When to Contact Advocate Support

While the Advocate Platform offers powerful self-service tools, some features and configurations are managed by our team on your behalf. If you're looking to make changes to your organizational account, system settings, or user access, we're here to help.

Below are the most common scenarios where you should reach out to our support team or your Account Manager:

User accounts cannot be created directly within the platform. To request a new user:

Contact your Account Manager or email us at support@tryadvocate.com with the following details:

• Full name of the new user

• Their email address

• The account they need access to

Once received, we’ll set up the account and confirm when it's ready to use.

Need to change your insurance compliance requirements?

• To edit, deactivate, or create new compliance rules

• To adjust your program’s risk thresholds or structure

1. Contact your Account Manager

2. Or email support@tryadvocate.com with:

   • A detailed description of the changes

   • Any relevant context or documentation

Your Account Manager will advise on the impact of the changes and help implement them.

Need to update or add certificate holder details?

Contact your Account Manager or email support@tryadvocate.com with:

• A description of the changes or additions

• Any applicable policy or compliance context

For API clients:
If your account uses API integrations, you may be able to update Mortgagee Clauses directly via the API. Refer to the API documentation for more info.

Want to edit or customize Task Chains by risk profile?

These configurations must be handled by the Advocate team. Reach out to your Account Manager or contact support@tryadvocate.com, and we’ll assist with updating the workflows tied to your compliance program.

We’re here to support you. For any of the above requests—or anything else not listed—feel free to reach out anytime via chat, email, or through your dedicated Account Manager.