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User Guides

OpenInsure serves six distinct user roles, each with a dedicated portal and workflow. These guides help you get the most out of each experience.

Policyholder Portal​

View your policy, file claims, pay premiums, download your ID card and certificates. Get started →

Producer Portal​

Submit new business, manage renewals, track commissions, issue certificates of insurance. Get started →

Underwriting Workbench​

Review submissions, set terms, bind policies, issue endorsements, manage the UW queue. Get started →

Claims Adjuster​

Manage the full claims lifecycle from FNOL through reserve management to settlement. Get started →

Finance Portal​

View the TigerBeetle ledger, AR aging, statutory reports, and reconciliation. Get started →

Compliance Portal​

Monitor producer licenses, track state filings, and manage regulatory deadlines. Get started →

Signing In​

All portals use the same authentication system. You can sign in with:

  • Microsoft SSO — your @mhcmga.com or @openinsure.dev account
  • Email + password — your registered email and the password set during onboarding

After signing in, you are redirected to your role's home dashboard. If you have access to multiple roles, use the portal switcher in the top navigation.

Getting Help​