Frequently asked questions

Enter your email address and date of birth. If the information matches our records, we’ll email you a secure link to access the portal. You don’t need a password.

The secure link can only be used once and is valid for 60 minutes after it is sent. The next time you want to log in, simply enter your email address and date of birth again to request a new link

No. You cannot create a new account through the Client Portal. The portal is available to existing clients whose email address is already associated with an account in our system.

If the email address you enter is not associated with an existing account, you will not be able to access the portal.

First, check your junk or spam folder. If it’s not there, double-check that you entered the email address and date of birth we have on file. If you’re still having trouble, give us a call and we’ll be happy to help.

Yes. Select Request a New Quote from the Request a Quote section and tell us about your upcoming trip and any other information that may help us prepare your quote. The portal supports quote requests using contact information and an open-text field for additional details.

An advisor will then give you a call to complete the quoting process with you.

Yes. For policies purchased through our current system, your available policy documents can be viewed and downloaded directly from your policy page.

Documents for older policies purchased through our legacy system are not available for download through the portal.

Yes. Your policy confirmation can be used as your tax receipt. If the policy documents are available in the Client Portal, you can download your policy confirmation there.

You can still view details for older policies in the Client Portal, but documents for policies purchased through our legacy system are not available for download.

If you need a copy of an older policy document or confirmation, give us a call and we’ll be happy to provide it for you.

We accept Visa and Mastercard for purchases made through the Client Portal.

Yes. You can view your policy details and transaction history through the Client Portal, including policies purchased through our current and legacy systems.

What if my health has changed since I received my quote?

 If your health has changed since you received your quote, please call us before purchasing your insurance. We can review the change with you and explain whether it affects your quote or the coverage available to you.

It’s important to make sure you qualify for the insurance you purchase and that the medical information you provide is accurate and complete. Purchasing coverage you are not eligible for, or failing to provide required medical information, may affect coverage or a future claim.

Recommended by [Advisor Name] means your advisor selected this as the option most likely to meet your needs, typically based on what you discussed together.

You may also see other quotes that offer different coverage or options. You can purchase any available quote, but if you’re unsure which one is right for you, give us a call and we’ll be happy to help.

Your quote may have expired or may no longer be current. This can happen if some time has passed, your departure date has passed, or rates have changed since your quote was prepared. Expired quotes can no longer be purchased through the portal.

Not yet. Self-serve quoting is not currently available in the Client Portal. You can request a new quote through the portal, but an advisor will call you to complete the quoting process over the phone.

Once your quote is ready, you can review eligible quotes and complete your purchase through the portal.

Don’t worry. If an error prevents your purchase from being completed, we’ll look into it and get back to you.

If your purchase is time-sensitive, please give us a call and we’ll be happy to help you complete it.