by Viviana Buzo | Aug 3, 2021 | Get Started Guide
The Basic Info tab in the Agency Profile section of your TrustedChoice.com account contains core information about your agency. This information controls what is shown to consumers on your TrustedChoice.com profile so it is important to make sure it is accurate and...
by Viviana Buzo | Aug 2, 2021 | Get Started Guide
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...
by Viviana Buzo | Aug 1, 2021 | Get Started Guide
If you’ve indicated that you offer Commercial Lines on the Basic tab of your agency profile, then you will want to review these settings to make sure your agency gets the types of referrals you really want. 1) Press the Edit Agency Profile button This puts your...
by Viviana Buzo | Jul 30, 2021 | Get Started Guide
Advantage subscribers can use the Team Members feature to display team members on their agency profile and/or to give people account access to work with referrals and manage agency information. 1) Click the Team Members link in the menu 2) Review the list of...
by Viviana Buzo | Jul 29, 2021 | Get Started Guide
The Ratings and Reviews feature on your TrustedChoice.com profile gathers and displays positive feedback about your agency. Here’s how it works and how you can solicit more reviews for your profile and view the results. Why are reviews important? It’s a fact: 97% of...
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