Individual & Member Portal Guide · 2020. 9. 28. · neie Update O1 information. et ne oe orse it Yor Inir ontt s RY I Log t orse Insrne erson Inortion Personal Information Need Help?

Individual & Member Portal Guide

Disability, Life, BOE, Dental and Vision

https://ryan.seemyinsurance.com

Customer Service: 1.866.809.3899

#8446 0920

1-866-809-3899

Go to Website . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3How to Register . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Personal Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Login & Security Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-8Language Preference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Wallet Section: Change Bank Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Change Your Bank Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19

View Billing/Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17Billing Payment Details: Life & Health Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18

Policy Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14 Life & Health Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-16

Update Personal Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13

Returning Individual/Member Log-In . . . . . . . . . . . . . . . . . . . . . . . 10-11Navigating My Insurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12

Contents

Income Reporting Form: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21

The portal is best viewed using Chrome.

On all pages, you must click the action button (e.g. NEXT, Retrieve) to execute the command. Hitting the ENTER key will not execute the command on any page in the portal.

1

2

7

543

8

6

3

1

1-866-809-3899

Go to Website

https://ryan.seemyinsurance.com

4

1

1-866-809-3899

How to Register

Register

If you are new to the Portal, you will need to register. Start by clicking Register.

O1

5

1Personal InformationThe information on this registration screen must match our records . If you get an error on

this page or you don’t know all the information contact Customer Service for assistance .

* User Type(s)

* First Name

* Last Name

* Date of Birth (mm/dd/yyyy):

* SSN / Government Identifier

Personal Information (* required field)

�� Personal Information �� Preference Information

Register Now

Log In RegisterSubmit Your Inquiry Contact Us

Home

Next Cancel

Log In

Member Identifier/Policy Number

Individual & Member

* User Type(s)

* First Name

* Last Name





Register Now


Home

Next Cancel

Log In


Individual & Member

* User Type(s)

* First Name

* Last Name





Register Now


Home

Next Cancel

Log In


Individual & Member

All information must be exactly what is on file.O2

This field must match your certificate or policy number. Certificate and policy numbers are 10 digits. If you have a shorter number (e.g., 9000999), add zeros to the front to get to ten digits (e.g. 0009000999).

O1

6

1

User ID

First Name

Last Name

Date of Birth (mm/dd/yyyy):

SSN / Government Identifier

Agent Number

Personal Information

Login & Security Information

My Profile

MARY JANE

Current Password

New Password

Confirm Password

Security Image

* Category

* Security Phrase

* Security Question 1



* Please enter displayed security code

* Answer 1

* Answer 2

* Answer 3

What was your childhood nickname?

What is the name of your favorite chil

What is the name of your oldest friend?

Can’t read the code? Click to refresh

Animal

seal

SMITH

06/24/1980

XXX-XX-1234

mjs_123456

Log-In & Security Information (cont.)

User ID

First Name

Last Name



Agent Number



My Profile

MARY JANE

Current Password

New Password

Confirm Password

Security Image

* Category

* Security Phrase





* Answer 1

* Answer 2

* Answer 3





Animal

seal

SMITH

06/24/1980

XXX-XX-1234

mjs_123456

User ID is a mix of 8 to 20 letters, numbers or the underscore ( _ ) character

O1

Password is a mix of 8 to 20 letters, numbers or these special characters! . _ - % ( ) - ? [ ] ` ~ )

O2

7

1

User ID

First Name

Last Name



Agent Number



My Profile

MARY JANE

Current Password

New Password

Confirm Password

Security Image

* Category

* Security Phrase





* Answer 1

* Answer 2

* Answer 3





Animal

seal

SMITH

06/24/1980

XXX-XX-1234

mjs_123456


User ID

First Name

Last Name



Agent Number



My Profile

MARY JANE

Current Password

New Password

Confirm Password

Security Image

* Category

* Security Phrase





* Answer 1

* Answer 2

* Answer 3





Animal

seal

SMITH

06/24/1980

XXX-XX-1234

mjs_123456User ID

First Name

Last Name



Agent Number



My Profile

MARY JANE

Current Password

New Password

Confirm Password

Security Image

* Category

* Security Phrase





* Answer 1

* Answer 2

* Answer 3





Animal

seal

SMITH

06/24/1980

XXX-XX-1234

mjs_123456

User ID

First Name

Last Name



Agent Number



My Profile

MARY JANE

Current Password

New Password

Confirm Password

Security Image

* Category

* Security Phrase





* Answer 1

* Answer 2

* Answer 3





Animal

seal

SMITH

06/24/1980

XXX-XX-1234

mjs_123456

Pick a Category.O1

Pick a photo.O2

Create a Phrase to describe your image.

O3

8

1

User ID

First Name

Last Name



Agent Number



My Profile

MARY JANE

Current Password

New Password

Confirm Password

Security Image

* Category

* Security Phrase





* Answer 1

* Answer 2

* Answer 3





Animal

seal

SMITH

06/24/1980

XXX-XX-1234

mjs_123456


User ID

First Name

Last Name



Agent Number



My Profile

MARY JANE

Current Password

New Password

Confirm Password

Security Image

* Category

* Security Phrase





* Answer 1

* Answer 2

* Answer 3





Animal

seal

SMITH

06/24/1980

XXX-XX-1234

mjs_123456

Select & answer three Security Questions.

O1

User ID

First Name

Last Name



Agent Number



My Profile

MARY JANE

Current Password

New Password

Confirm Password

Security Image

* Category

* Security Phrase





* Answer 1

* Answer 2

* Answer 3





Animal

seal

SMITH

06/24/1980

XXX-XX-1234

mjs_123456

Enter the displayed Security Code.O2

9

1Preference Information


�� Personal Information �� Login & Security Information �� Preference Information

Register Now

Preferred Language

English mm/dd/yyyy

Submit

Preferred Date Format

CancelPrevious



Register Now

Preferred Language

English mm/dd/yyyy

Submit


CancelPrevious

Choose the Language you prefer.

O1



Register Now

Preferred Language

English mm/dd/yyyy

Submit


CancelPrevious

Click Submit to complete your registration.

O2

2

10

1-866-809-3899

Returning Individual/Member Log In

Log In

If you are have already registered, click Log In.

O1

2

11

Returning Individual/Member Log In (cont.)

Member Login

User ID

Register I Forgot Your Password?

mjs123456

NextNext

Enter User ID.O1

Security Image and Caption

Please validate image.If you recognize the chosen image, it is safe to enter your password and login.

Member Login

Password


Previous Login

seal



Member Login

Password


Previous Login

seal

Validate your chosen Image and Security Phrase.

O2

Enter Password.O3



Member Login

Password


Previous Login

seal

Click to Log In.O4

Click to recover Password.

O5

2

12

My Workspace / My Insurance

My Insurance

I would like to ...

Update Personal Information

View Policy Details

View Billing/Payments

Home My Workspace

Submit Your Inquiry Contact Us MARY JANE SMITH Log Out

0006000004 Term Life

Insured Name MARY JANE SMITH Effective Date 03/17/20

Owner Name MARY JANE SMITH Coverage Amount 250,000.00

Status Premium Paying Premium 30.25

Navigating My InsuranceThis will be your Insurance Benefits home page .

I would like to ...


View Policy Details



My Insurance

0006000004 - ABC MYGA


Owner Name MARY JANE SMITH Coverage Amount

Status Paid Up Premium 10,000.00

I would like to ...


View Policy Details


Make A Payment

Home My Workspace


The pages you have visited will appear here. To return to a previous page, click on the page listing.

O1

Highlight your selection and click to go the chosen screen.

O2

3

13

Update Personal InformationYou can update your personal information on this page .

Next Cancel

Home My Workspace


My Workspace / My Insurance / Personal Information

Personal Information Need Help? !For assistance call Customer Service

1.888.000.0000Name Date of BirthMARY JANE SMITH 10/27/1974

Relationship Gender

Owner one Female

SSN / Government ID

XXXX-XXX-1234

Contact Information

Street Address

City

State/Counrty

Zip Code

Cell

Home

Business

Facsimile

Preferred Method of Contact

Email Address 1 Add

Enter your changes and click Save.

Save Close

9876 MAIN STREET

DALLAS

Texas US

75230Undecided

(214) 123-4567

Next Cancel

Home My Workspace





Relationship Gender

Owner one Female

SSN / Government ID

XXXX-XXX-1234

Contact Information

Street Address

City

State/Counrty

Zip Code

Cell

Home

Business

Facsimile


Email Address 1 Add


Save Close

9876 MAIN STREET

DALLAS

Texas US

75230Undecided

(214) 123-4567

Update information.O1 Next

Cancel

Home My Workspace





Relationship Gender

Owner one Female

SSN / Government ID

XXXX-XXX-1234

Contact Information

Street Address

City

State/Counrty

Zip Code

Cell

Home

Business

Facsimile


Email Address 1 Add


Save Close

9876 MAIN STREET

DALLAS

Texas US

75230Undecided

(214) 123-4567

Click Save.O2

14

4


My Insurance

I would like to ...


View Policy Details


Home My Workspace







My Insurance

I would like to ...


View Policy Details


Home My Workspace






Policy DetailsThis is how you access your Policy and Benefits Details .

15

4Policy Details: Life & Health ProductsThis page contains details about your Certificate or Policy . Click on the Benefits at

the bottom for Benefit Level Details .

Premium

30.25

Payment Method Electronic Funds Transfer

Automatic Payment ID Account Information00089765120

Payment FrequencyMonthly

Net Cash Value0.00

Home My Workspace


My Workspace / My Insurance / Policy Details

Owner MARY JANE SMITH

Address 1234 MAIN STREET DALLAS, Texas 75230 UNITED STATES OF AMERICA


Policy Detail

Policy Number 0006000004

Policy Information

Status

Premium Paying

CurrencyDOLLAR (US)

Application Date03/02/2020

Effective Date

03/17/2020

Paid to Date

03/17/2021

Benefits

Product Name Insured Status Effective Date Coverage Amount Net Benefit Value

Term Life w / AD&D MARY JANE SMITH Premium Paying 03/17/2020 250,000.00 0.00

Term Life w / AD&D Spouse Rider ROBERT SMITH Premium Paying 03/17/2020 25,000.00 0.00

Back to My Insurance

Current As Of Date 05/26/2020

Agent

ROY JONESPhoneEmail

Benefit level details.O1

16

4Benefit Details: Life & Health Products

Home My Workspace


My Workspace / My Insurance / Policy Detail / Benefit Detail

All currency values expressed in DOLLAR (US)

Insured Effective Date

MARY JANE SMITH 03/17/2020

Status Expiration Date

Premium Paying 03/17/2073

Issue Age Paid Up Date

41 08/01/2023

Risk Class

Non-Smoker

Coverage Amount

250,000.00

Benefit DetailBack to Policy Detail

Additional Coverage

Product Name Insured Effective Date Expiration Date Status Coverage Amount

Term Life w / AD&D MARY JANE SMITH 03/17/2020 03/17/2073 Premium Paying 250,000.00

5

17



My Insurance

I would like to ...


View Policy Details


Home My Workspace







My Insurance

I would like to ...


View Policy Details


Home My Workspace






5

18

Home My Workspace


My Workspace / My Insurance / Billing Payment Details

Payor MARY JANE SMITH

Effective Date 03/17/2020

Paid To Date 09/17/2020

Billing Payment Detail


Transaction Date Appy Date Payment Method Payment Frequency Payment Amount

08/06/2020 08/06/2020 Direct Premium Notice Monthly 30.25






Payment History

From Date (mm/dd/yyyy) 03/17/2020 Through Date (mm/dd/yyyy) 05/26/2020

Show 10 entries

Retrieve


Payment Method Direct Premium Notice


Billing/Payment Information

Bill To Date

10/01/2020

Premium 30.35

Billing Payment Details: Life & Health ProductsHome My Workspace


My Workspace / My Insurance / Billing Payment Details

Payor MARY JANE SMITH

Effective Date 03/17/2020

Paid To Date 09/17/2020

Billing Payment Detail


Transaction Date Appy Date Payment Method Payment Frequency Payment Amount







Payment History

From Date (mm/dd/yyyy) 03/17/2020 Through Date (mm/dd/yyyy) 05/26/2020

Show 10 entries

Retrieve


Payment Method Direct Premium Notice


Billing/Payment Information

Bill To Date

10/01/2020

Premium 30.35

Select Account Information to change the bank account used to pay your insurance premiums.

O1

These are your past payments.

O2

6

19

Note: If your current payment method is not Direct Premium Notice, Credit Card Deduction or Electronic Funds Transfer, you will need to contact Customer Service to make a one-time payment or make changes to your payment method or frequency.

Change Your Bank Account

Home My Workspace


My Workspace / My Insurance / Billing / Payment Detail / Make a Payment / Payment Information

Owner

MARY JANE SMITHEffective Date03/17/2020

Paid To Date03/17/2020

Status

Premium Paying

Make a Payment


Last Payment Date03/17/2020

Current Payment Method Electronic Funds Transfer

Current Payment FrequencyMonthly

Current Premium Amount30.25


Need Help? !For assistance call Customer Service

1.888.000.0000

Bank Information View / Edit Wallet

Your preferred account is shown below. Select the Next Payment Date and click Submit.

Name

Account Holder Mary Jane Smith

Bank NameLOCAL BANK

Routing Number1234567890

Account Number987654321

Account Type Checking

* Next Payment Date (mm/dd/yyyy)

Vaild date range is 10/01/2020 - 10/31/2020

Submit Close

Automatic Payment Authorization I authorize the automatic transfer of funds for premium payments.

Home My Workspace



Owner



Status

Premium Paying

Make a Payment








1.888.000.0000



Name


Bank NameLOCAL BANK






Submit Close


If the bank account you want to use is not listed, click View/Edit Wallet and follow the directions in the Wallet section of this guide.

O1

O2

Home My Workspace


My Workspace / My Insurance / Billing / Payment Detail / Make a Payment

Owner


Paid To Date

03/17/2020

Make a Payment


Payment Method Change Payment MethodDirect Premium Notice

Payment FrequencySemiannual

Premium Amount401.28


Payment Option

To apply a one-time payment to your policy, select the payment amount, review your account information and click Submit.

Payment Amount 401.28 Modal Premium

401.28 Minimum Premium

Other Amount

Credit Card Information View / Edit Wallet

Your preferred account is shown below.

Credit Card Type Account Holder Name Credit Card Number Expiration DateVisa Mary Jane Smith XXXXXXXXXXX8765 10/2025


1.888.000.0000

Submit Close

Click Submit.O3

Home My Workspace



Owner



Status

Premium Paying

Make a Payment








1.888.000.0000



Name


Bank NameLOCAL BANK






Submit Close


Click Authorization box.O2

20

7Wallet SectionAdd Bank Account

Select Account Holder Name Bank Name Account Number Account Type Edit / Delete

No records found.

Your Wallet Add Bank Account

No accounts exist. Click Add Bank Account to add a new account.

Showing 0 to 0 of 0 entries Previous Next

Continue Cancel

!

* Name Type

Person

* First Name (Account Holder)

Mary Jane

* Last Name (Account Holder)

Smith

* Bank Name

LOCAL BANK

* Routing Number

12345678

* Account Number

98765432

* Account Type

98765432

Add Bank Account

Save Cancel

Select Account Holder Name Bank Name Account Number Account Type Edit / Delete

No records found.

Your Wallet Add Bank Account

No accounts exist. Click Add Bank Account to add a new account.

Showing 0 to 0 of 0 entries Previous Next

Continue Cancel

!

To add a bank account to your Wallet, click Add Bank Account.

O1

Fill in form.O2* Name Type Person

* First Name (Account Holder)

Mary Jane

* Last Name (Account Holder)

Smith

* Bank Name

LOCAL BANK

* Routing Number

12345678

* Account Number

98765432

* Account Type

98765432

Add Bank Account

Save Cancel

Click Save.O3

21

8Income Reporting Form

Home Income Reporting Form My Workspace


Use this form to update your average monthly earnings for your disability product(s) based on your PRIOR year’s earnings.

Ryan Income Reporting Form

Ryan Income Reporting Form

Ryan Income Reporting FormUse this form to update your average monthly earnings for your disability product(s) based on your PRIOR year’s earnings.

You must update your average monthly earnings at least once per calendar year. Most do it after they have filed their prior year's taxes. Since your disability benefit amount is based on your average monthly earnings, so are your premiums. Once you submit this form, your insurance record will be updated and your new coverage amount and premium will be visible in our web portal and will be reflected in the next monthly payment drawn on your account.

Check box to see Definition of Income: Predisability Earnings

I am enrolled in short- and/or long-term disability through my association.*

Ryan Income Reporting Form for MetLife Consideration

Click here for form.O2

Read carefully, review definition of income, then complete form.

O3

Home Income Reporting Form My Workspace


Click here.O1

End of the Portal Guide

Documents

Individual & Member Portal Guide · 2020. 9. 28. · neie Update O1 information. et ne oe orse it Yor Inir ontt s RY I Log t orse Insrne erson Inortion Personal Information Need Help?