---
title: Customer Accounts - Create, Edit, Delete
description: To start a Quote Submission, you need to set up a customer account, with basic information. There are 2 ways this can be accomplished   Agents also have the option to Bulk Upload accounts The accounts
---

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3. [Create/Edit Accounts](https://helpcenter.coverforce.com/quote-submit-bind?hsLang=en#create-edit-accounts)

# Customer Accounts - Create, Edit, Delete

To start a Quote Submission, you need to set up a customer account, with basic information. There are 2 ways this can be accomplished

- Click the **Accounts** icon in the header navigation, and then click the **New Accounts** button  
  ![Creating Account 1](https://helpcenter.coverforce.com/hs-fs/hubfs/Creating%20Account%201.jpg?width=688&height=370&name=Creating%20Account%201.jpg)
- While only Account Name is mandatory, if you have the remaining contact information available, this information will also pre-fill onto your submissions
- Address is sync'd up with Google Maps, suggestions will appear, however agents can still manually enter in an address if they so choose.  
  ![Creating Account 2](https://helpcenter.coverforce.com/hs-fs/hubfs/Creating%20Account%202.jpg?width=688&height=802&name=Creating%20Account%202.jpg)

 

Agents also have the option to **Bulk Upload** accounts

1. Export your Commercial Accounts from your AMS or CRM platform to an Excel or CSV file
2. Send this list to support@coverforce.com or your Customer Success Representative.

The accounts will be available for quoting within 24-48 hours, with received data being deleted after completion for data compliance.

 

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