We'd like to share a few Curi updates about products and services designed to simplify things for you and your clients.
2026 Legacy Fund Allocations
We’re excited to share that the Curi board has designated the 2026 Legacy Fund allocations!
The Legacy Fund (TLF) total allocations since 2009 are over $163.6m. This year, Curi declared an aggregated $7m allocation to TLF accounts of eligible Members with Curi policies active as of 12/31/25. Legacy Fund allocations and statements are processed and sentsemi-annually as ofJune 30th, which are mailed by August, and December 31st, which are mailed by February.
Current statements will be available in PHS and mailed out in August. Be sure to share the news at your renewal meetings.
If you or your clients have questions regarding the program, statements, or desire to change allocation preferences (individual or corporate), we have additional information and allocation forms available by emailing the team at TLF@curi.com or visiting the TLF informational page.
Coming Soon
One Curi: New Policy Form
To ensure clarity and simplicity, Curi is introducing a new Medical Professional Liability (MPL) policy. We have begun rollout with physician accounts in Utah, Idaho, Wyoming, Montana, Washington, Oregon, Ohio, and Michigan.
As we continue to streamline operations following our merger, we’re moving to a single Curi policy form. This change will help us deliver more consistent coverage, improve transparency, and maintain financial balance between Curi and our insureds. In January 2027, we will be rolling out the new policy in phases to have all medical professional liability clients on the same policy.
We will schedule broker webinars and provide additional resources this summer, including our full communication plan for clients and brokers, an explanation of the rollout phases, and a link to an informational landing page where you will find a sample policy and answers to commonly asked questions.
One Policy Portal
We are simplifying our policy portal management systems and merging them into one enhanced portal – Curi Policy Management Portal (A.K.A., MyAccount). In September/October 2026, brokers and clients will have access to the enhanced portal using their current portal (either MyAccount or PHS) credentials.
Within the portal, you’ll see a menu of all resources and account-specific features, including:
View policy information
Access/download COI
View invoice & billing information
Clients can register for electronic invoicing and payment*
Brokers can access their commission statements
Obtain copies of policy documents
Portal user guides and training videos will be shared in advance of the portal rollout.
*Subject to availability
New
Broker Access to Risk Management Resources
We’ve heard your requests and are happy to say that all brokers now have expanded access to Curi’s risk resources. This includes all toolkits, assessments, webinars, and more.
You can find ALL our resources in our comprehensive Risk Team Resources Catalog. Some of our newest items include:
Closed Claims - Open Insights: Specimen Management Error
Closed Claims - Open Insights: Testicular Torsion
Closed Claims - Open Insights: Abnormal Imaging Result
Closed Claims - Open Insights: Abdominal Mass
Closed Claims - Open Insights: Preoperative Anesthesia Planning
To access resources, you will need to log in to Curi Insurance. If you have issues with access or need to set up credentials for the first time, please contact our OneConnect team at 800-328-5532 or oneconnect@curi.com.
Meet Tanya Bales: Curi’s Western Territory Risk Manager
We’re excited to introduce you to Tanya Bales, BSN, RN, CPHRM. With extensive healthcare and risk management experience, Tanya will collaborate with clients in the west region to help navigate both common and complex situations, reducing exposure based on the top drivers of risk.
Tanya brings more than thirteen years of nursing experience, including five years of dedicated healthcare risk management expertise, to her role at Curi. Her career began as a Critical Care and Acute Care Nurse, where she developed strong clinical judgment and a foundational understanding of patient safety. She later advanced into leadership before transitioning into risk management and patient safety.
Tanya has led risk and quality initiatives across a critical-access hospital system, which has shaped her experience in hospitals, physician practices, ambulatory clinics, pharmacies, home health, hospice, and senior living settings. She enjoys partnering with providers and leaders to deliver specialized risk solutions, education for all staff levels, and sustainable system improvements.
Outside of work, Tanya enjoys gardening, horseback riding, and participating in the Wyoming outdoors.
Renewal presentations typically include sharing a robust PowerPoint or PDF. Useful in the moment, but what happens after the meeting? Do clients remember all the benefits and resources available to them?
We’ve created an online renewal resource for our shared clients. Here we explore our full range of services, resources, and benefits. We’ve curated useful how-to information from premium payments to credentialing reports, details on benefits, risk resources, and more to help our clients continue to get the most out of their Curi partnership.
Once our clients have renewed their policy, we will send them an email with some useful information and a link to this online resource. We will encourage them to bookmark this page and visit it often, as we’ll continue to update it with additional information.
Reminders
Broker Website Experience
Have you explored the new broker web resources yet? We've created a broker view on our website that puts everything you need right at your fingertips.
You can use your existing curi.comlogin. If you do not have login access, reach out to agentsupport@curi.com. Once signed into curi.com, you'll land on the personalized Broker view with these useful sections:
Curi Marketing Material – Find the latest materials showcasing Curi products and services to share with your clients and help grow your business.
New Business & Submission – Get details and tips on submissions and underwriting appetite.
Broker of Record – Access request forms, guidelines, and letters all in one convenient spot.
Underwriting Applications & Forms – Download the forms you need instantly, including TLF designation forms and practice provider applications.
Agent News – Catch up on Curi updates, browse past e-newsletters, and update your contact info so you never miss an update.
Broker Partnership Team – Discover how this dedicated team is ready to support your success.
Broker FAQs – Got questions? We've got answers.
Member Benefits – Learn about valuable perks like The Legacy Fund and HR OnCall that make Curi stand out.
Policy Management Portal – Easy-to-follow user guides and quick access links to manage policies efficiently.
We’ve built this site resource area to save you time, keep you informed, and make partnering with us smoother than ever.
We know healthcare leaders today are navigating increasing revenue cycle complexity—from rising denial rates and payer challenges to staffing shortages and growing patient financial expectations. To support our clients in addressing these challenges and embracing new technologies, Curi Advisory has launched Revenue Cycle Solutions, part of our new Managed Solutions platform.
This offering provides embedded revenue cycle support designed to improve billing and collections, accelerate cash flow, and reduce administrative burden through A/R resolution, denials management, patient financial services, and performance reporting.
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