Help

Please view this list of help and “how to’s”

SEARCHING FOR INSURANCE AS A VISITOR OR GUEST

Our mission for the consumers is to make your search for Insurance Professionals efficient and precise. When using the search feature type in the name of the insurance “category” you are wanting. For example, personal auto. Then, if you chose to refine your search to a “location” you can “filter” the search by typing in the name of a City or State.

Searching for a particular Agent or Agency by name, type in the name and click on search.   Please note, if the Agent has decided to not include their name for some reason, type in the name of the business instead. It is up to the individual businesses to list the name of the primary agent or broker when creating their listings.  They can add the names of staff in the “Tag” section.  They can also add the name of the Staff members in the Staff member section of their listings.

Keeping the site efficient is a large task.  We ask for your help in reporting Business Owners that are over claiming their insurance services.  So, if you find a listing that does not insure they type of insurance you need, you have the option to contact us with the name of the listing and the category of insurance they claimed to offer but do not.


SEARCHING AS PROFESSIONALS FOR MARKETS, UNDERWRITERS & FORMS

The search feature for Professional is a fee based monthly subscription.  You and your staff will be able to search the Managing General Agents(ies), Program Managers, Retail Insurance Companies, Retail Agents and Wholesale Insurance Companies for the markets you need, find the underwriter that handles that class of business, have their email, phone and forms available if they chose to make them available to you. Please note, the guests and visitors will not have access to the MGA’s or Wholsalers after the site is near fully completed.

In each of the Managing General Agents and Wholesale Insurance Companies listings, they, at their option, have the ability to specify the appointment process.

The number of “Users” each Subscriber gets is published on the Pricing page. Click here for pricing.  The “entry” level comes with 2 Users. If you have more that two users you can specify the number of “users” who will need access and pay accordingly on a monthly basis.

If the Primary Account cancels, all sub users accounts will also cancel. If the account is re-enabled, all the users accounts will be enabled as well.

Please note, this the information provided above is for the “Search feature” used by Retail Agents(ies).


ADDING BUSINESSES TO THE PROFESSIONAL DIRECTORY

If you have multiple offices please add the primary office / headquarters first. (See Franchise listings page here.)

If the Primary listing cancels, all of the sub office locations will also cancel.  The Primary Parent account is responsible for payment.  We do not and will not get involved with payment arrangements from sub-offices or the financial arrangements made between Parent Office and sub-offices.


CLAIMING AN EXISTING LISTING


ADDING CATEGORIES TO BUSINESS LISTINGS


USING TAGS WITH YOUR BUSINESS LISTINGS


HOW TO CLAIM AN EXISTING LISTING


ADDING MULTIPLE OFFICES – FRANCHISE LISTING


GOOGLE ANALYTICS


PROFILE EDITOR


ADDING VIDEOS


STAFF DIRECTORY


STAFF DIRECTORY EXPERT


STAFF DIRECTORY EXPERT & FORMS


ADVERTISING BANNERS


ADVERTISING SPONSORS


 

How do I add “franchise” locations? Franchise locations are “added locations/offices” and receive the discount?  – Answer: You must be logged in.  After you are logged in find the “First” or Primary listing.  Click on the listing as if you are a “viewer” and then look to the far right. On the far right there will be “text links”  to “edit” or “add franchise”   You must have the authority or have been given authority from the person who set up the original account.