Western Financial Group Complaint Resolution Process
At Western Financial Group we are committed to providing you with an exceptional service experience. Your satisfaction is important to us, and we want to provide you with an opportunity to contact us should you have any concerns.
In order for Western Financial Group to resolve your concerns and complaints, please follow our escalation process below. For faster service, please have the following information ready before you start:
- Your policy number(s)
- The name(s) of any team members you have spoken to
- The details of your concern
Step 1: Contact your Insurance Broker or Service Representative
If you have a concern, speak to your insurance broker, claims adjuster or representative from the department involved. This is likely the fastest way to resolve any issues.
Step 2: Ask to speak with a Team Lead
If your concern is not resolved, you should ask to speak with a team lead. Our Team Leads are committed to responding to you within one business day.
Step 3: Elevate your concern to a Branch Manager
If your concern is not resolved after speaking with the Team Lead, your concern can be elevated to a Branch Manager. Our managers are committed to responding to you within one business day. If the Branch Manager is not able to resolve your concern, you will receive a Branch Position Letter outlining the Branch's final position.
Step 4: Contact the Office of the Ombudsperson
While the Office of the Ombudsperson will make every effort to review each complaint, some matters may fall outside the scope of the office. These include:
- Availability of insurance
- Dispute settlement procedures as required by law or designated regulatory authorities
- Matters that have been, or are before the courts
- Rate increases filed with regulatory authorities