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.
Carrier tools
We will get you to the right place
Carrier portals, directories and forms change often. Rather than send you to a link that may be out of date, tell us what you need and we will give you the current route — or handle it for you.
ID cards and member portal access
Most carriers can issue a digital ID card straight away. Tell us your carrier and we will send you the current portal link, or get the card issued for you.
Finding an in-network provider
We will check the current network for your plan before you book, so you are not relying on a directory that has fallen behind.
Claims and billing questions
Send us the explanation of benefits or the bill and we will work it through with the carrier and explain what it means.
Adding or removing an employee
We walk you through the carrier's process and the documentation required. Mid-year changes are subject to plan rules and carrier approval.
Enrollment and renewal support
Employee questions, enrollment meetings and renewal planning are handled by the same team you already work with.
Still stuck? Talk to a person.
Available Monday through Friday. Please call ahead before visiting the office. If we miss you, send a message and we will pick it up on the next business day.