If you’ve indicated that you offer Personal Lines on the Basic tab of your agency profile, then you will want to review these settings to make sure you get referrals, if you’re signed up to get referrals, for only the lines you offer. Advantage subscribers also have additional features to further control what types of personal line referrals they get.
1) Press the 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
The following sections can be found in the Personal Lines settings page:
Lines of Business
This field indicates the specific lines you offer and controls the types of referrals that are sent to you. The most common personal insurance lines are selected automatically for you. If you do not offer one of the lines of business selected for you, just click the “x” next to that item to remove it. If you are an Advantage subscriber you can also use the drop-down box to add additional lines.
Consumer Insurance Situations (exclusively for Advantage subscribers)
Do you prefer to only serve consumers who are currently insured? Indicating your preference here will ensure that only consumers matching these criteria will be sent to you.
Referral Email (exclusively for Advantage Professional subscribers)
All referrals are sent to the email address you entered in the Agency Contact Email field on the Basic tab of your profile. However, you can also have personal lines referral emails specifically sent to an additional email address using Referral Email field on the Personal Lines tab. Remember, it’s important to use the email of a person who will be available to immediately respond to incoming requests. The faster you respond, the less likely the consumer will be to contact another agent.
Carrier Appointments (exclusively for Advantage subscribers)
Get ranked higher in search results on TrustedChoice.com by indicating the carriers you are appointed with! If the carrier you select is also a TrustedChoice.com member carrier, your agency will be ranked higher than agencies who are not appointed by member carriers.
3) Save your changes
Great! Now you’re ready to go on to the next section!
