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Welcome to Advisors Insurance Agency
We're honored you've chosen Advisors Insurance Agency to help protect what matters most. We understand you may have many questions or concerns as you transition to our agency. We plan to make this transition as smooth as possible.
August 18th, 2026
Kathryn Pavia
2 min read
Onboarding Guide
At this point we are finalizing your account and confirming we have all the necessary information. Please be sure to electronically sign and return any policy documents. Also, provide any documentation required to ensure your discounts are in place.
You will be receiving a call from our onboarding specialist. This brief conversation is a great time to bring up any questions or concerns you may have. However, you may find the answers right here!
How to contact our team
Call, text or email (*text is for non-urgent requests)
(864) 509-0009 (call and text)
service@advisorsinsuranceagency.com
How to access your policy information and ID cards
Set up an online profile in the customer portal with your carrier for the fastest access to your policy information
What to do if your life changes
EX: bought/sold a vehicle, made a major purchase (boat, jewelry, golf cart, collectibles), major home renovations, changes in property usage
Create a service request (call or email our service team) to document the change and update your account
How and why to create a service request
When you have requests such as adding/removing a vehicle or driver, obtaining proof of insurance, changing the lienholder on your mortgage, etc.
Call or email our dedicated and licensed service team
(864) 509-0009 service@advisorsinsuranceagency.com
How to file a claim
Contact your carrier directly. You can find that information on our website. Our team is here to assist you, should you need us.
For guidance regarding your claim, please contact your advisor.
How to make a payment or manage your insurance bill
For the fastest and most convenient service, billing and payment requests should be handled directly through your insurance carrier. Most carriers offer several easy self-service options, including:
The carrier’s mobile app
The carrier’s website or online customer portal
The carrier’s automated billing/payment phone line
*Please note, our agency does not process routine insurance payments over the phone. If you have a question about your policy, coverage, or a billing issue that requires our assistance, our team is always happy to help.
We hope you will take some time to explore our website to learn more about our team, the services we provide, what makes Advisors Insurance Agency different than the others, and more! Don't forget to follow us on social media!
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