At O’Connor Insurance Associates, we’re committed to making your insurance experience simple, efficient, and stress-free.
As part of that commitment, we’ve launched a brand-new client management platform designed to streamline how we serve you and enhance your overall digital experience.
This upgrade allows us to automate more processes behind the scenes and connect with modern, third-party tools that help us deliver faster service and more convenient access to your insurance information.
This blog post walks you through how to set up your new client portal login and what you can expect the first time you sign in.
Why We Updated the Portal
Our new platform is built for improved speed, reliability, and future growth. By connecting the client portal to this upgraded system, we’re able to roll out more functionality and better digital services over time. This is Phase One, with additional enhancements planned in the coming months.
Action Required: Create New Login Credentials
Because this is an all-new system, all users must create new login credentials, even if you used the old portal.
We’ve provided detailed user guides to walk you through the process step-by-step.
👉 User Guide #1: How to Create Your Credentials
👉 User Guide #2: How to Issue a Certificate of Insurance
WARNING – If you are a business and personal insurance client and use DIFFERENT emails for business and personal you will need to use your personal email address to set up the portal.
➡️Access the new Client Portal here
What You Can Do in the New Portal
Once logged in, you can:
- Issue Certificates of Insurance (COIs)
- Generate Auto ID Cards
- Submit claims
- Request policy changes
- Securely upload documents directly to your OIA team
These tools provide faster turnaround times and allow you to access key documents anytime, from any device.
A Note About Billing
Because most of our clients are billed directly by their insurance carriers, billing information will not appear inside the client portal.
You can continue to manage billing directly with your carrier just as you do today.
If you’re unsure where to find your billing portal, your renewal documents include the link—or simply reach out to us and we’ll point you in the right direction.
How to Set Up Your New Portal Account
Follow these simple steps to get started:
1. Visit the Portal Login Page
➡️Access the new Client Portal here
2. Select “New user”
Because this is a brand-new system, all users must register again.
3. Enter Your Contact Information
- Use the same email address you currently use with OIA for the smoothest setup.
- If you are a business and personal insurance client and use DIFFERENT emails for business and personal accounts, you will need to use your personal email address to set up the portal.
- If you have more than one account with us, you will be able to toggle between accounts once your portal has been set up and you only need to create one login.
If you receive any errors regarding setup send an email to and provide us with the email address we should use for you.
4. Verification Email and Password Setup
You will receive a verification email. If you don’t see it, check your spam or junk folder. The email will provide you a link to create your password credentials. If you do not receive the email verifying your account, send an email to .
Password Requirements
- Must be a minimum of 8 characters
- Must include alphanumeric characters (both letters and numbers)
- Cannot contain the word “password”
5. Log In and Explore
Once your login is created, you’ll have access to all features available in Phase One.
6. Forgot Your Password?
Just click on the existing user tab and “forgot my password” to reset it.
How to Create a Certificate of Insurance for Business Insurance Portal Users
One of the most valuable features of our updated client portal is the ability to quickly and easily issue your own Certificates of Insurance (COIs)—anytime, from any device.
Follow these steps to generate a COI:
1. Log in to the Client Portal
Use your new credentials to access your dashboard.
2. Click the Business Client Servicing and choose the business account in the top right.
If you only have one business insured with us, it will default as your selected account.
3. Choose “Certificates” from the Main Menu on the left side of the screen.
Most clients will have a prebuilt template created by our team so you can issue certificates instantly.
4. Use the Certificate Master Template drop down to select the COI to issue
5. Click New to add a new certificate holder not already in the list
To issue certificates for holders that have received your certificate in the past, see separate instructions
6. Enter the Certificate Holder’s Information
Add the business or individual requesting the certificate, including their name, address, email, and any required details.
If multiple recipients are needed for the same holder, enter additional email addresses in the Additional Emails field
7. Set the Certificate Distribution Preference to Email
*NOTE – this field sets the default distribution method for sending renewal certificates. If the Email option is not selected, it will not be sent.
8. Click Save
9. Click Generate PDF to create the certificate for the selected holder.
The pdf will be generated as a downloaded file in your internet browser to save and send to the certificate holder. Tip: use the Preview option to review the certificate before generating it to confirm the details look correct.
Need Help or Don’t See the Template You Need?
If a certificate template is missing—or the certificate holder requires special wording or endorsements not already included on the template—our team is here to help.
Just reach out to business@oianc.com or give us a call at (704) 510-8884.
Looking Ahead: More Enhancements Coming Soon
This is just the beginning.
In the next phases of development, you’ll see additional features that make your insurance experience even easier, including improved document access, expanded automation, and more.
As always, we’re here to help you every step of the way.
If you have any questions or need assistance creating your login, don’t hesitate to reach out to our team at (704) 510-8884 or email team@oianc.com.
Need Help? We’re Here.
Our team is committed to making this transition smooth and simple.
If you ever get stuck or want personalized help setting up your profile, we’re only a phone call or email away. Just reach out to team@oianc.com or give us a call at (704) 510-8884.
