Get Set Up for Success

Make the most out of your Assurance Alliance tools by following the steps below. In no time at all, you’ll be set up and ready to go.

Profile Setup

Fill out all your important details

Import Contacts

Easily import all your contacts

Setting Up Your Profile

    1. Let’s get started by setting up your profile! On the left hand menu, underneath Setup, click Profile. This will open the following options underneath Profile:
      • Contact Information
      • Portrait Image
      • Logo
      • Disclosures
      • Social Media
    Click Contact Information.


  1. Fill out the form on this page. Once you are done, click Publish at the top right corner of the screen.



  2. Navigate back to the left hand menu in the Profile section, and click Portrait Image.



  3. Use your mouse to hover over Update Image and select Upload Portrait. Select and crop your portrait image. Click Publish.



  4. Navigate back to the left hand menu in the Profile section, and click Logo.



  5. Use your mouse to hover over Update Image and select Upload Logo. Select and crop your logo image. Click Publish.



  6. Navigate back to the left hand menu in the Profile section, and click Social Media.



  7. Here you can link to the following social media accounts:
    • LinkedIn
    • Twitter
    • Facebook



  8. In another window or tab, navigate to any of the social media profiles that you have. Access your profile as if you were going to share it with someone, and copy that URL.

  9. Paste those URLs in the LinkedIn, Twitter, or Facebook fields. Click Publish.

Import Your Contacts

  1. On the left hand menu, underneath Marketing Tools, click Email to open the Email submenu. Click Contacts.



  2. There are two main ways to add contacts: Import a CSV or Sync a CRM. To import a CSV, choose Import a CSV. To sync a CRM, select the CRM that you use.



Once you complete these steps, your Accelerate by Assurance Alliance account is officially set up.