Making an Insurance Claim

Insurance is a promise, a promise to get you back to where you were before something sudden and unforeseeable happened. When claims happen, the brokers at Excel & Y are here to help you during the claims process. Insurance claims can be a difficult and stressful process so at Excel & Y we want you to have the peace of mind in knowing your broker has heard you and is doing everything they can to make the claims process easier. You can expect more from your broker during the claims process!

Here are the steps to submitting a claim:

  • Gather details about the event — Take photos, gather information from other parties, have your receipts, event dates and times, where the event took place, and anything missing, lost, or damaged
  • Call your broker — We are here to help you through your claims process and to counsel you to determine if it is worthwhile to make a claim at all!  We are your advocate and will work with you and your insurer to ensure your claim is resolved as quickly and smoothly as possible. We will submit your claim to the insurance company on your behalf. You may choose to go directly to the insurer to make your claim if you like, but please also let us know.
  • Follow your claim — The insurer will open your claims, assign an adjuster who will work with you to determine the value of your claim, the potential settlement and any repairs that may be required.
  • Ensure you’re satisfied — If your claim is not settled satisfactorily, we are here to help ease communications between you and the insurer to find the best solution for settlement.

To submit a claim, call your broker directly, or our office at 403-253-1980 during office hours Monday to Friday, 9:00 am – 5:00 pm.

Or, submit a claim through this form and your broker will get back to you as soon as possible!

Emergency Claims Services

To submit a claim, call your broker directly,
or our office.


Monday to Friday, 9:00 am to 5:00 pm

Claims Form