For existing clients

Client Center

Everything you might need after your coverage is in place — in plain language, with a real person behind every request.

Request a policy change

Update an address, change a beneficiary, add or remove someone, ask a billing question, or request a copy of your documents.

Claims are filed with your insurance company. We explain how the process works and help you get to the right place.

Upload a document your advisor has asked for. Files are encrypted, stored privately, and never shown publicly.

Member portals for billing, ID cards, and claims live with your insurance company. Here is how to reach yours.

• We only ask for what we need to help with your request.
• Documents you send are stored privately and are never published or sold.
• We never ask for passwords, and we will not ask for card or bank details by email.
• Please do not send Social Security or Medicare numbers through website messages.

Service questions are often quickest by phone, and you will reach a person who knows your file.

Some older service pages still live on our previous website, including online billing and payments.