A Service Portal for Clients of the Insurance Smith
Tell us What you need.
We'll route it to the right person.
Service My Policy is the simplest way for our clients to request changes, ask questions, or follow up on a policy. Choose your service area, share a few details, and your message goes straight to the team member who handles it.
For emergencies or claims that require immediate carrier reporting, please contact your carrier directly. Carrier contacts →
Property & Casualty
Home, auto, umbrella, renters
Life & Annuity
Coverage reviews, beneficiaries, service
Commercial
Business insurance, COIs, audits
Financial planning
Intro to The Retirement Smith LLC
How it works
Three simple steps.
01
Choose your service area
Pick the category that fits — property & casualty, life & annuity, commercial, or a financial planning introduction.
02
Share a few details
Tell us the request type, who the policy is for, how to reach you, and how urgent it is. Keep sensitive info out — see the notice on the form.
03
The right person follows up
Your request is sent directly to the staff member who handles that area. We typically respond within one business day.
Service areas
What we handle here.
Anything related to your existing coverage or a new question for our team. If you’re not sure where your request fits, choose your best guess — we’ll route it internally.
Property & Casualty
Home, auto, renters, umbrella, watercraft, motorcycle, and personal articles. Coverage questions, ID cards, mortgagee changes, vehicle adds and removes, and renewal reviews.
Routes to your P&C service team
Life Insurance & Annuity
Beneficiary updates, policy reviews, premium and billing questions, address changes, in-force illustrations, and general service on existing life and annuity contracts.
Routes to your life & annuity service team
Commercial Insurance
Certificates of insurance, additional insureds, payroll and class-code updates, vehicle and driver changes, audits, and renewal questions for your business policies.
Routes to your commercial service team
Financial Planning Introduction
If you’d like an introduction to The Retirement Smith LLC, our affiliated registered investment adviser in Virginia, request a brief call. No obligation, no investment advice provided through this form.
Routes to The Retirement Smith intake
Service Request
Start your request.
It takes about a minute. Your message will open in your email program, pre-addressed to the right team member, so you can review and send.
Please keep sensitive information out of this form. Do not include Social Security numbers, full account or policy numbers, payment card or bank account numbers, driver’s license numbers, dates of birth, or medical or health details. A team member will follow up through a secure channel if any of that information is needed.
Your request will go to Financial Planning Introduction — The Retirement Smith LLC at support@theretirementsmith.com.
When you press the button above, your default email program will open a pre-filled message addressed to the right team member. Review it, attach anything you’d like (avoiding sensitive info), and send. If your device doesn’t open an email program, use the contact info below to reach us directly.
An affiliated firm
The Retirement Smith LLC
The Retirement Smith LLC is a separate, affiliated sister company and a registered investment adviser in the Commonwealth of Virginia. It offers financial planning and investment advisory services to individuals and families considering retirement, transitions, or long-horizon planning.
The Insurance Smith and The Retirement Smith LLC are separate companies. Insurance products and investment advisory services are separate services and are not the same. Choosing to work with one firm does not require working with the other.
If you would like a brief, no-pressure introduction, you can request one through the form above — choose Financial Planning Introduction. No investment advice is offered through this website, and nothing here is an offer to sell or a solicitation to buy any security or advisory service.
At a glance
Entity
The Retirement Smith LLC
Type
Registered Investment Adviser
Jurisdiction
Commonwealth of Virginia
Relationship
Affiliated sister company of The Insurance Smith
Services
Financial planning & investment advisory
Registration as an investment adviser does not imply a certain level of skill or training, and no inference to the contrary should be made.
If the form doesn't work for you
Other ways to reach us.
Send a brief message to our general service inbox and we’ll route it internally.
Monitored for property & casualty service requests.
Emergencies & claims
For emergencies or claims that require immediate carrier reporting, please contact your carrier directly using the claims number on your ID card or policy declarations.
Service My Policy
A client service portal of The Insurance Smith.
Important information & disclosures
Service requests do not change coverage. Submitting a request through this site does not bind, change, add to, or cancel any insurance coverage. Any coverage change is effective only when confirmed in writing by the agency or the issuing carrier. Quotes, illustrations, and policy descriptions are summaries and are subject to the terms, conditions, exclusions, and limits of the actual policy and the carrier’s underwriting.
Not for emergencies or time-critical claims. This site is not monitored at all hours and should not be used to report emergencies, losses, or claims that require immediate carrier notice. Please contact your carrier directly using the claims number on your ID card or policy declarations.
Privacy of sensitive information. Please do not transmit Social Security numbers, full account or policy numbers, payment card information, driver’s license numbers, dates of birth, or medical or health details through this form or by ordinary email. A team member will follow up through a secure channel when sensitive information is required.
The Retirement Smith LLC. The Retirement Smith LLC is a separate, affiliated sister company of The Insurance Smith and is registered as an investment adviser in the Commonwealth of Virginia. Insurance services offered through The Insurance Smith and investment advisory services offered through The Retirement Smith LLC are separate services and are not the same. Information on this website is provided for general informational purposes only and is not investment, tax, or legal advice, an offer to sell, or a solicitation to buy any security or advisory service. Registration as an investment adviser does not imply any particular level of skill or training. Advisory services are offered only to residents of jurisdictions where the firm is properly registered or exempt from registration.
No testimonials or guarantees. Nothing on this site constitutes a testimonial, endorsement, or guarantee of future results. Any examples are general in nature.
© 2026 The Insurance Smith. All rights reserved.
Service My Policy is operated by The Insurance Smith for the convenience of its clients.