The below guide will help you with setting an Investigator Alliance profile properly so that you are ready to assign and receive cases through the alliance.


To sign up for the alliance, you first want to go to Account & Billing under your profile in the top right corner or you can visit this URL if you don't have a CROSStrax account and only want to sign up for the Alliance https://apps.crosstrax.co/signup/investigator



Scroll Down to the "Optional Add-On Services", and click the check box for Investigator Alliance and Assign to Investigator Alliance 



Once you have elected to join the alliance, it is VERY IMPORTANT to follow the next steps to ensure you can utilize the alliance effectively.


Adding Necessary Documents


You will need to upload copies of your auto insurance, Driver's License, and W9 as these documents are required in order for your profile to be eligible to receive cases through the Alliance.


To do this first click on "Investigator Alliance" in the left-hand navigation bar, and click on Manage Documents & Licenses. You can add your required documents by clicking the plus symbol on the right-hand side. 


Fill in all the required fields, attach a photo of the document, and then click Add License.



NOTE:  Auto Insurance, Driver's License, and W9 are required to be uploaded in order to receive cases.


Set Coverage Areas


Setting your coverage area lets users know what territories you service.


Click on "Investigator Alliance" in the left-hand navigation bar, and click on Manage Coverage Areas. This is where you will set what areas you cover. 


First, select the state that you cover and enter the address or zip code of your base of operations into the address bar. A highlighted circle will appear around the address entered covering the miles you are willing to travel.


NOTE: Each circle can be dragged up to 120 miles out from the entered address. If you cover an entire state, then you will need to have multiple circles covering the state for this to be shown to other users.



To the right of the map, there will be a list of the addresses you entered for your coverage circle.  You will click "License", select "add license", then enter the license information. If the services you perform do not require a license, you will still need to click "License" and select "Not Applicable" in order to be able to submit your coverage areas.


Once you have added your coverage circles and added the necessary licenses, you will click "submit" to set your coverage.


Setting Services Offered


The last thing you should set up on your profile is the services you provide for your selected territories.


Click on "Investigator Alliance" in the left-hand navigation bar, and click on "Manage Services Offered". Select the check box next to all the services you offer and set the rate you charge for each service. Once finished, click "Submit".



Once you have finished all of the above steps, your profile will be complete and will appear whenever a person searches for your territories and specific services!