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Knowledge Base / Marketing Profile / Contact Info

Contact Info

Common questions about Contact Info answered in plain English. Part of the Marketing Profile section of our agent knowledge base.

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What fields are important on the Contact Info page?

Three things are required for the Contact Info section to hit 100% complete: Phone Number, Website Address, and at least one social or scheduling URL (LinkedIn, Facebook, X, YouTube, Instagram, or your Schedule URL — any one of the six counts).

Phone and website are the two ways prospects most often reach you off-platform. Listing your website also gives you a backlink from Insurance Storefronts, which is a small but real SEO boost for your own domain.

Are all the social media fields required?

No. You only need one of the six URL fields filled in (LinkedIn, Facebook, X, YouTube, Instagram, or Schedule URL) for the section to count as complete. Add whichever ones you actually maintain.

That said, more is better — each link gives a prospect another way to vet you before they make contact. Empty social fields are fine; abandoned or stale profiles linked from your marketing profile are not. Only list accounts you'd be proud for a stranger to land on.

How is the Schedule URL field used on the profile?

If you use a scheduling tool — Calendly, Google Calendar, HubSpot, Doodle, Morgen, or similar — paste the public booking URL here. Prospects on your profile get a direct path to book time with you instead of playing phone tag.

It also counts as one of the six "social / contact URL" options that satisfy the Contact Info completeness requirement, so if you don't want to list any social accounts, adding a Schedule URL alone is enough.

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