Help us help you deliver on your digital referral experience
We know you’re busy. You’ve got prospects to meet, customers to retain, Agency Nation insurance marketing podcasts to listen to—not to mention downtime to relax with friends and family—but we need a favor.
Will you take a few minutes update your Advantage Profile account’s agency contacts list?
Here’s why it’s important: Updating your contact list ensures that referrals go directly to the right producer or agency contact, for the lines of business they want and exactly how they want to be notified. Plus, regular contact list maintenance not only provides a great client experience, it helps us communicate important product updates and news, too.
How to update your account’s contact list
Your agency contact information originally populated from data you have on file with your State Association. If this information is not up to date, just follow the steps below—then get on with your day!
- Sign into your TrustedChoice.com account at https://solutions.trustedchoice.com.
- If you are assigned the administrator role at your agency, you will see and click Team Members (see image below) in the menu under the TrustedChoice.com logo. Note: If you don’t see the Team Members menu item, ask your agency administrator for access or email us at support@trustedchoice.com.
- If a team member is no longer with your agency, remove the person by clicking on the trash can icon.
- If a team member’s information needs to be updated, clicking on the person’s name will send you to their user information page. Update the information and save.
- You can reset a their password, update their appetite and set their notifications. Note: To enable mobile alerts for the team member, they must enter the confirmation code provided on their mobile phone.
- If you need to add more team members to your agency, click the Add Team Member button.
- Add the information in Account Details and Click on CREATE (to Save). Don’t forget to add a photo, as it helps the insurance shopper to connect visually with your staff.
- If the team member will be working with referrals, be sure to go to the Appetite tab and select the lines of business they work with.
- On the Notifications tab you can set how they should get notified about incoming referrals. Note: To enable mobile alerts for the team member, they must enter the confirmation code provided on their mobile phone