---
title: First Insurance - Find direct appointment information
description: To quote with First Insurance through the CoverForce platform, your agency must first set up a Broker Code. This is a critical step because First Insurance requires a registered Retail Agent ID in their system for every quote request.
---

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2. [Adding Your Broker Codes](https://helpcenter.coverforce.com/adding-your-broker-codes?hsLang=en)

# First Insurance - Find direct appointment information

## To quote with First Insurance through the CoverForce platform, your agency must first set up a Broker Code. This is a critical step because First Insurance requires a registered Retail Agent ID in their system for every quote request.

### What you need

First Insurance mandates that each quote includes the **name and email** of the retail agent submitting the request. However, it’s not enough to simply pass along the agent's contact info — the agent must already be registered in First Insurance’s system, and a **unique ID** must be sent in the quote request.

To enable this, CoverForce requires that your agency sets up a **First Insurance Broker Code** within our platform. When a broker code is created:

1. The agent's details are registered with First Insurance.
2. A corresponding Retail Agent ID is returned.
3. CoverForce stores this ID and includes it in all quote requests to First Insurance.

### Who Needs to Set Up a Broker Code?

There are two valid options:

- **One broker code for the entire agency** (shared across users)
- **One broker code per user** (each user has their own)

Either approach works — it’s entirely up to the agency's preference. However, **at least one broker code must be created** in order to quote with First Insurance.

### How to Set Up a Broker Code

1. Navigate to the **Broker Configuration** section.
2. Select **First Insurance** from the carrier list and click on the **Add Broker ID** button.
3. Fill in the required agent information (name, email, etc.).
4. Once you click **Save Changes**. CoverForce will store the returned Retail Agent ID.

> ⚠️ **If no broker code is created for an agency:**  
> When a user logs in and attempts to quote First Insurance, they will see a message that a broker code is not set up. They will be prompted to create one directly.

![](https://helpcenter.coverforce.com/hs-fs/hubfs/Screenshot%202025-06-06%20at%201-42-05%E2%80%AFPM-png.png?width=3364&height=1720&name=Screenshot%202025-06-06%20at%201-42-05%E2%80%AFPM-png.png)

 

If you have any questions or need help setting up your broker code, please contact the CoverForce support team at support@coverforce.com.

 

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