Already downloaded the app or logged into the portal? Amazing. Here’s a full breakdown of how to make the most of it — and what to do if you hit a snag.
Updated FAQs:
- How do I reset my password?
Just click “Forgot Password” on the login screen and follow the link sent to your email.
- What features are included?
- View your policies anytime
- Download digital pink cards
- Submit claims directly
- Request changes or updates
- Message our team through the app
- Can I still email or call my broker?
Always. The app just adds an extra way to connect on your own time.
- What if I can’t find my documents?
Make sure you’re using the correct email and try refreshing your account view. Still stuck? Give us a call.
- Can I add a partner/spouse?
Yep! Just contact us and we’ll confirm their info and activate access.
- Is this secure?
Yes — in fact, it’s safer than email. You access your documents through a secure portal.
- Can I use both the app and desktop?
Absolutely. Use the mobile app for quick access, or log into the portal from any browser.
- Is this replacing emails completely?
We’re shifting away from attaching sensitive documents to emails — this is safer for you.
- What if I don’t like tech?
We got you. Call us and we’ll help you over the phone or walk you through it in person.
- Still stuck?
Our team is here. Contact us anytime — no question is too small.
