Already a client?
Client Services: ID Cards, Payments, Claims and Policy Changes
Here is where to get an ID card, pay a bill, report a claim or change your policy. You can go straight to your insurance company’s own site below, or contact us and we’ll handle it.
Fastest way: call or text the office at (831) 717-8711. Or email [email protected]
Not sure which company insures you? Your carrier’s name is on your declarations page, your ID card or your bill. Or just ask us.
Get an ID card or proof of insurance
Most carriers let you download auto ID cards and policy documents after you log in to your account. Use the Log in / ID cards link for your carrier in the table below. If you need proof of insurance for a lender, escrow, a landlord or the DMV, contact us and we’ll request it from the carrier.
Make a payment
Payments go directly to your insurance company, not to us. Use the Pay link for your carrier below. For billing questions, or if a payment didn’t go through, call or text us at (831) 717-8711.
Report a claim
If anyone is hurt or in danger, call 911 first. Then report the claim to your carrier using the Claims link below, or call us and we’ll walk you through it. Have your policy number, the date and what happened, and photos if you can safely take them.
Carrier service links
| Carrier | Account / ID cards | Payments | Claims |
|---|---|---|---|
| Bamboo | Log in / ID cards | Pay | Claims |
| Cabrillo Coastal | Log in / ID cards | Pay | Claims |
| Chubb | Log in / ID cards | Pay | Claims |
| Heritage | Log in / ID cards | Pay | Claims |
| Mercury | Log in / ID cards | Pay | Claims |
| MSI | Log in / ID cards | Pay | Claims |
| Orchid | Call or text us | Pay | Claims |
| Orion180 | Log in / ID cards | Pay | Claims |
| Solara | Log in / ID cards | Pay | Claims |
| Stand | Log in / ID cards | Pay | Claims |
| Steadily | Log in / ID cards | Pay | Claims |
| Stillwater | Log in / ID cards | Pay | Claims |
| Travelers | Log in / ID cards | Pay | Claims |
| Vault | Call or text us | Pay | Claims |
Links open each carrier’s own website, which we don’t control. We checked that each link loaded on Nov. 4, 2026. If your carrier isn’t listed here, or your policy is through a surplus lines carrier or Lloyd’s, call or text us at (831) 717-8711 and we’ll get you the right claim line or document. Carrier names are trademarks of their owners and are listed only to help you reach them.
Change your policy
For a new car or driver, a move, a refinance, or a change to a lender or mortgagee, call or text us, or email the details to [email protected] We’ll make the change with the carrier and confirm it in writing. A change isn’t in effect until the carrier or we confirm it in writing.
Certificates of insurance and lender documents
For a certificate of insurance (COI) for a job, or evidence of insurance for a lender or escrow, send the requester’s name and address and any required wording. You can email it, or upload the request as a PDF or photo.
Annual coverage review
Once a year, or after a big change such as a remodel, a new home or a new driver, we can go over your limits and deductibles with you and check whether other carriers have options to compare. There’s no charge for a review. Call or text (831) 717-8711 to set a time.
The Jeremy Carter Insurance Agency · 327 7th Ave, Carmel-by-the-Sea, CA 93921 · Office (831) 717-8711
Matt Menke · (831) 224-2141 · [email protected] · We reply same business day.
Coverage descriptions are general summaries. All coverage is subject to the terms, conditions, exclusions and underwriting of the policy issued. Jeremy Carter CA Lic. #4187910 · Matthew Menke CA Lic. #4476998.