The start of the school year is the perfect time to review your auto and home insurance policies

Where can I find my proof of auto insurance?

Your proof of auto insurance is usually on your insurance certificate. You should always keep it in your vehicle so it’s available if you need to present it.

You can also access some of your insurance documents in My Client Space.

When do you need to show proof of auto insurance?

• After an accident
• When going through certain procedures related to your vehicle, primarily those involving financing
• When you have to fill out a joint report
• When the police issue a ticket

What is the difference between an insurance policy, a certificate and proof of insurance?

What insurance documents should you keep?

Having the right documents on hand can save you time when something changes or when you need to file a claim.

You should keep:

• Your in-force insurance policy
• Your insurance certificate
• Contact information for your insurer
• Your roadside assistance card, if applicable
• Any documents related to recent claims

How can I get a copy of my documents quickly?

If you need to view or download a document, the quickest way is usually to use My Client Space.

Depending on your coverage and the available services, you may be able to:

• Consult certain insurance documents
• Download documents as needed
• Change your personal information
• Change your address
• Update your payment methods
• Access your roadside assistance card
• And more!

What are the best ways to keep your insurance documents organized?

There are a few things you can do to make it easier to find the information you need quickly:

• Keep a digital copy—digital documents are easier to find quickly and you’re less likely to lose them
• Sort through and clean up your documents every year
• Keep all your documents in the same place
• Download your insurance certificate from My Client Space

You can keep them:

• In a binder
• In a home safe
• In a secure digital folder
• In an online client platform

What do I do with my documents when I’m filing a claim?

In the event of a claim, your insurance policy number is the most important piece of information to have on hand. It allows us to quickly identify your account and helps us process your claim more efficiently. With your insurance documents at hand, you’ll also be able to review your coverage and find the information you need to complete your paperwork.

The start of the school year is a good time to take stock of your insurance documents. Whether they’re in paper or digital format, the important thing is to know where to find them quickly when you need them. If you take a few minutes to organize them today, you could save yourself a lot of searching tomorrow.

FAQ

Where do I find my auto insurance policy number?

Your policy number appears on your insurance certificate, your insurance policy and in My Client Space.

How do I get a copy of my insurance policy?

Log into My Client Space or contact your insurer for a copy of your policy.

Where can I find my auto insurance certificate?

Your insurance certificate is provided to you when your policy is issued or renewed.

Can I consult my insurance documents online?

Yes. Some documents can be accessed or downloaded in My Client Space.

What documents should you hold onto after filing a claim?

Save your case number, any correspondence you receive and any documents related to the claim.

What should I do if I’ve lost my insurance certificate?

Contact your insurer or log into My Client Space for a new copy.