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How can I access and sign my Cowbell policy?
How can I access and sign my Cowbell policy?

How to access and sign your Cowbell policy in a few simple steps

M
Written by Madita Sauer
Updated over a week ago

If you are a business trying to sign your new Cowbell policy, you can do so in a few simple steps:

1. Check your email. Your agent sent one (or several) insurance proposals to your email address. At the bottom of these, you will find an "Activate your Policy" button. This will take you to the Cowbell platform where you can review and complete the required steps to activate your policy.

2. Set up your account. Create a password to access your account.

3. If the quote was sent to you, you will see an "Approve" button.

Clicking it will take you through a step-by-step process to activate your policy.

a) First, "Approve" the quote. Make sure to review limits and deductibles before doing so.

b) Then you'll need to review and confirm that your business's information is correct.

Please note that if you need to update your business information, the offered policy can become invalid. Your agent will need to issue a new quote. You will be informed about this via a pop-up.

You won't see an "Approve" button when your policy is bound. Instead, you will skip

this step and go directly to "Sign".

4. After attesting to the terms and conditions, the policy documents will be generated.

5. Read through the policy documents, and sign them.

6. You can then move to the final step: Pay for your policy.

Cowbell offers four payment options: e-Check, Credit Card, ACH/Wire transfer, and an instalment plan. You can also opt to invite your accountant to handle the payment for you. Select a payment option and you will be guided to complete the payment.

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