COVID-19 Updates

Thank you for your continued business and support during this challenging period. Our office will continue to be open to serve clients from 9am – 5pm. While we are open to the public, we still encourage our customers to reach us remotely via phone or email to ensure we can continue to keep our staff, clients and community safe. We look forward to seeing you soon.

Forms & Downloads

  Health Insurance


Colonial Medical Overview

Premier Health

Claim Forms

Medical Claim Form

Dental Claim Form

Vision Claim Form

Benefit Guides and Schedules

PremierHealth Medical Schedule of Benefits

PremierHealth Dental/Vision Schedule of Benefits

SHIC Plus Medical Schedule of Benefits

SHIC Medical Schedule of Benefits

PremierHealth Overseas Care Info Sheet

SHIC Overseas Care Info Sheet

Information Change Request

Proposal and Enrollment Forms

Group Health Request for Proposal

Group Health Insurance Application (Part 1)

Employee Health Insurance Enrollment Form (SHIC)

Employee Health Insurance Enrollment Form

Employee Health Insurance Change Request

  Personal Insurance

Brochures & Policy

Personal Insurance Brochure

HomeOptions Policy Wording

Proposal Forms

CondoOptions Proposal Form

HomeOptions Proposal Form

HomeOptions Household Contents Checklist

RoadUser Private Motor Car Proposal Form

RoadUser Motorcycle Proposal Form

RoadUser Additional Driver Proposal Form

RoadUser Health Questionnaire

RoadUser Change of Coverage Form

Marine Insurance Proposal Form

Claim Forms

HomeOptions Property Claim Form

RoadUser Accident Claim Form

RoadUser Third Party Claim Form

  Business Insurance

Brochures & Policy

Business Insurance Brochure

Proposal Forms

BusinessOptions Proposal Form

OfficeOptions Proposal Form

RoadUser Commercial Vehicle Proposal Form

Contractor's Insurance Proposal Form

  Life Insurance

LifeChoices Change of Details Form

Investment Performance


Investment Performance

Remote Certification Guidelines

Wire Transfer Instructions (Non Local Payments)