Why did O’Connor Insurance upgrade the client portal?
Do I need to create a new login?
Where do I access the new client portal?
I didn’t receive my verification email—what do I do?
What are the password requirements?
What should I do if I get an error creating my login?
What can I do inside the new portal?
I only see my personal account—how do I access my business account?
Why don’t I see billing information in the portal?
My certificate template isn’t showing—what should I do?
Is there a mobile application?
Will new features be added later?
Who do I contact if I need help?
Why did O’Connor Insurance upgrade the client portal?
We launched a new client management platform to improve speed, reliability, and long-term functionality.
The new portal connects directly to this upgraded system, allowing us to automate more processes, provide faster service, and roll out additional features in future phases.
Do I need to create a new login?
Yes.
Because this is a brand-new system, all users must create new login credentials, even if you used the previous portal.
We provide two guides to help you:
- Guide #1: How to Create Your Credentials
- Guide #2: How to Issue a Certificate of Insurance
- Which email should I use to create my account?
Use the email address you currently use with OIA.
Important:
- If you have business and personal insurance with OIA and use two different emails, you must register using your personal email.
- Once registered, you’ll be able to toggle between business and personal accounts with one login.
If you get an error or aren’t sure which email we have on file, email team@oianc.com.
Where do I access the new client portal?
Click here: Access the New Client Portal
I didn’t receive my verification email—what do I do?
First, check your spam/junk folder.
If you still don’t see it, email and tell us which email address we should use for you.
What are the password requirements?
Your password must:
- Be at least 8 characters
- Include letters and numbers
- Not contain the word “password”
What should I do if I get an error creating my login?
Send an email to team@oianc.com with:
- Your name
- The email address you want us to activate
- A screenshot of the error, if possible
We’ll correct your account on our side.
What can I do inside the new portal?
The following self-service actions are available at any time:
- Issue Certificates of Insurance (COIs)
- Generate Auto ID Cards
- Submit claims
- Request policy changes
- Upload documents securely to your OIA team
I only see my personal account—how do I access my business account?
If you have business AND personal insurance:
- You must register using your personal email
- Once logged in, you can toggle between the two accounts
If the business account is not appearing, email team@oianc.com so we can link them.
Why don’t I see billing information in the portal?
Most clients are billed directly by their insurance carrier, so billing does not appear in your OIA portal.
Need your carrier’s billing portal?
- Click here for Carrier Billing Links
- Check your policy documents for the billing link
- Or email/call us and we’ll point you to the right place
My certificate template isn’t showing—what should I do?
Email business@oianc.com.
We will:
- Create or correct your master template
- Add special wording or endorsements if required
- Walk you through issuing COIs
Is there a mobile application?
No, at this time there is not a mobile application for the client portal but it is mobile friendly and you are able to access it from your mobile device.
How do I reset my password?
On the login screen:
- Select Existing user
- Click Forgot my password
- Follow the reset instructions sent to your email
- I’m a business client—how do I issue a Certificate of Insurance (COI)?
Follow these steps:
- Log into the portal
- Click Business Client Servicing
- If applicable, switch to the correct business account in the top right
- Select Certificates from the left menu
- Use the Certificate Master Template dropdown to select the correct template
- Click New to enter a new certificate holder (separate instructions apply if sending your certificate to an existing holder that has received your COI in the past)
- Complete the Certificate Holder Details
- Certificate holder’s full name and mailing address
- Certificate holder’s email address
- Under Distribution Preference, choose Email
→ Important: If Email is not selected, renewal COIs will NOT send automatically - Click Save
- Click Generate PDF to download your certificate
If you don’t see a certificate template, or if you need special wording not already provided on your certificate template, email business@oianc.com or call (704) 510-8884.
Will new features be added later?
Yes. This is Phase One.
Upcoming enhancements include:
- Expanded document access
- Additional automation tools
- More self-service options
We will notify clients as new features roll out.
Who do I contact if I need help?
We’re always here to assist:
📧 team@oianc.com
📞 (704) 510-8884
For COI-specific support:
📧 business@oianc.com
