Add a New User
If you already have an account created and would like to add someone from your company to help manage your policy; you can do that with the steps below:
Existing user signs in and invites a user via the Profile
Click on Invite Users to Join Account
Provide the Name and Email of the invitee.
The invitee will receive an email to create a new login account under the Company account.
This will link their new account with yours and allow them to manage policies, claims, etc.
Remove an Existing User
At this time we do not have the option to remove a user from a user's account. Please contact your Account Executive to remove a specific user from a Company Account.
Please be ready to provide the email address of the account that needs to be removed from the company account.