How do I add my insurance broker?

The benefit of inviting your insurance broker to Constrafor is giving them the ability to upload important project documents, such as COIs, on your behalf. Follow the step-by-step instructions below to invite your insurance broker to Constrafor.

1. Navigate to the Insurance module.

2. Click on the button that says Add Insurance Broker.

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3. Enter your insurance broker's email address.

4. Click Send Invite.