IAT - Find Direct Appointment Information

What you need

To get set up with IAT on CoverForce, you will need to provide the following information:

• Agent ID: A 4-digit numeric code assigned to your agency by IAT.
• Agent Email: The email address associated with your IAT agency account.
• Producer Email: The email of the CSR/producer. Used for SSO when bridging to IAT and required to perform bridge policy actions.

Note:

• Once your information is submitted, CoverForce will reach out to IAT directly to obtain your agency-specific API credentials. You do not need to contact IAT yourself — we'll handle the full setup and load your broker code into the platform once credentials have been received.

How to submit your information

You have two options:

1. Submit via the platform — In the CoverForce Agent Portal, click the link for IAT under Settings > Broker Configuration to access the Broker Code Approval Form and submit your information directly.
2. Email us — Send your Agent ID, Agent Email, and Producer Email to support@coverforce.com.

Where to find your information

• Agent ID:
  • This 4-digit code was assigned to your agency by IAT at the time of your appointment.
  • If you are unsure of your Agent ID, please contact your IAT representative directly.
• Agent Email:
  • This is the email address associated with your IAT agency account.
  • If you are unsure which email to use, please contact your IAT representative or reach out to support@coverforce.com for assistance.
• Producer Email:
  • The email of the CSR/producer. Used for SSO when bridging to IAT and required to perform bridge policy actions.
  • If you are unsure which email to use, please contact your IAT representative.