When you have an active or contingent quote with Coalition, we make it easy for you to provide your client with trial access to Coalition Control, our risk management platform provided to each policyholder. With Control, your clients can see how Coalition scans their digital footprint to understand potential vulnerabilities a bad actor could infiltrate. If you have a contingent quote, your client can view detailed remediation steps and perform a rescan to help clear critical security findings.
Contingent Quotes
If you have contingent quotes, the easiest way to help your client resolve issues is by inviting them to Control through our Broker Platform. When viewing their account, you'll be able to see the list of all outstanding contingencies including actions to send an invite or schedule a call.
Click Send Control Invitation where you can input your client's (or their IT manager's) email address.
Active Quotes
To help your clients understand the additional value Coalition provides, you can send them an invitation to Control at any time when viewing a quote in the Broker Platform.
After clicking the button Send Control Invitation in the bottom right, simply enter your client's email address.
More questions?
For further information, please refer to the Cyber Risk Assessment (CRA) you can download from the account page. You can find a detailed example of this process in this CRA titled, Coalition Control™: Simplify contingency resolution with pre-bind access.