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Getting Started As a User #

Welcome to Counter! This guide will help you navigate and fully utilize our platform to expedite insurance payments, monitor savings contributions, and utilize the valuable discounts and benefits included with your Counter membership. Follow the steps below to get started.

Account Setup #

For Individuals #

Individuals join Counter through one of our nationwide brokerage partners. After sign-up through your insurance brokerage, you should receive an email asking you to verify your account (If you did not receive an email, check your spam folder or contact your provider).

Verify your account by clicking the link in your email. First-time users will have to reset their password to access their account. At the login page click Forgot Password, enter your email and submit. You will be able to reset your password through the email sent, allowing you to login to your account.

Once logged in, you will be prompted to choose a membership plan. Choose from one of our three tiers and enter your billing information to subscribe. All tiers offer options for monthly and annual charges. See our pricing page for information on what each tier includes.

For Employees #

Employers offer Counter as a benefit to their employees. If your employer has enrolled you, you should receive an email asking you to verify your account (If you did not receive an email, check your spam folder or contact your employer).

Verify your account by clicking the link in your email. First-time users will have to reset their password to access their account. At the login page click Forgot Password, enter your email and submit. You will be able to reset your password through the email sent, allowing you to access your account and begin taking advantage of your Counter membership.