Manage Your Policy

Tools and resources for managing your insurance coverage.

Access Your Policy

Most insurance carriers offer online portals where you can view your coverage, download ID cards, check claims, and more.

Carrier Websites

Common Policy Changes

Update Personal Information

Changed your address, phone number, or email? Contact your carrier directly or log into your online account to update your information.

Add or Remove Dependents

Life changes like marriage, birth, or divorce may qualify you for a Special Enrollment Period. Contact us to help you make changes to your coverage.

Change Plans

You can usually only change plans during Open Enrollment (November 1 - January 15) or after a qualifying life event. We can help you explore your options.

Request ID Cards

Most carriers let you download digital ID cards instantly through their mobile app or website. You can also request physical cards by phone.

Renewals

Your plan typically renews automatically each year, but rates and benefits may change. It's a good idea to review your options before each renewal period to make sure you're still getting the best coverage. Contact me if you'd like help comparing plans at renewal time.

Need Help?

Questions about managing your policy? We're here to help.