Get Set Up for Success

Make the most out of your Agency Revolution tools by following the steps below. In no time at all, you’ll be set up and ready to go. Remember, the sooner you complete these steps, the sooner compliance can review your profile.

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


  1. Fill out the form on this page. Once you are done, click Publish at the top right corner of the screen. This will send your contact information to compliance.



  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 to send your portrait image to compliance.



  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 to send your logo to compliance.



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



  7. Enter in your location information. Click Publish to send your location information to compliance.



  8. Navigate back to the left hand menu in the Profile section, and click Disclosures.

  9. Enter your disclosure information. Click Publish to send your disclosure to compliance.

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



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



  12. 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.


  13. Paste those URLs in the LinkedIn, Twitter, YouTube, or Facebook fields. Click Publish to send your social media URLs to compliance.

Import Your Contacts

  1. On the left hand menu, underneath Settings, click Contacts and then click Manage Contacts.



  2. Once you’ve navigated to this section, you can either choose your CRM to directly import your contacts, or import your contacts by using a CSV.



Once you complete these steps, your account is officially set up. You’ll need to wait a few days while compliance reviews your information. Keep an eye for an email letting you know you’re approved and then your Agency Revolution account will be ready to use.

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