Getting Ready for Your Agency Revolution Setup

In just a few short steps, you’ll be on your way to using the most powerful content tools for insurance professionals. Scroll on for detailed instructions to get started. We’ll walk you through your account preparation so that you have everything handy to get started.

Portrait Image

01

As part of your Agency Revolution account setup, you’ll need to upload a portrait image. Locate your headshot image file and save it to your desktop for easy access.

Logo

02

Do you know where your logo is? Just like with your portrait image, locate that image file and save it somewhere handy! You'll need it for setting up your Agency Revolution account.

Contacts

03

How are you currently managing your contacts? If you have your contacts stored in a different platform, download them as a CSV file for easy importing to your Agency Revolution account.

Social Media

04

You will be connecting your social media profiles so that Agency Revolution can post on your behalf, when you want us to. For smooth setup, make sure you know your login credentials.

If you've forgotten your user names and passwords (hey, it happens to the best of us), reset those passwords now.

The accounts that you'll be able to set up are Twitter, Facebook, and LinkedIn.

Portrait Image

01

As part of your Agency Revolution account setup, you’ll need to upload a portrait image. Locate your headshot image file and save it to your desktop for easy access.

Logo

02

Do you know where your logo is? Just like with your portrait image, locate that image file and save it somewhere handy! You'll need it for setting up your Agency Revolution account.

Contacts

03

How are you currently managing your contacts? If you have your contacts stored in a different platform, download them as a CSV file for easy importing to your Agency Revolution account.

Social Media

04

You will be connecting your social media profiles so that Agency Revolution can post on your behalf, when you want us to.

For smooth setup, make sure you know your login credentials. If you've forgotten your user names and passwords (hey, it happens to the best of us), reset those passwords now.

The accounts that you'll be able to set up are Twitter, Facebook, and LinkedIn.

You’re Almost There!

Thanks for following along! As a reminder, you’ll be notified when your Agency Revolution account is ready for you.