Our Broker Platform allows you to quote and bind comprehensive cyber insurance in under 4 minutes. Now, we’re making it easier than ever to manage your book of business and collaborate within your agency.
Viewing your accounts
When you log in to the Broker Platform, the first thing you’ll see is your Accounts page. By default, it will show all of your accounts, sorted by what was created most recently. If you also quote our Executive Risks products, it’s easy to swap tabs and view those specific accounts. Our account grid allows you to filter accounts by insurance market (in the US), brokers within your team or agency, and the status of different quotes or policies.
How can I view the accounts for other members of my team?
We want to ensure your team can collaborate on accounts, so we’re able to enable this in two ways: Agency View or Team View.
- Agency View: Allows you to view and manage the accounts for every broker in your agency
- Team View: View and manage the accounts for brokers on a defined team with your agency (better for larger agencies)
To enable Agency View or Team View, please reach out to your dedicated Coalition point of contact, submit a request via the chat in the Broker Platform, or email us at help@coalitioninc.com
Viewing a single account
Our Broker Platform provides you with a full view of each account and provides many self-service actions. You can find an account using our global search at the top by searching for an account name or policy number, or you can click on an account found in the accounts grid.
When viewing an account, you’ll quickly be shown all quotes, policies, company information, and contact information associated with that account.
What actions can I take from this page?
From the account page, we make it easy to quickly bind the quote you like or generate a new option.
Viewing a single quote
When viewing a single quote, limit, retention, premium, coverages, and endorsements are displayed without needing to download and search through a PDF. The files you need such as the quotation, binder, specimen policy, and Coalition Risk Assessment are easily accessible as well.
What actions can I take from this page?
| Action | Visible for… |
| Create new option | Active quotes, under review quotes, and contingent quotes |
| Bind | Active quotes |
| Upload signature bundle | Bound quotes |
| Invite client to Coalition Control | Active or contingent quotes |
| Add competitive option | Active quotes, under review quotes, and contingent quotes |
| Download loss runs | Effective policies |
| Download invoices | Bound quotes and effective policies |
| Archive | All quotes |