Showcase your headshot, bio, and logo for marketing materials.
Photo & personal info
Navigate to Back Office and select View marketing information under Marketing.
Select Profile and then click on the Edit button next to Photo & personal info.
Here, you will be able to enter your information under Agent information.
Note: Your email address will be greyed out. To change your email address, please contact [email protected].
You will also fill out your Agency name and address, as well as upload a Profile photo:
Click here to view our Professional Headshot Tips.
You can also add links to various sites and profiles.
Note: Sites must start with https://
Calendly Link
When you enter your Calendly link under Scheduling URL, the Scope of Appointment form will include a scheduling link that directs recipients to your Calendly page.
Select which languages you are fluent in:
You can also add a Personal bio (See below for guidance on writing your bio and an example). Click Save changes when you are done.
Agent Web Page
We will automatically create a website for you. Check out the link below to see what your agent web page could look like with your marketing profile complete!
Writing an Agent Bio
When BUILDING YOUR BIO, ask yourself:
How long have you been in the business?
“I have been in the business for x-years.”
Describe your approach to assisting prospects and clients.
“I spend as much time as needed with clients to help them understand how Medicare works.”
Give examples of past experiences with clients relating to the service you provide. How do you find your clients?
“(Most) (many) (a large %) of my clients are referrals from other clients, colleagues, community influencers, etc.”
Give details relating to your work ethic.
“I walk 3 miles every day like clockwork.”
Give a brief description of your background, e.g. birthplace, college, training, certifications
“My annual certifications allow me to make certain my clients make the right decisions about their health insurance needs.”
Honors and recognitions you have received relating to Medicare sales.
List professional memberships, designations.
Name your volunteer activities.
Favorite pastime, or how you like to spend a weekend.
Once you have gone through these questions, you can create your bio. Below is an example of what an agent bio might look like.
Agent Bio Example
Jane Doe Licensed Agent
Hailing from New Jersey, I’ve been in the Medicare and life insurance space just over two years now. I specialize in both Medicare Advantage and Medicare Supplements plans by finding the lowest-cost, highest-benefit plans for my clients. My favorite part of the job is helping things "click" for my clients -- I want them to really understand why they're in the plan that I've recommended for them. I also enjoy helping my clients navigate other parts of the complicated healthcare ecosystem, such as finding savings for their medications and qualifying for subsidy programs. Outside of work, I love playing soccer and reading about U.S. history.