Coalition - How to Add your Broker Code

What you need
For Coalition to recognize that a submission belongs to you, you need to upload the following to the Broker Configuration:

• AgencyId: The unique ID assigned by Coalition to your agency.

What happens next: CoverForce submits your information to the carrier and works with them to activate your broker code. You'll be able to quote with them once they confirm activation.

How to submit your information

🎉 Exciting news! CoverForce has a new look and feel.
Take a look at the screenshots below and follow the instructions that match what you see on your screen.

Using the original look? Compare your screen to the image below (settings gear at the top of your screen)

1. Hover over the settings gear on the top navigation bar
2. Click on "Broker Configuration"
3. Scroll through the carrier list and select the carrier you’d like to set up
4. Click "Add Broker ID" on the right side of the screen
5. Click the "Broker Code Approval Form" link
6. Complete and submit the Coalition Broker Code Approval Form

Using the new look? Compare your screen to the image below (settings gear on the left side of your screen)

1. Hover over the settings gear on the left navigation bar
2. Click on "Broker Appointments"
3. Either search for or scroll through the carrier list and select the carrier you’d like to set up
4. Click "Add Broker ID" on the right side of the screen
5. Look for the "Enable Digital Quoting" box (blue-green)
6. Click the "Broker Code Approval Form" link inside that box
7. Complete and submit the Coalition Broker Code Approval Form

Note:

• Coalition requires enabling the appointment to be used for Digital API quoting. Hence you need to reach out to CoverForce to get it enabled before using it on the platform. We require the following information to enable and set up the Broker Code:
  • Agency Name
  • Agency Address
  • Primary Producer/Contact of the Agency