What you need
For Cowbell to recognize that a submission belongs to you, you need to upload the following to the Broker Configuration (Settings > Broker Configuration):
- AgencyId: This is a UUID assigned by Cowbell to your Agency. Eg: d509615a-af68-4104-be91-0bc9e97ffb92
- Agency Primary Email : Required by Cowbell to identify the agency that is quoting the business
- Agent Name: Required by Cowbell to ensure the quote proposal has the correct agent name on it
Note:
- Cowbell requires enabling the Agency ID 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
Where to find it
Currently, in order to quote Cowbell insurance products digitally you need to identify your AgencyId along with the agency's primary email. In order to identify the AgencyId follow these instructions:
- Primary Agency Email: This is the email you used to sign up for the Cowbell appointment
- AgencyId:
- You can reach out to your Cowbell contact and ask for your AgencyId
- Alternatively you can provide us with the relevant information to find your AgencyId:
- Provide the Primary Agency Email and Agency Details (name and address) to us by emailing it to support@coverforce.com
- We will identify the AgencyId for your agency