Client resources
Existing client? Start here.
Quick answers for plan members and employers, plus the carrier tools you use most.
Common requests
What do you need help with?
I need my insurance ID card
Most carriers issue digital ID cards through their member portal or app. If you cannot access yours, call us and we will help you get it.
I need to find an in-network provider
Provider directories are maintained by the carrier and change often. Always confirm network status with the provider's office before an appointment.
I have a question about a claim
We can help you understand the process and follow up with the carrier. Claim decisions and coverage determinations are made by the carrier under the policy.
I need to add or remove a dependent
Most changes require a qualifying life event and must be made within a limited window. Contact us as soon as the event occurs.
I am a new employee enrolling
Your employer will confirm your eligibility date. We can walk you through the plan options before you choose.
I am an employer with an administrative question
Billing, eligibility reconciliation, terminations and carrier escalations — call the office or send us a message.
Commercial insurance
We will get you to the right place
Certificates, policy documents, claims and audits all come back to us. Carrier portals and forms change often, so rather than send you to a link that may be out of date, tell us what you need and we will give you the current route — or handle it for you.
Certificates of insurance
Tell us who needs the certificate and what the contract requires, and we will issue it and check the wording matches.
Policy documents and declarations pages
Need a copy of a policy, a declarations page or an auto ID card? Tell us the carrier and we will get the current document to you.
Reporting a commercial claim
Send us what happened and we will help you report it to the carrier, then chase the adjuster and explain each step.
Adding a vehicle, location or piece of equipment
We handle the carrier's process so new assets are on the policy before they are put to work. Changes are subject to carrier approval.
Workers' compensation audits and payroll changes
We help with audit paperwork, payroll figures and classification questions so the final premium reflects the work you actually do.
Renewal and billing questions
Invoices, instalment schedules and renewal packages are reviewed by the same team you already work with.
Still stuck? Talk to a person.
Available Monday through Friday. Hours 9–5. If we miss you, leave a message and we will pick it up on the next business day.