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How do I contact customer support?

Matthew Crocker

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At Crocker Financial, we pride ourselves on being accessible and responsive to our clients' needs. We offer multiple communication channels to ensure you can reach us in whatever way is most convenient for you.

Direct Contact Options:

  • Phone Support
    • Main Office: (330) 406-5566
    • Hours: Monday-Friday, 9:00 AM - 5:00 PM ET
    • After-Hours: Urgent message service available 24/7
    • Call Features: Direct access to your advisor or service team
  • Email Support
    • General Inquiries: info@crockerfinancial.online
    • Client Service: service@crockerfinancial.online
    • Claims Support: claims@crockerfinancial.online
    • Response Time: Within one business day, often much sooner
  • Secure Client Portal
    • Website: crockerfinancial.online/client-login
    • Features: Secure messaging, document sharing, appointment scheduling
    • Availability: 24/7 access
    • Mobile App: Available for iOS and Android devices
  • In-Person Support
    • Office Address: 123 Main Street, Kent, OH 44240
    • Appointment Hours: Monday-Friday, 9:00 AM - 5:00 PM ET
    • Evening Appointments: Available by request
    • Scheduling: Online booking available through our website

Support by Request Type:

Request TypeRecommended Contact MethodExpected Response Time
General QuestionsEmail or Client PortalSame business day
Policy ChangesPhone or Scheduled AppointmentSame business day
Claims AssistancePhone (priority handling)Immediate during business hours
Document RequestsClient Portal or Email1-2 business days
Billing/Payment IssuesPhone or EmailSame business day
Urgent MattersPhone (including after-hours)Priority handling

What to Expect When You Contact Us:

  • Phone Calls: Answered by a real person during business hours, not an automated system
  • Emails: Confirmation receipt sent immediately, with full response within one business day
  • Portal Messages: Notification when your message is read and when a response is posted
  • In-Person: Comfortable meeting environment with privacy for sensitive discussions

For Carrier-Specific Service Needs:

While we encourage you to contact us first for most needs, direct carrier contact information is available in your policy documents and through our client portal. We maintain a comprehensive directory of carrier service contacts for your convenience.

Our commitment is to provide responsive, personalized support for all your insurance and financial planning needs. Whether you have a quick question or need comprehensive assistance, we're here to help through whatever communication channel works best for you.

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Matthew Crocker

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