Wiki / Getting Started
Getting Started
Set up your agency and take the first-week walkthrough.
- Welcome to Agency EdgeWhat Agency Edge does for an insurance agency, what the owner and a Basic team member each see, and the six steps of your first week.
- Create your office: the setup wizardThe setup wizard takes a new owner from an empty account to a working office. Here is every step in order, and what you can skip and finish later.
- Get access and sign inHow to create an Agency Edge account, join an office you were invited to, sign in afterwards, and reset a forgotten password.
- Invite and set up your teamAdd each person with the guided Add Team Member window, send their invite, choose what they can see, and mark people who leave as Departed.
- Upload your first sales fileBring your sales in from a spreadsheet. Choose the file, check the column mapping, press Upload & Process, and see the month on Home.
- Upload your first leads fileUpload a file from a lead vendor. Choose Internet Leads, pick the lead provider and lead type, check the column mapping, then upload.
- Set your yearly goalsWhere yearly goals are entered, how each one becomes twelve monthly goals, goals per product and per person, and what Home shows once they exist.
- A tour of HomeHome, top to bottom: the month, the goal sentence, Policies and Premium with pace and projection, Top Producers, and a two-minute morning check.