Coalition - Find direct appointment information

What you need

For Coalition to recognize that a submission belongs to you, you need to upload the following to the Broker Configuration (Settings > Broker Configuration):

• Username: This is the email you use to login to the Coalition Broker Platform
• Password: This is the password you use to login to the Coalition Broker Platform

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 

Where to find it

• Username:
  
  1. Login to the Coalition Broker Portal
  2. Click on your profile on the top right
  3. Under the dropdown you should be able to view the username you have logged in with
  4. Below is screenshot of the Coalition Broker Portal with the username highlighted in Red