FAQ’s for Beyond Insurance’s Client Portal on Desktop


We’re proud to launch our new Client Portal and App to make your insurance experience faster, easier, and more secure. Here are some frequently asked questions to help you get started. 

FAQs (10 total) 

  1. How do I log in for the first time? 
    Download the app, enter your email, click “Forgot Password,” and follow the instructions in your email. OR Follow up the prompts in the email sent directly from us 
  1. What can I do in the app/portal? 
    View policy documents, download pink cards, request changes, submit claims, and contact us directly. 
  1. Can I still call or email you? 
    Absolutely! The app is just an extra option for convenience. 
  1. What if I forget my password? 
    Click “Forgot Password” in the app or portal and follow the email reset steps. 
  1. Why can’t I find my documents attached in emails anymore? 
    For security reasons, you’ll now access documents through the secure portal. 
  1. What if I don’t see all my policies? 
    Contact us to confirm your email and ensure everything’s synced correctly. 
  1. Can I add my partner or spouse to the app? 
    Yes! Just make sure we have their email on file, and we’ll help set up access. 
  1. Is there a cost to using the portal or app? 
    Nope—it’s included in your service with Beyond Insurance. 
  1. What devices are supported? 
    The app works on Apple and Android phones. You can also log in via desktop. 
  1. Need help? 
    Reach out to our team anytime—we’re happy to walk you through it. 

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