The Agency Portal is one of our latest tools for educators with an Edvisor Distribute subscription.

It extends the benefits of being on Edvisor beyond our platform, bringing the digitalization of your pricing and program information to your entire agency network—even if they’re not on Edvisor!

It’s a true game-changer, and it’s definitely worth a try!

In this guide, we’ll walk you through all the steps you need to implement it successfully in your organization.

Ready to dive in? Here’s how to set up, launch, and scale your Agency Portal:

1. Preparing Your Agency Portal

Simply purchasing the Agency Portal isn’t enough—you’ll need to get everything in order before the grand reveal. Just like preparing your home before hosting a party, it’s essential to tidy up your digital space for your agency partners.

• Pricing Management: Keeping your pricing up-to-date is crucial. Make sure your portal reflects the latest data across all markets, so your agents always have the most accurate information at their fingertips. With our EdCover plan, we handle the updates for you—just commit to regularly reviewing your pricing to ensure everything is applied correctly.
  
  
• Polish Your Profile: If you want full adoption from your agencies—and to fully reap the benefits—you’ll need to make your profile shine. Use top-notch photos and engaging descriptions to stand out. Need help? Here are 5 tips to improve your profile.
  
  

• Onboard Your Team: Your team is crucial to the portal’s success. Make sure they’re not only familiar with its features—like program management, quoting, and payments—but also excited to use it before the big launch. A well-trained, enthusiastic team is your best asset.

2. Launching Your Agency Portal

Now that everything is in place, it’s time to unveil this exciting resource and drive widespread adoption across your network.

• Website Integration: Make your Agency Portal easily accessible by adding a prominent link to your website. This ensures that your agents can find and use the portal effortlessly, enhancing their experience and engagement. 📖 This tutorial will guide you through all the steps.
  
  
• Marketing Campaign: Launch a targeted marketing campaign to create buzz and excitement around your portal.
  
  From email blasts to a live webinar, get the word out and show your agents how this tool can transform the way they work with you.
  
  The more you promote it, the faster you’ll see it becoming an indispensable part of your network’s daily operations. Don’t miss these 5 key marketing actions to launch your Agency Portal 😉
  
  

3. Scaling Your Agency Portal

You’ve launched your Agency Portal and your agencies are starting to see the benefits—but this is just the beginning.

To truly maximize the potential of your portal, scaling is essential. It’s about keeping the momentum going, ensuring that your portal remains the go-to resource across your network.

By committing to ongoing updates, regular training, and persistent promotion, you can turn your Agency Portal into a powerful driver of growth and success.

• Continuous Updates: Regularly refresh your content, keeping your portal fresh for agents. An active portal is a trusted portal—make it a habit to keep everything current.

• Ongoing Promotion: Keep the portal top of mind with persistent communication and strategic promotion. Mention it in your newsletters, on social media, and during meetings to ensure it stays front and center for your agencies. Otherwise, they’ll revert to old methods.

• Regular Training: Host webinars and workshops to ensure your agents are fully leveraging the portal’s features. Use your regular training sessions to introduce new functionalities and keep engagement high. This tool can really transform your agency training.

👉 Explore advanced techniques and strategies for scaling your agency portal here!

Ready to Take the Next Step?

The Agency Portal is more than just a tool—it’s your gateway to stronger, more efficient partnerships with your agencies and higher productivity for your team.

If you’re ready to see the difference it can make, schedule a demo with our team. This feature is included for free for all the Edvisor Distribute users with en Expert subscription!

If you already have your portal, 💾 download our onboarding guide with step-by-step tutorials to ensure you don’t miss anything.