What You Need to Know

You can report a claim via e-mail. Please be sure to send us all relevant information about the incident to speed up claims processing.

Here is the information we need:

• Name
• Address
• Name of the Whitley Financial Services employee with whom you normally do business
• Circumstances of the incident
• Date and time of the incident
• List of damages and injuries
• Any other relevant information

Remember to include:

• Your preferred means of communication for contact and follow-up (phone or e-mail)
• Your daytime telephone number
• Your home telephone number
• The e-mail address you want us to use

Send us an e-mail, or call us at:

We will do our very best to ensure that your claim is handled promptly and fairly. Whether you are reporting a claim or just have a question, our staff are only a phone call away and are happy to take your calls.