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  1. Get Started Guide
  2.  » Profile: Basic Info

Profile: Basic Info

Make sure this core information about your agency is accurate for potential insurance buyers.
August 3, 2021

The Basic Info tab in the Agency Profile section of your account contains core information about your agency. This information controls what is shown to consumers on your profile so it is important to make sure it is accurate and attractive to potential insurance buyers.

1) Edit Agency Profile button

This puts your profile in edit mode. Now you can edit and fill out the fields.

2) Review and complete the fields on the page

Review and complete all the fields. While not everything is required, we strongly recommend that you complete as much as possible to ensure you have a strong online profile.

Here’s a few important tips:

Pay Attention to Your Profile Image

The quality of your agency’s profile image can have a significant impact on whether or not a consumer chooses to contact your agency. We’ve found that agencies that use a photo of a person tend to get more traffic than those who use a picture of their company logo or a picture of their building because it makes your agency more relatable and real. Simply click the Change Image… button to upload your image.

Verify Map Location

An accurate location is important when calculating distance from your agency to potential consumers. Be sure to press this button to see where your agency is located on the map. If the pin is in the wrong place, simply drag it to the correct location. Press the Set Location button when you’re done.

Public Phone Number/Call Tracking Number

Your profile is assigned a unique call tracking number linked to the agency phone number you enter in this field. The call tracking number is displayed to the consumer and helps us report back to you how many referrals are calling you through your profile. When filling out this field we recommend using a producer’s phone number to ensure that consumers connect with a real person when they call instead of a phone tree.

Insurance Lines of Business Offered

This is where you indicate the lines of business your agency offers. This directly affects the types of insurance shoppers that are directed to your agency. You can further indicate specific lines of business offered (Auto, General Liability, etc.) on the corresponding Personal Lines and Commercial Lines tabs.

Agency Contact Email

This is where you tell us who should get all referral emails sent to your agency. Be sure this is someone who can respond in a timely manner to every request that comes through. The quicker your response time, the less likely the consumer will be to contact another agency.

About Us Statement

This is a short paragraph about your agency that appears on your profile. It’s your chance to explain insurance shoppers why they should do business with you. This is a great place to mention your specialties and niche markets.

Office Hours (exclusively for Advantage subscribers)

This lets visitors to your profile know when they can get in touch with you. Use the drop-down boxes to indicate your open and close times. Check the Closed checkbox to indicate that you are not open that entire day. Check the After-hours calls checkbox to indicate that you have an answering service available to take calls outside of normal business hours.

Agency Differentiators section (exclusively for Advantage subscribers)

Here you can call out additional aspects of your agency, such as years in business, states represented and special offerings such as bi-lingual staff, online services, and more.

Public Profile URL (exclusively for Advantage subscribers)

Swap your basic profile URL for a web address that complements your brand. Just click the “Personalize your URL” button to enter your custom web address. When creating your URL, follow these best practices:

  • Your company name should be included in your URL
  • Separate words using dashes. Ex: oak-mountain-agency
  • URL must contain 5-30 letters or numbers and should not contain spaces, symbols, or special characters

Once you’ve selected your new URL we will email you once it’s set up.

3) Save your changes

Great! Now you’re ready to go on to the next section!

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