Your Agency Portal's success isn't just about its functionality; it's about your dedication to actively managing and consistently promoting it. A well-maintained and visible portal can revolutionize how you connect with your agents, streamline processes, and strengthen relationships. 

To truly harness your portal's power, you must embrace effective practices after its launch. Here are six key strategies to help you elevate your Agency Portal and maximize its impact.

Keep your profile fresh

Updating your profile with up-to-date pricing and program information is crucial for the success of your Agency Portal and builds trust with your agents. 

Therefore, an outdated profile can lead to misunderstandings and missed opportunities, while a refreshed, detailed profile showcases your institution's professionalism and reliability.

Regularly updating your profile on Edvisor could include keeping school photos current, posting last-minute promotions to grab immediate attention, and enhancing program descriptions to highlight key features and unique benefits. 

Keeping your profile fresh will maintain your agents' interest and confidence, solidify your reputation, and boost your success!

Stay on top of your connected agencies.

Efficiently monitoring and managing your connected agencies is a key post-launch practice. 

You'll receive an email notification whenever a new agency registers through your portal. This feature ensures that no new registration slips through the cracks and lets you start communicating with new agencies quickly.

The 'Manage Agencies' tool within your Edvisor account is invaluable. Agencies that register through the portal are tagged with a Portal badge, making it easy to identify those actively using it. This allows administrators to focus on building stronger, more coordinated relationships.

Promote and communicate relentlessly.

Constant promotion and communication are essential for the ongoing success of your Agency Portal. Mentioning the portal in all your key communications, including emails, social media posts, and meetings, keeps your agents informed and engaged and ensures they know your latest prices and offers.

• Emails can include direct links to the portal for new promotions or important updates. 

• Your B2B social media channels are perfect for highlighting portal features, sharing user testimonials, and reminding agents of its benefits. 
• During in-person and virtual meetings, demonstrate the portal to help agents get familiar with its functionalities and advantages. 

This persistent approach keeps the portal in mind and promotes regular use, strengthening the bond between educational institutions and their agents.

Regular training sessions.

Regular training sessions or webinars are vital to keep your agents updated on the latest from your school and show them how to use the portal optimally. 

These sessions should be interactive and hands-on, allowing agents to explore the portal's functionalities in a controlled setting. Show them how to access updated information on pricing and programs, use the quotation and booking tools, and take advantage of special promotions and offers.

Keep in mind that training sessions are a great opportunity to gather feedback, identify areas for improvement, and tailor future training to the agents' specific needs. 

Email signature link.

A simple yet highly effective way to keep your Agency Portal on your agents' minds is to include a direct link in your email signature, along with an eye-catching banner. 

So,  every email you send gives recipients immediate access to the portal, acting as a constant reminder!

Picture this: A sleek, well-designed banner doesn't just grab the agents' attention—it also radiates professionalism and visual appeal, making them want to explore the portal even more often.

This way, access to the portal is always just a click away, without the hassle of searching through old emails or receiving separate links.

Leverage your portal at industry workshops.

When attending industry workshops, shift from the traditional approach and use your Agency Portal to showcase your school's offerings. Instead of relying solely on brochures, which can be static and limiting, use your portal to create a dynamic and engaging experience for your partners.

During workshops, demonstrating the portal in action allows agents to explore your portfolio and available offers directly, helping them get comfortable with the tool they'll use to book and manage courses. 

Additionally, using the portal in these environments lets you answer questions in real-time and offer personalized tutorials, ensuring agents feel confident using the platform. 

This strategy enhances the communication and presentation of your offerings and strengthens partnerships by showcasing your commitment to technology and continuous service improvement.

✨ By following these six key practices, you'll be well on your way to scaling your Agency Portal and maximizing your school impact!