Client Services

Everything current clients need — in one place.

Report a claim, pay a bill, grab a certificate, refer a colleague or send us feedback. If you need to talk with a person, we're at (866) 279-1252.

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What can we help with today?

Everything current clients need — portal, claims, billing, certificates, forms and risk-management resources — in one place.

First-notice-of-loss for malpractice, property, WC and cyber.

Pay a premium invoice through the client portal billing page.

Certificate of insurance or dec-page copy — issued same day.

Plain-English definitions of the insurance terms on your policy.

Informed-refusal wording, charting steps and when to decline treatment.

Refer another dentist — we’ll thank you both.

Tell us what worked and what didn’t — we read every note.

We're happy to benchmark your program against the current market — no obligation.