Completing Your Account Setup Guide

Welcome to the final steps of setting up your account! To ensure a seamless experience with our platform, it's crucial to accurately complete your account details. This guide will walk you through verifying and submitting your General, Business, Company, and Profile sections.

Step 1: Verify the General and Business Sections

After creating your account, the first step is to double-check the information you've entered. Accuracy here is key to a smooth operation later on.

General Section

• Access your account: Log in to your newly created account.
• Navigate to the General section: This is usually found in the account settings or dashboard.
• Review all fields: Ensure that every piece of information is correct and up to date. Pay special attention to contact details, as this is how we'll reach you.

Business Section

• Proceed to the Business section: This section is crucial for your operations on our platform.
• Verify your business information: Make sure that all details match your EIN paperwork exactly. This includes your business name, address, and any other relevant information.
• Adjust if necessary: If you find any discrepancies, now is the time to correct them.

Step 2: Complete the Company and Profile Sections

The Company and Profile sections are where you'll provide more detailed information about your business and how you'd like to present it on our platform.

Company Section

• Fill in the Company section: Provide all required details about your company. This may include your business model, services offered, and other pertinent information.
• Review for accuracy: Double-check every entry to ensure completeness and correctness.

Profile Section

• Complete your Profile: This might include personal information, preferences, and any other details that help personalize your experience on our platform.
• Review your entries: Make sure everything is accurate and reflects your business accurately.

Step 3: Submit for Verification

Once you've meticulously reviewed all sections, it's time to submit your information.

• Click on Submit: This button is usually located at the bottom of the page. By clicking it, you save and submit all the information you've entered for verification.
• Wait for verification: After submission, your information will undergo a verification process. You'll be notified upon completion.

Step 4: Verify Brand Information

The final step involves verifying your brand information and submitting it to carriers for further verification.

• Click on Brand: Navigate to the Brand section of your account.
• Double-check your brand information: Ensure that all details are correct and reflect your brand accurately.
• Submit to carriers: Follow the prompts to submit your brand information for verification by carriers.

Need Help?

If you encounter any issues or have questions during the setup process, please contact our support team for assistance. We're here to help you every step of the way.