How to Add Policyholder Contacts to the CrowBar
You can provide policyholders with access to our suite of risk management services by adding them to the CrowBar.
Step 1: Log in to the CrowBar and find the policy for this client:
![[GIF] Policyholder viewing Policy in Corvus Dashboard](https://help.corvusinsurance.com/hs-fs/hubfs/Policyholder%201.gif?width=674&name=Policyholder%201.gif)
Step 2: On the policy page, scroll down to the Insured Contacts section and click on Invite Insured Contact:
![[GIF] Policyholder Inviting Insured Contact to Corvus Platform](https://help.corvusinsurance.com/hs-fs/hubfs/Policyholder%202.gif?width=688&name=Policyholder%202.gif)
Step 3: Add the Insured’s full name and email address and click add:
![[DIAGRAM] Client Contacts in Corvus Policyholder Dashboard](https://help.corvusinsurance.com/hs-fs/hubfs/Screen%20Shot%202021-04-01%20at%2010.11.50%20AM.png?width=688&name=Screen%20Shot%202021-04-01%20at%2010.11.50%20AM.png)
Step 4: An invitation email is sent to the insured with a button to login to the Policyholder Dashboard
![[DIAGRAM] Sample Email Invitation to Join Corvus Policyholder Dashboard](https://help.corvusinsurance.com/hs-fs/hubfs/image-png-Nov-24-2020-02-17-08-04-PM.png?width=332&name=image-png-Nov-24-2020-02-17-08-04-PM.png)
FAQ:
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Will I receive a copy of the invitation email?
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- Yes, all brokers on the broker team for that client will receive a confirmation email with a copy of the email sent to the insured.
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![[DIAGRAM] Alternate Sample Email Invitation to Join Corvus Policyholder Dashboard](https://help.corvusinsurance.com/hs-fs/hubfs/image-png-Nov-24-2020-02-12-57-21-PM.png?width=288&name=image-png-Nov-24-2020-02-12-57-21-PM.png)
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Who is the invitation email going to come from?
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- The email will come from services@corvusinsurance.com. The email will list the client name and their Corvus Policy number
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Can you do this for me?
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- Yes, we can! Send an email to services@corvusinsurance.com with the Client Name along with the full name, email and job title of all the policyholder contacts that should be added.
- We recommend including policyholder contacts responsible for IT security so they can directly receive actionable loss mitigation information. You will always be included on any communication from Corvus to the policyholder.
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What do they have access to?
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- View the Policyholder Dashboard article here for complete information, but as an overview, your insured will have access to the following resources:
- Policy Documents (Claims details enclosed)
- Corvus’s Quarterly Dynamic Loss Prevention Report (delivered via email with you cc'ed)
- Incident Response Planning Resources
- Tools to quantify risk
- Data Privacy and Security News and Learning Centers
- Cybersecurity Awareness Training and Resources
- Pre and Post-Breach Vendor Recommendations
- And much more cyber risk materials!
- View the Policyholder Dashboard article here for complete information, but as an overview, your insured will have access to the following resources:
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Who do they reach out to if they have questions for Corvus?
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- All policyholders can reach out to Lauren Winchester, VP of Risk + Response at services@corvusinsurance.com
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