Updating your Client Recommendations

Step 1

After logging into your agent portal, you will automatically be directed to the Dashboard. From the Dashboard, navigate to the upper-right corner drop-down menu.

Step 1

Step 2

Select "Settings" from the drop-down menu.

Step 2

Step 3

Once you're in Settings, select the first option on the left-hand side, "Profile."

Step 3

Step 4

Scroll down until you see the Client Recommendations section. Select "Add Recommendation."

Step 4

Step 5

Add Recommendation and Attribution.

Note - recommendations must be a minimum of 25 characters.

Step 5

Step 6

Save.

Step 6