In order to claim or activate your account you only need a couple of things.
- Have a valid qualifying cyber insurance policy
- Know the policy number
- Be the system administrator or have SysAdmin-type responsibilities (i.e. Owner, Director, Manager)
Then you just need to follow our onboarding process from the Sign Up page: https://dashboard.upfort.com/onboarding/sign-up
> More information about Signing Up here or here.
Frequently Asked Questions
1. What if I don't have a cyber insurance policy or one that does not include Upfort?
That's ok. We have an option for you to use our solution for a monthly fee. Please reach out to our Sales team to get this started.
2. Can I activate the policy if I am not the Administrator?
Technically yes if you know the policy number, etc. However, one of the key responsibilities of the initial setup is to add other users, configure the settings, and make company-wide decisions. It is best to have people with the best skills do this.
3. I've already gotten some emails about Upfort/Shield but I don't remember setting anything up?
Occasionally the insurance broker or carrier sets up qualified customers automatically. Please reach out to Support for any assistance.
4. I am unable to activate the account.
The most common issue is typically the policy number being incorrect. You should confirm this with your broker, carrier, risk pool, etc. Sometimes your policy has yet to sync with our database. Lastly, an account may already claimed by someone else and it is just a matter of figuring out who that was. In most things our Support should be able to help resolve the issues.
5. The old admin or the person who set us up is gone from the company. What can I do?
Support should be able to help with this also. Please contact them
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