About Your Business

No — About Your Business is one page in the Marketing Profile editor, but it's split into six tabs so the form stays manageable: About You, Hours Available, Area Located, Insurance Coverages, Company Partners, and Quote Engines.

Each tab saves independently. You can complete one tab now and come back to the others later without losing your work. The completeness checklist at the top of the page tells you which sections still need attention.

On the About You tab, scroll to Profile Picture and use the file picker to choose a JPG, PNG, GIF, or WebP image. A crop tool opens automatically so you can zoom and reposition before saving.

This is the same picture your account uses everywhere on the platform — your public profile, search results, the home-page agent grid, and any blog post you author. Pick a clean, well-lit headshot. It's the first thing a prospect sees.

It's how we show your years of experience to prospects. The year you select gets subtracted from the current year and surfaces on your public profile and in earned badges (5+, 10+, 20+ Years Experience).

It also feeds the Match Percentage when a consumer searches for an agent. Five or more years of experience scores the maximum credit, with smaller boosts down to one year — so even newer agents get partial credit.

Languages widen the pool of prospects who can find and trust you. Consumers can filter agent search results by language, so checking every language you actually speak puts you in front of buyers who otherwise wouldn't reach out.

Speaking more than one language also unlocks the Bilingual and Multilingual badges that appear on your public profile — a strong, immediate trust signal for prospects who want to do business in their first language.

Your byline is a one-line slogan that appears just under your name on your public profile. Think of it as the headline a prospect reads before they decide to keep scrolling.

Keep it short, specific, and human — what you do and who you do it for. Something like "Protecting families across Texas with honest, no-pressure advice" beats "Independent insurance agent" every time.

No — they're two different fields, and that confusion is common. Extra Services Offered (on the About You tab) is for the non-policy things you do for clients: online bill pay, eSignature, in-home visits, chat support, multilingual support, extended hours, anything that sets you apart operationally.

The actual coverages you sell — Auto, Home, Term Life, Medicare Advantage, etc. — live on the Insurance Coverages tab. Those drive what consumer searches you appear in. Extra Services are just the value-adds you advertise on top.

Write to the prospect, not to the industry. Open with who you help and what problem you solve, then back it up with specifics — number of carriers you represent, types of clients you specialize in, your process for shopping a quote.

A few things that consistently move the needle:

• Lead with the customer outcome ("families saving on Medicare", "small businesses lowering their workers' comp premium") before talking about yourself.
• Drop in local proof — towns, neighborhoods, or counties you serve. This also helps the page rank for local searches.
• Keep paragraphs short. Most people skim on a phone.
• Close with a clear next step (call, schedule, request a quote).

Your About You is one of the most-weighted fields for both the Match Percentage and your Profile Completeness score, so it's worth getting right.

If you have a video introducing yourself or your practice — YouTube, Vimeo, Wistia, anything that gives you an embed — you can drop it into About Video Embed and label it with the About Video Title. The title shows above the player on your public profile.

Neither field is required, but a 60-90 second intro video is one of the highest-converting things you can add. Prospects who watch a video before reaching out reach out warmer and convert faster than ones who just read.

Every required field on About You counts toward your Profile Completeness, and several feed the Match Percentage directly. The ones that matter most:

• Profile Picture — the first thing a prospect sees.
• Year You Started — drives years-of-experience credit in Match Percentage and earns experience badges.
• Languages You Speak — unlocks language search filters and Bilingual/Multilingual badges.
• Byline — your headline.
• About You — your story, written for the prospect.
• Extra Services Offered — the operational differentiators that set you apart.

The video title and embed are optional but a strong nice-to-have. Treat the rest as required.

Yes. Set From / To times for every day of the week, or check the Closed box on days you don't take calls. Each day is required for the Hours Available section to count as complete.

Your hours do real work on the consumer side: a prospect can filter search results by Open Now, and we hide agents whose listed hours say they're closed. Realistic hours beat aspirational ones — if you don't actually answer at 9pm, don't list it.

City, State, and Zip Code are required. Those three drive where you appear in local search and city/state directory pages.

Address 1 and Address 2 are optional. They're only used when you opt-in to displaying a Google map on your public profile — useful if you have a storefront prospects can visit, less so if you work from home.

Coverages are grouped under five main categories on the Insurance Coverages tab: Auto, Home & Property, Life & Annuities, Business, and Medicare. Each category expands to dozens of specific coverage types you can check.

At least one coverage is required for the section to count as complete — but be generous. Every coverage you check is a separate search where consumers can find you. The pill counters at the top of the tab show how many you've selected per category in real time.

Yes. Each of the five main categories (Auto, Home & Property, Life & Annuities, Business, Medicare) opens into a list of specific coverage types — for example, Life & Annuities breaks out into Term Life, Whole Life, Universal Life, IUL, Annuities, Final Expense, and more.

Click the category header to expand or collapse its list, then check the specific coverages you write. The more granular you are, the more targeted searches you show up in.

Company Partners is where you list the carriers you're appointed with. Start typing a carrier name and the autocomplete suggests matches from our catalog; click to add it as a tag. You can add as many as you actually represent.

Two reasons it matters: consumers can filter agent searches by carrier (someone looking specifically for a Mutual of Omaha quote will find you faster), and the count of carriers you list unlocks the Multi-Carrier badge on your public profile — a key trust signal that separates independents from captive agents.

If you have an active quote engine subscription, the Quote Engines tab lets you pick one quoter per insurance type — Life, Final Expense, Medicare, ACA Health, etc. — to embed directly on your public marketing profile.

When a prospect lands on your profile and runs a quote, the lead comes straight to you — no shopping around, no shared leads. The quote engine selector only shows quoters you've already created in the Quote Engines section of your dashboard, so build the quoter first, then attach it here.