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Troubleshooting Your Insurance Credit Request

If you run into issues while requesting insurance credits, you’re not alone. Below are common scenarios homeowners encounter and how to move forward.

Dan Zlotnick avatar
Written by Dan Zlotnick
Updated this week

I haven’t heard back from my broker

What’s happening:
Brokers are often managing many policies and may not respond immediately—especially if underwriting review is required.

What to do:

  • Wait about one week after sending the email

  • If you haven’t heard back, follow up or call your broker directly

  • Use the Rafter phone script if helpful

Rafter can help you draft a simple follow-up message or prepare for the call.


My broker asked for documentation I don’t have

What’s happening:
Carriers may request invoices, photos, or certificates that homeowners don’t always have readily available—especially for older installations.

What to do:

  • Share what you do have (photos, approximate install dates, service records)

  • Ask your broker what alternatives are acceptable

  • Reach out to Rafter for guidance on substitutes or next best steps

In many cases, partial or alternative documentation is sufficient.


My broker’s response is confusing or full of insurance jargon

What’s happening:
Underwriting and carrier language can be technical and unclear.

What to do:

  • Send the response to Rafter

  • We’ll help translate it into plain language

  • We’ll clarify what action (if any) is required from you

You don’t need to interpret it alone.


The broker says a credit doesn’t apply

What’s happening:
Some credits are carrier-specific, policy-specific, or require certain thresholds.

What to do:

  • Ask whether similar credits exist under a different category

  • Ask if documentation or clarification could change eligibility

  • Ask if there are other credits you may qualify for instead

Rafter can help identify alternative opportunities.


The broker says I need to install something new

What’s happening:
Some credits require specific devices or upgrades.

What to do:

  • Ask what exactly is required for eligibility

  • Confirm whether the credit is worth pursuing

  • Reach out to Rafter to help you evaluate the tradeoffs

There is no obligation to install anything.


My broker says they’ll “look into it” but nothing happens

What’s happening:
Requests may stall without a clear next step.

What to do:

  • Ask when you should expect an update

  • Follow up after a few business days

  • Call if email follow-ups aren’t moving things forward

Rafter can help you structure a polite but effective nudge.


I’m not sure whether it’s worth the effort

What’s happening:
It can be unclear how much impact credits will have.

What to do:

  • Ask your broker whether the credit meaningfully affects your premium

  • Ask if credits apply immediately or at renewal

  • Reach out to Rafter to help assess whether it’s worth continuing

Even small credits can add up over time.


I’m worried this could affect my policy

What’s happening:
This is a common concern—but an unnecessary one.

What to know:

  • There is no harm or penalty for asking about credits

  • Carriers benefit from accurate risk information

  • Requesting a review does not reduce coverage or trigger penalties


When to Reach Out to Rafter

You should reach out to Rafter if:

  • You’re unsure how to respond to your broker

  • You’re missing documentation

  • The process feels stalled

  • You want help evaluating next steps

We’re here to support you behind the scenes and help you move forward with confidence.

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