SKIP THE WAIT —
START WITH AN INTAKE FORM
We have moved away from scheduled appointments and toward something faster for you: a short intake form built for your business and coverage. It works on your schedule, on any device, at any hour — and it routes straight to our team, so the first time we talk we are already working on your actual coverage instead of gathering the basics.
Prefer to talk it through? Call or text (412) 212-2800 — we answer real people.
WHY WE MADE THIS CHANGE
We will be upfront with you. Appointments took real staffing to run, and about half of them ended in a cancellation — or an empty line when we called at the scheduled time. Every one of those slots pulled a licensed team member away from the work that actually moves coverage forward.
We also noticed a clear pattern: the conversations that genuinely helped someone — the ones that ended in real coverage — happened after an intake form was completed, not before. The form is where the details underwriters need actually live, so that is where the real progress starts.
So we start there now. Complete the form, and your first conversation with us is already a productive one — with the same team, minus the wait.
WHAT DID YOU COME HERE TO DO?
Tap the one that fits, and we will send you straight to the fastest next step.
THREE STEPS TO A REAL ANSWER
No slots to book, nothing to reschedule. Here is the whole path.
PICK YOUR FORM
Open the intake forms page and choose the one that matches your business or the coverage you need. Each form asks only for what underwriters actually use.
SEND THE DETAILS
Fill it out on your own time, on any device. It goes straight to our team the moment you submit — no phone tag, no waiting room.
WE GET TO WORK
We review your details, approach the right markets, and come back to you with options. When we talk, we are already on your coverage — not starting from scratch.
A FORM BEATS A CALENDAR SLOT
The intake-first approach was built around your time, not ours.
ALWAYS OPEN
Start at midnight or on a lunch break. There is no window to catch and no slot to wait for.
NOTHING TO RESCHEDULE
Plans change. A form does not care — submit whenever you are ready and pick back up any time.
FASTER TO A QUOTE
We get the specifics up front, so we can approach markets immediately instead of spending the first call gathering basics.
STILL A REAL TEAM
A form starts it; people finish it. You still get a licensed team member working your account, reachable by phone or text.
QUESTIONS ABOUT GETTING STARTED
Appointments required dedicated staffing, and roughly half ended in a cancellation or no-answer when we called at the scheduled time. We also found that the conversations that actually moved coverage forward happened after an intake form was completed — that is where the details underwriters need live. Starting with the form removes the empty slots and makes your first real conversation a productive one.
Start with the intake form that matches your business or coverage type. It captures the details underwriters need, routes straight to our team, and lets us come back to you with real options rather than a scheduled call. You can complete it any time, on any device.
A form works on your schedule instead of ours. There is no waiting for an open slot, no phone tag, and nothing to reschedule. You give us the specifics up front, so the first time we talk we are already working on your actual coverage rather than gathering basics.
You can reach our team directly through the contact page or by calling or texting (412) 212-2800. If your question is quick, that is often the fastest path; if you are ready to move on coverage, the intake form gets you there sooner.
Existing clients can use the client portal for certificates and account items, or contact the team directly. You do not need to start a new intake form for service on a policy you already hold with us.
The intake forms page lists them by business type and coverage need. Pick the closest match and submit; if none fits exactly, choose the nearest one or contact us and we will point you to the right starting place.
The availability of coverage and eligibility for coverage can depend on numerous factors. We cannot guarantee that all customers, individuals, and businesses looking for coverage will be successful in these efforts when contacting our team. All policy coverages and terms need to be fully reviewed by the respective consumer to ensure the coverage asked for is what is specifically being quoted or provided by any insurance policy. Insurance Policies, Coverage Changes, and their terms and conditions are not bound or altered until written confirmation is provided by one of our licensed team members or underwriters. This page does not offer legal advice, legal opinions, or policy interpretations. Rather, this page is meant as a resource to help provide customers and insurance consumers with additional considerations that may help in their insurance buying or pursuit of insurance information. Kelly Insurance Group does not employ or direct attorneys.