washington St) | Gurnee, IL 60031
Toll Free: (877) 336-8595 | Local: (847) 336-8595 | Fax: (847) 336-6598 |Email Us
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