Client Tools

How can we help?

Whether you need to access a carrier website, download insurance cards, or submit a request for assistance on a claim, our team is here to help.

Can’t find what you’re looking for?

Give us a call 786-388-0030.

Submit A Request

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Forms

The following forms allow us to help you quickly solve service changes and billing issues with your insurance carriers. Please find the correct form below, fill it out, and send it to us at your earliest convenience for timely service.

 

Click the buttons to download each form.

Access Your Carriers

Your insurance carriers are just a click away. Locate your carrier below and access their portal. Once you log in, you’ll be able to find healthcare providers, download digital insurance cards, and more.

Need help finding a provider? Please log in to your employee benefits portal. You can find the provider links and instructions under the documents tab.

Additional Tools

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Refer A Friend

Know someone who is looking to change insurance agents or isn’t happy with their current service?

Refer a friend to Financial Designs!

Your referrals help our business continue to grow and thrive!

Plus, earn great rewards for your referrals!

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Submit A Claim

Submit A Claim

Bypass calling our office and fill out your insurance claim service request online! Simply fill out the form below, include as much information as possible, and a member of our claims team will begin to resolve your issues upon receiving the form. We look forward to working with you very soon.

Is this claim for an upcoming surgery or urgent medication?
Submit A Service Request

Submit A Service Request

Bypass calling our office and fill out your insurance service request online! Simply fill out the form below, include as much information as possible, and a member of our service team will work on your service request upon receiving the form. You will have an update on your service request within 24-48 hours. We look forward to working with you very soon.

Types of service requests include: incorrect invoice, request a new ID card, request help finding a provider, etc.

Employee Enrollment Form

Employee Enrollment Form

Prior to filling out this form, please note:

If you are an individual making changes to your plan, you MUST also notify your employer. We will not be able to proceed unless your employer is also notified of the changes.

Gender *
All Lines of Coverage
Medical
Gap
Vision
Dental
STD
LTD
Life
AD&D
Do you have a dependent to add?

> Dependent Coverage
Gender
All Lines of Coverage
Medical
Gap
Vision
Dental
STD
LTD
Life
AD&D
Do you have a second dependent to add?

> Dependent Coverage
Gender
All Lines of Coverage
Medical
Gap
Vision
Dental
STD
LTD
Life
AD&D
Do you have a third dependent to add?

> Dependent Coverage
Gender
All Lines of Coverage
Medical
Gap
Vision
Dental
STD
LTD
Life
AD&D

**Primary care physicians only required if coverage is through Neighborhood Health and BCBS**

Employee Adjustment / Termination Form

Employee Adjustment / Termination Form

Prior to filling out this form, please note:

If you are an individual making changes to your plan, you MUST also notify your employer. We will not be able to proceed unless your employer is also notified of the changes.


Dependent Coverage
All Lines of Coverage
Medical
Gap
Vision
Dental
STD
LTD
Life
AD&D