
Client Advisor Portal
Your Central Hub for Effortless Benefits Administration: Introducing the Peak Client Advisor Portal

Empower Your Benefits Management
Take greater control of employee health benefits with the comprehensive tools available in the Peak Client Advisor Portal.
Key Features at Your Fingertips
Company Overview
Verify legal name, address, and EIN quickly.
Billing Transparency
Review billing details for clear insights.
Policy & Plan Mgmt
Access dates, status, advisor info, and plans.
Detailed Plan Info
Explore ID cards, services, costs, pharmacy, contacts.
Document Library
Easily download benefit summaries & files.
Member Insights
View members & search by name, ID, plan.
Claims Management
Filter & review claims by date, provider, etc.
Support & Contact
Easily access help via phone, email, or support tickets.

Complete Control and Transparency
- Company Overview: Quickly verify your company’s legal name, address, and EIN.
- Billing Transparency: Review billing details for clear financial insights.
- Claims Management (if applicable): Filter and review claims by date of service, provider, claim number, member, relationship, costs, and status.
- Member Insights: View the total number of enrolled members and utilize a powerful search function to find specific member information (name, ID, relationship, plan, status).
- Detailed Plan Information: Explore ID card templates, covered services (including copays and coinsurance), accumulators (deductibles and out-of-pocket maximums), pharmacy details (Rx BIN, PCN, group number, contact info), and relevant contacts.
- Policy & Plan Management: Access effective dates, group status, advisor information, and a comprehensive list of your selected benefit plans.
- Document Library: Easily download your employer group’s Summary of Benefits and other important files.


Get Started
The Peak Benefit Administrators Client Advisor Portal is your dedicated platform for enhanced control over employee health benefits.