Client Tools

How can we help you today?

Quick access to the most common requests — uploads, changes, claims, and forms. Clean, simple, and fast.

Schedule a Call

Book an advisor

Update Policy

Change details

File a Claim

Report & track

Request 1095 Form

Tax document

Leave Review

Share your story
All Client Tools

Pick the action you need.

Every common request — claims, document uploads, policy changes, certificates — handled in one place. Most tasks take less than 60 seconds.

01

File a Claim

Start the process of reporting an insurance claim quickly and securely. We'll get the right info to your carrier and stay with you through resolution.

Start a claim
02

Update My Policy Info

Update contact details, coverage requests, and account information in one place. We'll send confirmation as soon as the change is processed.

Update policy
03

Upload Policy Document

Send us documents securely through our portal — ID cards, declarations pages, certificates, and more. Encrypted from upload to filing.

Upload now
04

Defensive Driver Certificate

Upload your defensive driving certificate so we can apply eligible discounts to your auto policy — typically 5–10% off your premium.

Upload certificate
05

Upload Health Insurance Document

Securely upload health insurance documents — enrollment forms, marketplace verification, qualifying-event proof — so we can review and process them.

Upload health doc
06

Cancellation Request

Need to cancel a policy? Submit the request form so we can process it correctly — and confirm any pro-rata refund or coverage gap before it takes effect.

Submit cancellation
07

Request 1095 Form

Request your 1095-A form for tax purposes. We'll send it securely to your email — usually within one business day of your request.

Request 1095
OnePoint advisor on the phone
Need help fast?

Schedule a call and we'll knock it out together.

Sometimes the fastest path is just to talk to a person. Book a 15-minute slot with a licensed OnePoint advisor and we'll handle the request live — no portals, no follow-up.

Schedule a Call 888-899-8117
Mon–Fri9 AM – 5 PM ET
Avg. responseUnder 2 hours
Avg. claim filed in3 minutes
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Common Questions

Questions clients ask the most.

If you don't see what you need, just give us a call — we're happy to walk you through it.

For after-hours emergencies, call your carrier's 24/7 claims line directly — you can find every carrier's claims number on our carrier directory. Then submit the claim through our portal the next business day so we can advocate for you on the carrier side.
Most uploads (ID cards, declarations, defensive driver certificates) are reviewed and filed within one business day. Health insurance documents and certificate-of-insurance requests can take 1–3 business days depending on the carrier.
Yes — all uploads are encrypted in transit using SSL/TLS and stored in our secure document portal. Only your assigned advisor and OnePoint staff with a need-to-know can access them.
Yes. Submit the cancellation request form and we'll process it with the carrier. Most carriers issue a pro-rata refund for the unused portion. We'll always confirm any coverage gap with you before the cancellation takes effect — never want anyone uninsured by accident.
1095-A forms for the prior tax year are typically issued by the marketplace by mid-February. If you don't have yours by March 1st, request it through this page and we'll pull it from the marketplace and email it to you securely.
Still stuck?

A real person is one click away.

If you can't find what you're looking for or the form isn't quite right, call us or schedule a quick call — we'll handle it for you.

Schedule a Call Call 888-899-8117