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.
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.
Transamerica (Amwins)
Additional Tools
Don’t have access to your HR
Support Center? Call us for more information.
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!
