To Create a New Organization

As the First Owner to Join PolicyCo

  • Sign Up for an Account

  • Click the Create an Organization tile

  • Give your organization a name (typically the name of your company)

  • Click Create

To Create Additional Organizations

  • Click the Organization square in the upper right-hand corner of the platform

  • Click + Add New Organization from the drop-down menu

  • Enter in the new organization's details and click Create

If you create an additional organization, the new organization will default to a free subscription account, and payment is required to upgrade. If you are under a multi-organization agreement with PolicyCo, please contact your Client Success Manager or support the support messenger to have the additional organization upgraded on the backend to match your agreement terms.

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