Located in the My Account section, your Branding Profiles tab controls the company name, logo, and contact information that appears on your correspondence with clients and prospects. Every client and prospect is associated with a brand. In most cases, this is your default brand. This brand controls the logo and contact information clients see on marketing and status emails, printed letters and flyers, custom-branded website pages available to Marketing package subscribers, and any other consumer materials you create within Insureio.

There are three steps required to set up your account: filling out your personal information, configuring your email, and setting up your brand.

In this article, we'll cover how to set up your branding profile.


It's extremely important to set up your branding profile correctly.

Information you include here will auto-populate status and marketing emails that go out to clients. If you do not fill out your branding profile completely and correctly, your clients may receive emails that contain blanks instead of important information like your name and contact information.

Note: Fields in red must be filled in for status and marketing emails to populate correctly.

Jump to a section:


Viewing Your Profile

1. In the My Account section, click Branding Profiles.

My Account - Branding Profiles

2. Double-check your default profile. The first time you log in, you'll see your name listed as your default profile. Every Insureio user begins with the account holder's name brand profile as their default. Beneath your default profile selection, you'll see a list of your available profiles. If you create additional brand profiles, you can then set a new profile as your default using the Make Default button. The phone number listed with your brand will auto-populate based on the phone number you entered when you created your account. You can always change it by modifying the brand details, as explained below.

My Account - Branding Profiles

3. Click the dropdown arrow to the right. Choose Modify.

My Account - Branding Profiles

4. There are several information blocks you can view and modify. We'll go over each of them in detail below. They include contact info (name, phone, company, email, website/social, address), initial status type, logo, and marketing header image.

My Account - Branding Profiles - Details to Modify

Completing Your Profile

Contact Info

Name - Required:  Fill in your name as you want your clients and prospects to see it. Insureio will auto-fill this field with the first and last name of the account holder. Click inside the text box to change the default entry. Marketing and status templates use this as part of an email signature block.

Phone Number - Required:  Fill in your brand's phone number as you want your clients and prospects to see it. If you do not fill in a brand phone number, the system will automatically fill in the phone number in your personal profile. Marketing and status templates use this as part of an email signature block.

Company - Required: Fill in your company name as you want your clients and prospects to see it. Your company name will appear beneath your agent name - you should distinguish your company name if both of these are the same. For example, your name might be John Smith and your company name might be John Smith Insurance Agency or Insurance Agent. Marketing and status templates use this as part of an email signature block.

Email - Required: Click Add An Email and fill in your email address as you want your clients and prospects to see it. Insureio will save your information automatically. Marketing and status templates use this as part of an email signature block.

Website / Social Account - Required: Click Add A Website Or Social Media Account. From the dropdown menu provided, choose website, LinkedIn, Facebook, Twitter, or Google+. Fill in the complete URL of your website, including http:// or https://, OR the custom URL fragment of your desired social media account. Marketing and status templates use this as part of an email signature block.

For a website: http(s)://yourURLhere.com For LinkedIn: http://www.linkedin.com/in/enter this portion of the URL For Facebook: https://www.facebook.com/enter this portion of the URL For Twitter: https://twitter.com/enter this portion of the URL For Google+: https://plus.google.com/enter this portion of the URL

My Account - Branding Profiles: How To Add Your Website or Social Media Account

Address - Required: Fill in your brand's address as you want your clients and prospects to see it. You can mark an address as home, work, or mailing using the dropdown menu provided. Marketing and status templates use this as part of an email signature block.

Initial Status Type

This field allows you to set a status type for any new lead that enters the system under this brand. Every lead must have a status type associated with it, which is dictated by the statuses available to that brand. The default status is "prospect." Even if you do not select "prospect" as a status type here, your new leads for this brand will be set to this status. You can choose any of the global statuses available through the dropdown menu (i.e., "New Lead," "New Lead w/Agent Email Notification," etc.). If you have created a custom status within the Agency Management tab, you'll see that available to you in the dropdown menu as well.

My Account - Branding Profiles: Initial Status Type

Sample Workflow: An agency manager sets up their brand in this tab. In the Agency Management tab, they could then assign an employee to this brand. That employee would then be able to send marketing emails as this brand.

Logo

Insureio's consumer-facing eMarketing website, InsuranceDivision, has a placeholder for your logo. You can also add this logo to any email templates you create or clone. The placeholder is a square 200 pixels x 200 pixels. For best results, upload a square image that will fit these dimensions. If your logo isn't square, you can still position it in the center of the logo placeholder. We'll show you how below.

Step 1: Click on the default Insurance Division logo. If you hover your mouse over the default logo, you'll see a prompt asking you to click to choose a different logo.

My Account - Branding Profile: How to Add Your Logo, Step 1

Step 2: Upload the logo you want your clients and prospects to see in their communications with you.

My Account - Branding Profile: How To Add Your Logo, Step 2

Step 3: Drag your logo into the placeholder and reposition as needed. Click Save.

My Account - Branding Profile: How To Add Your Logo, Step 3

Step 4: Click Save Profile at the bottom of the screen after the upload is complete.

My Account - Branding Profile: How To Add Your Logo, Step 4

FOR ADVANCED USERS: Want to display this logo in an Insureio email template? Create a new template or clone an existing template. Use the curly brace {{ profile.logo_thumb }} for a small 100 pixel x 100 pixel logo, or use {{ profile.logo }} to display the full-sized 200 pixel x 200 pixel version of your logo.


Marketing Header Image

Required: Insureio's status and marketing email templates all have a placeholder for your header image. The placeholder is rectangular, with maximum dimensions of 540 pixels wide by 200 pixels tall. For best results, upload a rectangular image that will fit these dimensions. If you're not sure what your header image should include, start with your logo and contact information, as in our sample below. For a detailed walk-through and tips on using marketing headers, click here.

Marketing templates will automatically pull this header into each template before sending. By default, the header image will display at a smaller size than you uploaded. This is a failsafe for accounts that do not have a header image - should a user skip this step, their brand logo will display instead to keep the end result professional looking. If you want to display your header at full size, two additional steps are required - we'll walk you through it below.

Sample marketing header:

SampleHeader

Step 1: Click on the placeholder image. If you hover your mouse over this image, you'll see a prompt asking you to click to choose a different header image.

My Account - Branding Profile: How To Add Your Marketing Header, Step 1

Step 2: Upload the header you want your clients and prospects to see in your brand's marketing emails.

My Account - Branding Profile: How To Add Your Marketing Header, Step 2

Step 3: Drag your logo into the placeholder and reposition as needed. Click Confirm. Header too big? Use the red resize handles at the edges of your image to resize, then position in the placeholder.

My Account - Branding Profile: How To Add Your Header Image, Step 3

Step 4: Click Save Profile after the upload is complete.

My Account - Branding Profile: How To Add Your Marketing Header, Step 4

FOR ADVANCED USERS: Want to display the full-size version of your header image in your marketing emails? We've got a detailed walk-through here. In a nutshell, first you'll clone the marketing template you want to use - you may want to append "Full Size Header" to the template name to help you remember. In the template's visual editor, look at the top for the merge tag {{ profile.header_small }}. Delete _small, so you end up with a merge tag that reads {{ profile.header }}. Save your template. When you send emails using this adapted template, the header image will fill the full 540 x 200 pixel area.


Using Multiple Brands

All Insureio subscribers can create and use multiple brands. Using more than one brand is helpful if you have multiple lead-gen websites, association or affiliate partners, or multiple operating names/companies. It can also simplify tracking and reporting if you submit business under different hierarchy, sales, or business relationships.

Setting Up Multiple Brands: In the My Account / Branding Profiles tab, click the blue New Branding Profile button. Enter your new brand's details as described above. Click the Save Profile button. To exit without saving, click outside the data entry window.

My Account - Branding Profiles: Create a New Brand

Changing Your Default Brand: Once you've set up one or more profiles, you can choose which one should be the default brand. Here's how:

Step 1: In the My Account / Branding Profiles section, find the Default profile text box.

My Account - Branding Profiles: How to Change Your Default Brand, Step 1

Step 2: Click inside the text box. Start typing the name of the brand you want to make your default. Insureio will show you all available options that match what you've typed. Click to select the brand you want. You'll see that brand in the text box now.

Step 3: Click the blue Make Default button to save your selection as the default brand.

My Account - Branding Profile: How to Change Your Default Brand, Step 3


Ready for the next step?

Your personal information and your brand profile are all set up!

Now it's time to configure your email account so the system can send status and marketing emails on your behalf.