Client Resources

Everything you need to manage your coverage, save money, and get the most out of your health insurance.

Managing Your Coverage

Helpful guides to help you understand and get the most out of your health insurance plan.

Finding Your Policy Documents

Your insurance carrier provides digital access to your policy documents, Summary of Benefits, and Evidence of Coverage. Log in to your carrier's member portal to download these anytime.

Understanding Your Benefits

Your plan includes specific coverage for doctor visits, prescriptions, hospital stays, and preventive care. Review your Summary of Benefits and Coverage (SBC) to understand your copays, deductibles, and out-of-pocket maximums.

How to File a Claim

Most claims are filed automatically by your provider. If you need to submit one yourself, log in to your carrier's portal or call the number on your ID card. Keep all receipts and itemized statements for your records.

Open Enrollment Guide

Open Enrollment is the annual window where you can change or renew your health plan. I will reach out before each enrollment period to review your options and make sure you're still in the best plan for your situation.

Getting a New ID Card

Lost or need a new insurance ID card? You can request one through your carrier's member portal or mobile app. Most carriers also offer a digital ID card you can save right on your phone.

Adding or Removing Dependents

Life changes like marriage, birth of a child, or a dependent aging out may require updates to your plan. These qualify as Special Enrollment events. Contact me and I'll walk you through the process.

Cost Saving Tools

These free tools can help you save significantly on medications, medical imaging, and lab work.

In-Network Provider Search

Select your insurance carrier below to search for doctors, specialists, and facilities in your network.

Can't Find What You Need?

If you're having trouble or need assistance with your coverage, submit a help ticket and I'll get back to you quickly.

Go to Help Center

Looking for Additional Coverage?

I also offer dental, vision, life insurance, and supplementary products like critical illness, accident, and hospital indemnity plans. Reach out and I'll help you find the right fit.

Contact Me