Brokers using agency billing can access policy invoices directly from the Broker Platform! Follow the steps below to quickly download invoices for your bound quote or effective policies:
- Log in to the Broker Platform at https://platform.coalitioninc.com
- Using the search function, type in your client’s name and select the cyber policy you would like to generate an invoice for.
- Next, open the policy details by clicking on the policy row
- Click on the action ‘Download Invoices’
- Click ‘Download’
- Our system will download the invoices directly to your browser!
*Please note that retail brokers set up with Coalition’s wholesale-to-retail program will not be able to view or download invoices. Please reach out to your linked wholesaler directly.