Edit Agency Profile

Use the Edit Agency Profile page to view and update information about your agency -- either that which is maintained in your agency's AgencyEDGE account or that which will be visible to agents whom you invite to connect or who already are connected with your agency's network. You also may customize a message to connected agents who view your agency's profile.

To open the Edit Agency Profile page, in the AgencyEDGE navigation bar, click the Administration link. The Administration page will open. Then, in the Account Management group, click the Edit Agency Profile link.

The Edit Agency Profile page contains the following sections:

Agency Information

Displays information about your agency as applied to your AgencyEDGE account.

• Account ID: Display only. Displays your agency's unique subscriber identification number, issued by Vertafore.
• Account Created: Display only. Displays the date on which your agency's AgencyEDGE account was created.
• FEIN: Display only. Displays your agency's 9-digit Federal Employer Identification Number.
• Basic/Premium Subscriber Since: Display only. Displays the date on which your agency's current subscription level became effective.
• Change Subscription Level: Click to open the Change Subscription Level page, where you can update your agency's AgencyEDGE subscription level.

Public Profile Information

• Agency Name: Required. Displays the full business name of your agency. Enter an updated value, as desired. The name you enter will be displayed exactly as entered throughout AgencyEDGE.
• Address Line 1: Required. Displays the first line of your agency's mailing or physical address, such as P.O. Box number, street number and street name, etc. Enter an updated value, as desired.
• Address Line 2: Displays the second line of your agency's mailing or physical address, such as suite number, etc. Enter an updated value, as desired.
• City: Required. Displays the name of the city of your agency's mailing or physical address. Enter an updated value, as desired.
• State: Required. Displays the name of the state of your agency's mailing or physical address. From the dropdown menu, select an updated value, as desired.
• ZIP Code: Required. Displays the 5- or 9-digit ZIP code of your agency's mailing or physical address. Enter an updated value, as desired.
• Phone Number: Required. Displays your agency's 10-digit business phone number, beginning with area code. Parentheses or hyphens are optional. Enter an updated value, as desired.
• Phone Extension: Displays the extension of your agency's business phone number. Enter an updated value, as desired.
• Fax Number: Displays your agency's 10-digit facsimile phone number, beginning with area code. Parentheses or hyphens are optional. Enter an updated value, as desired.
• Contact First Name: Required. Displays the first name of the primary contact person in your agency's relationships with agents who are connected with your agency's network. Edit an updated value, as desired.
• Contact Last Name: Required. Displays the last name of the primary contact person in your agency's relationships with agents who are connected with your agency's network. Edit an updated value, as desired.
• Contact Email Address: Required. Displays the email address of the primary contact person in your agency's relationships with agents who are connected with your agency's network. Edit an updated value, as desired.

Message to Agents

• Message: Enter a plain text message that will be visible to agents connected to your agency's network who view your agency's profile. Enter up to 1000 characters, not including spaces or hard returns.

Page Controls

• Save: Click to validate and commit all changes to the system. If valid, the following message will display at the top of the page: "Success - Your profile has been saved." You may need to logout and log back in to the system in order to see the changes.
• Cancel: Click to abort changes and close the page. The AgencyEDGE Home page will open.