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Sign Up Guide

Complete guide for creating a new account in InsureFlow Management System.

Overview​

Create a new account to access the InsureFlow Management System. Registration is quick and secure, requiring only basic information.

Step-by-Step Process​

1. Navigate to the Registration Page​

  • Open your web browser
  • Visit the registration page at /register
  • You'll see the InsureFlow logo and "Create your account" heading
  • The page displays a clean registration form

2. Fill in Your Details​

All fields are required to create your account.

Full Name​

  • Enter your complete name
  • This will be displayed throughout the system
  • Examples:
    • "John Smith"
    • "Sarah Johnson"
    • "Michael van der Merwe"

Email Address​

Password​

  • Create a secure password
  • Minimum requirement: 8 characters
  • Recommendations for a strong password:
    • Use a mix of letters, numbers, and symbols
    • Avoid common words or phrases
    • Don't use personal information (birthdate, name, etc.)
  • Examples of strong passwords:
    • "Secure@2024Pass"
    • "MyInsure#Flow123"

Confirm Password​

  • Re-enter the exact same password
  • This ensures you typed your password correctly
  • Must match the password field exactly
  • Tip: Use copy-paste if needed, but remember your password

3. Review Your Information​

Before submitting:

  • Double-check your email address is correct
  • Verify your name is spelled correctly
  • Ensure both password fields match

4. Submit Registration​

  • Click the blue "Create account" button
  • The system will process your registration
  • Wait a moment while your account is created

5. Success Confirmation​

After successful registration:

  • You'll see a green success message: "Registration successful!"
  • The system automatically redirects you to the login page
  • Automatic redirect: Happens after 3 seconds
  • Your account is now ready to use

6. First Login​

  • You'll arrive at the login page
  • Enter your email and password
  • Click "Sign in" to access your dashboard

Password Requirements​

Minimum Requirements​

  • Length: At least 8 characters
  • No maximum length limit

Security Best Practices​

While not enforced, we recommend:

  • Using uppercase and lowercase letters
  • Including numbers
  • Adding special characters (@, #, $, %, etc.)
  • Avoiding dictionary words
  • Not reusing passwords from other sites

Examples​

Weak passwords (avoid these):

  • "password"
  • "12345678"
  • "qwerty123"

Strong passwords (recommended):

  • "Insure@Flow2024!"
  • "MyP@ssw0rd#Secure"
  • "Fleet$Manage99"

Troubleshooting​

Common Issues and Solutions​

"Passwords do not match"​

  • Problem: The two password fields contain different text
  • Solution:
    • Clear both password fields
    • Carefully type your password in the first field
    • Copy and paste or carefully retype in the confirm field
    • Ensure no extra spaces before or after

"Password must be at least 8 characters long"​

  • Problem: Your password is too short
  • Solution:
    • Create a longer password
    • Add more characters until you reach at least 8
    • Consider using a passphrase for easy memorization

"Registration failed" or "An error occurred"​

  • Possible causes:
    • Email address already in use
    • Network connection issue
    • System maintenance
  • Solutions:
    1. Check if you already have an account (try logging in)
    2. Verify your internet connection
    3. Try again in a few minutes
    4. Contact your system administrator

"Invalid email format"​

  • Problem: Email address format is incorrect
  • Solution:
    • Ensure format is: name@domain.com
    • Check for typos
    • Remove any spaces
    • Include the @ symbol and domain extension

Page won't load​

  • Solutions:
    • Refresh the page
    • Clear your browser cache
    • Try a different browser
    • Check your internet connection

After Registration​

What Happens Next​

  1. Account Creation

    • Your account is immediately active
    • Login credentials are ready to use
    • No email verification required

  2. First Steps

    • Log in with your credentials
    • Complete your profile if needed
    • Explore the dashboard
    • Start adding clients and policies

  3. Account Setup

    • Your role and permissions are assigned by an administrator
    • Default settings are applied to your account
    • You can customize settings later

Security Tips​

  • Remember your password: Store it securely
  • Don't share credentials: Keep your login information private
  • Log out on shared computers: Always sign out when finished
  • Use strong passwords: Follow best practices above

Already Have an Account?​

If you already registered:

  • Click "Sign in" below the registration form
  • You'll be redirected to the login page
  • Enter your existing credentials

Need Help?​

If you encounter issues not covered here:

  1. Contact your system administrator
  2. Check your email for any system notifications
  3. Verify you're using the correct registration URL
  4. Ensure you meet all requirements listed above

Last Updated: February 2026 Version: 1.0