How to manage your services

Buyers have various insurance needs, and you need to get matched with ones who require similar services that you offer.  

Once the insurance seeker provides Agency Height with their requirements, we only show them a list of agents or agencies that fits the requirement. So, updating and managing the services you intend to provide through Agency Height is crucial for buyers to connect with you.  

 

Simply log in to Agency Height with your credentials to manage your services.  

Once you’ve logged in, you can see your personalized dashboard. Now, hover on the left side of your screen and click on the My Profile button through the navigation sidebar.

Once you click on My Profile, it will redirect you to your profile page.

Then click on the Edit Profile icon located beside the View Profile button.

 

Click on Save Changes, and in the third step, you’ll be redirected to the Service Details edit page.

You can now make the necessary changes and fill in your services information. Make sure you click Save Changes once you’re done.

 

Here are some helpful tips on how to manage services for your listing:  

• Evaluate your services and compare those of other agents 
• Make changes to your services as needed 
• Regularly update if you add any services to your portfolio 

 

We hope this article has been helpful. For further queries and assistance, check out our other resources to get answers.