OneagencyOS Portal

About OneagencyOS Portal

OneagencyOS Portal connects insurance clients with their participating insurance agency in one secure app. Sign in with the agency ID and portal credentials provided by your agency. Access must be enabled on your client file.

YOUR AGENCY, YOUR INFORMATION
See your agency’s branding and contact information, policy details on file, and documents your agency has shared with you. Available information and documents depend on your agency’s portal settings.

SECURE AGENCY MESSAGING
Send messages to your agency and view staff replies in a conversation linked to your client file. Messages and request updates refresh while the app is open and connected. Background push notifications and file attachments are not included in this version.

SERVICE REQUESTS
Send policy-service, claim-related, and other insurance requests, then follow their status in the app. Your agency may use AI-assisted classification to suggest a request category and route it to staff. Agency staff review and manage requests.

IMPORTANT
Sending a message or request does not bind, change, cancel, or confirm insurance coverage and does not constitute a carrier claim submission or claim decision. Contact your agency or carrier directly for urgent assistance. Information shown is supplied by your agency; your policy documents and carrier govern coverage.

This app requires a participating OneagencyOS agency and an active client portal account. Contact your agency if you need access.