File a Claim


At the Rookis Agency, we understand how confusing it can be to handle the forms providers often require.  Call us for personal guidance in completing your claim form and return it to the Rookis Agency.  Forms are available for download below or we can send a form to you.  Return your completed form to us by email, fax to (205) 595-2241, use the USPS or drop by the office.  We’re here to make this process easier for you.  We want to review your claim form with you to help verify completeness, then mail or fax your form from our office.

Health Screenings and Doctor office visits less than 3 years old can be filed online at or by phone at 1-800-325-4368 


Claim Form Library

Health/Wellness Claim

This PDF should be used for the express filing of health or wellness screening claims that are over a year old.

Doctor’s Office Visit (Medical Bridge)

This PDF should only be used to submit a claim form for a doctor’s office visit if you have a Medical Bridge policy.

Universal Claim Form

This PDF can be used to submit a claim for disability, cancer, accident, and hospital confinement.