Account Setup and Login

In the ever-evolving landscape of insurance management, setting up and managing user accounts in InsurFront is a foundational step for companies aiming to streamline their operations.

This detailed guide will walk you through the process of setting up an insurance company on InsurFront, adding various user accounts, and managing customer accounts.

Setting Up an Insurance Company on InsurFront

Initiating the Journey with InsurFront

For those exploring InsurFront for the first time, your journey begins by reaching out to our dedicated sales team. You can contact them at [email protected] or request a comprehensive demo at insurfront.com. InsurFront offers two primary types of setups: Regular and Enterprise, each tailored to meet different organizational needs and scales.

Self-Service Setup Subscription

If you've opted for a self-service setup subscription with InsurFront, the process unfolds as follows:

• Email Invitation: After subscribing, you will receive an invitation via email. This email is your gateway to the InsurFront platform.

• Activation Process: Clicking the "Get started" button in the email directs you to an online form. Completing this form is the first step in activating your account.

• Support and Assistance: Should you face any challenges or have queries during this process, InsurFront's support is readily available at [email protected].

Enterprise Account Setup

For those with an enterprise account, the setup process includes enhanced support:

• Personalized Onboarding: Alongside the standard email invitation and setup process, enterprise account holders benefit from personalized onboarding assistance from the InsurFront team.

• Comprehensive Migration Support: Our team stands ready to assist with the migration of your existing information, products, and settings, ensuring a seamless transition.

• Onboarding Scheduling: To ensure that your onboarding experience is as efficient as possible, make sure to schedule a session with an InsurFront team member through your designated InsurFront representative.

Adding Employees and Partners to the InsurFront Platform

Expanding Your Team’s Access

Once your company’s account is active, the next crucial step is adding your employees, contractors, and partners as users on the platform.

• Assigning Permissions: Administrators, or users with the right permissions, can manage this process. Permissions for user management can be set through the "Permission Management" page, accessible via "Settings" and then "System Settings."

• User Onboarding: To add a new user, navigate to "Settings," select "Platform users" under "System Settings," and click on the "Add new user" button. This will initiate the process of creating a new user account.

• Specifying Roles and Agencies: For users associated with partner agencies like claims processors or underwriters, their agency affiliation should be specified. Additionally, assigning the correct role to each user, such as Sales or Developer, is crucial for access management and operational clarity.

• Email Invitations for New Users: After adding a user, they will receive an email invitation to join the InsurFront platform. This email will guide them through setting a password and configuring their profile settings.

Managing Customer Account Users

Enterprise Plan: Engaging with Customers

The feature of managing customer account users is an exclusive benefit available on the enterprise plan of InsurFront.

• Setting Up Customer Accounts: After creating a customer account within the platform, enterprise users can invite customers to register for their own user account from the Customer Profile page.

• Self-Registration for Customers: Additionally, if enabled in the system settings, customers or potential customers of the insurance company can register themselves via the company's website. This feature is particularly useful when they request a quote, enhancing the customer experience and engagement.

Advantages for Customers

Customer accounts on InsurFront offer several benefits:

• Direct Access and Control: Customers can directly access their policy details, request quotes, and update their personal information, fostering a sense of ownership and engagement.

• Streamlined Communication: With individual accounts, customers can communicate more effectively with the insurance company, receive updates, and manage their insurance needs efficiently.

The setup and management of accounts on InsurFront are integral components of the platform’s functionality. From the initial steps of establishing an insurance company on the platform to integrating employees, contractors, partners, and customers, InsurFront provides a comprehensive and user-friendly system. This guide aims to ensure that whether you're a newly onboarded insurance company, an administrator adding team members, or managing customer accounts, the process is smooth, intuitive, and aligned with your business needs. With InsurFront, you are not just adopting a platform; you're embracing a digital transformation in your insurance management operations.