02-Account-Setup

Setting Up Your Account

This guide will help you set up your account properly so you can start creating proposals right away.

Creating Your Account

Option 1: Sign Up with Google (Easiest)

Click "Sign In" on the main page
Click "Continue with Google"
Choose your Google account
That's it! Your account is created

Option 2: Sign Up with Email

Click "Sign In" on the main page
Click "Sign up with email"
Enter:

Your email address
Create a password (at least 8 characters)
Your first and last name

Click "Create Account"
Check your email for a confirmation link
Click the link in the email
You're ready to go!

Setting Up Your Profile

Your profile tells clients who you are. Here's how to set it up:

Step 1: Go to Profile Settings

Click your name in the top right corner
Select "Profile" from the dropdown menu

Step 2: Add Your Basic Information

Fill in these important fields:

Your Name - First name and last name - This appears on all your proposals

Professional Title - Example: "Senior Insurance Agent" - Or: "Insurance Specialist" - Or: "Account Executive"

License Number - Your insurance license number - Very important for legal compliance - If you don't have one yet, leave it blank for now

Phone Number - Your work phone number - Clients will see this on proposals - Format: (555) 123-4567

Email Address - Your professional email - Where clients can reach you - Make sure it's spelled correctly

Step 3: Add Your Photo

Having a photo builds trust with clients.

Click "Upload Photo"
Choose a photo from your computer
Best practices for photos:

Use a clear, professional photo
Smile and look friendly
Wear professional clothing
Make sure your face is clearly visible
File should be JPG or PNG

If you need to edit your photo: 1. Click "Edit Photo" after uploading 2. You can: - Crop it to focus on your face - Adjust brightness - Apply professional filters 3. Click "Save Changes"

Step 4: Add Your Agency Information

This connects you to your insurance agency:

Agency Name - Select from the list or type your agency name - If not listed, contact support to add it

Agency Address - Your office address - Appears on proposals

Agency Phone - Main office number

Agency Logo - Upload your agency's logo - Should be high quality - PNG format works best for logos

Step 5: Add Your Signature

Your digital signature appears on proposals:

Click "Add Signature"
You have three options:

Draw - Use your mouse or finger to draw
Type - Type your name and choose a style
Upload - Upload an image of your signature

Click "Save Signature"

Choosing Your Subscription Plan

Free Plan

Perfect for trying out the system: - 5 proposals per month - Basic features - Email support

Starter Plan ($29/month)

Good for individual agents: - 50 proposals per month - All basic features - Priority support - Custom branding

Professional Plan ($79/month)

Best for active agents: - Unlimited proposals - All features - Phone support - Advanced analytics - Multiple templates

Enterprise Plan (Custom pricing)

For agencies and teams: - Everything in Professional - Multiple users - Custom features - Dedicated support

How to Choose a Plan

Go to Settings → Billing
Review the plans
Click "Select Plan" on the one you want
Enter payment information
Click "Subscribe"

You can change plans anytime!

Setting Up Integrations

Connect Your Email

Go to Settings → Integrations
Click "Email Integration"
Choose your email provider:

Gmail
Outlook
Other

Follow the connection steps
Test by sending yourself an email

Connect Google Places

This helps auto-complete business addresses:

In Settings → Integrations
Find "Google Places"
It's usually already connected
If not, click "Connect"

Security Settings

Keep your account safe:

Set Up Two-Factor Authentication

Go to Settings → Security
Click "Enable Two-Factor Authentication"
Download an authenticator app on your phone:

Google Authenticator
Microsoft Authenticator

Scan the QR code
Enter the 6-digit code
Save your backup codes somewhere safe

Create a Strong Password

Good passwords have: - At least 12 characters - Mix of uppercase and lowercase letters - Numbers - Special characters (!@#$%^&*)

Example: "MyDog$Spot2024!"

Set Up Account Recovery

Go to Settings → Security
Add a backup email address
Add a recovery phone number
This helps if you forget your password

Customizing Your Workspace

Choose Your Theme

Go to Settings → Theme
Choose:

Light Mode - Bright and clean
Dark Mode - Easier on the eyes
Auto - Changes based on time of day

Set Your Preferences

In Settings → Preferences:

Language - English (default) - Spanish (coming soon)

Time Zone - Select your time zone - Important for scheduling

Date Format - MM/DD/YYYY (US format) - DD/MM/YYYY (International)

Currency - USD (US Dollars) - Other currencies available

Testing Your Setup

Before creating real proposals, test everything:

Create a Test Proposal

Use a fake business name like "Test Company"
Try all the features
See how it looks

Send Yourself a Test Email

Make sure emails work
Check the formatting

Download a Test PDF

Make sure PDFs generate correctly
Check your logo and signature appear

Common Setup Problems

Can't Sign In?

Check your email is typed correctly
Check caps lock is off
Try resetting your password

Photo Won't Upload?

Make sure file is under 5MB
Use JPG or PNG format
Try a different browser

Agency Not Listed?

Contact support to add your agency
Provide agency license number
Takes 24-48 hours to add

Ready to Go!

Your account is now set up! You can: - Start creating proposals - Customize your settings more - Invite team members (if on team plan)

Need Help?

If you have problems: 1. Check the Troubleshooting Guide 2. Use the chat support (bottom right corner) 3. Email support@insuranceproposals.com 4. Call support: 1-800-XXX-XXXX (Monday-Friday, 9am-5pm)

Remember: A complete profile makes you look more professional and builds trust with clients!