Managing Your Agent Profile

Your agent profile is the cornerstone of your website. It’s where visitors learn about you, your experience, and how to contact you. This guide will walk you through setting up and maintaining your professional profile.

Accessing Your Profile

1. Log in to your admin panel
2. Click on Agent Details in the main navigation
3. Select your profile to edit

Profile Sections

Agent Name and Title

Your name and professional title appear prominently on your website.

Agent Name

• Enter your full professional name
• This field is required

Agent Title

• Add your professional designation (e.g., “Insurance Agent”, “Field Agent”, “General Agent”)
• This helps visitors understand your role

Agent Photo

A professional photo helps build trust with potential clients.

Uploading Your Photo:

1. Click the Choose file button in the Agent Photo section
2. Select an image from your computer
3. Click Upload

Best Practices:

• Recommended size: 400x400 pixels
• Format: PNG or JPG
• Style: Professional headshot with good lighting
• Background: Neutral or professional setting
• Dress: Business professional attire

Agent Biography

Your biography is your opportunity to tell your story and connect with potential clients.

Tips for Writing Your Bio:

• Keep it concise (250 words maximum)
• Highlight your experience and qualifications
• Mention your connection to the Knights of Columbus
• Share what makes you passionate about helping clients
• Use a professional but approachable tone
• Include any relevant certifications or achievements

Example Structure:

I've been serving families as a Knights of Columbus insurance agent
for [X] years, helping them protect what matters most. As a proud
member of the Knights of Columbus, I understand the importance of
faith, family, and financial security.

My approach is simple: I take the time to understand your unique
needs and goals, then work with you to create a comprehensive
plan that provides peace of mind for you and your loved ones.

[Include any relevant certifications, awards, or special achievements]

When I'm not helping families secure their future, you'll find me
[personal touch - family, hobbies, community involvement].

Contact Information

Make it easy for clients to reach you.

Agent Email

• Enter your professional email address
• This will be displayed on your website
• Visitors can click to send you an email

Agent Phone

• Enter your business phone number
• Include area code
• Format: (555) 123-4567 or 555-123-4567

Meeting Link

• Add a link to your online scheduler (e.g., Calendly, Microsoft Bookings)
• This allows visitors to schedule appointments directly
• Example: https://calendly.com/yourname

Agency Information

Provide details about your agency location.

Agency Name

• Enter the name of your agency or office

Agency Website

• If you have an agency website, add the URL here
• Include the full URL (e.g., https://www.example.com)

Physical Address

Complete all address fields:

• Address: Street address
• Suite: Suite, unit, or office number (if applicable)
• City: City name
• State: Select from the dropdown menu
• ZIP Code: 5-digit ZIP code

This information helps local clients find your office and builds trust through transparency.

Saving Your Changes

After making any updates to your profile:

1. Review all your changes carefully
2. Click the Save button at the top or bottom of the page
3. Wait for the confirmation message

Live Preview

Your changes may take a few moments to appear on your public website. The system will automatically rebuild your site when you save.

Publishing Your Profile

Your profile updates are typically published automatically when you save. However, if you’re working on significant changes, you can:

1. Save your work as a draft
2. Review the preview
3. Publish when ready

Best Practices

Keep Information Current

• Update your contact information immediately if it changes
• Refresh your photo every few years
• Review and update your bio annually

Professional Presentation

• Proofread all text for spelling and grammar
• Ensure phone numbers and email addresses are correct
• Test all links (meeting scheduler, agency website) regularly

Privacy Considerations

• Only share contact information you’re comfortable making public
• Consider using a business phone number rather than personal
• Use a professional email address

Need Help?

If you have trouble updating your profile or have questions about any field, visit our support page for assistance.