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Getting Started

How to Create Your Account

Accounts are used after a quote is approved so customer identity, payment, case notes, and proof stay tied to the right person.

What to do

  1. Use the sign-in flow with the same email you used for the quote request.
  2. Verify the email address so support can safely match the approved case.
  3. Add only the details requested for that case.
  4. Contact support if the approved quote is not visible after sign-in.

Useful notes

  • Do not add extra identity details unless the case asks for them.
  • Use an email inbox you check regularly because quote and proof updates may require action.