Adding Additional User Seats
User Seats Overview How To’s
As a refresher, it is important to note that each “minimum subscription” level includes two User Seats.
User Seats are the term used to define authorized login permissions. The “login” permissions are what we call “user seats” and this is not synonomous with Staff members within your organization. So let’s break this down on uses to that you can determin how many addtional, if any, user seats you may want to purchase.
Example #1 “XYZ”
In this example#1 there are many items to pay attention to. First, the number of Tabs. Begining with the Tab “About” and viewing the other Tabs. When you first set up the Primary Office location you will have the option to “select tick boxes” to include the lines of business you provide. If you do not offer certain lines do not tick the check box and a Tab will not appear in your listing.
Similarly, if you do not have Branch Locations, do not tick the check box and the Tab for “Locations” will not appear. (it is included in this one office example just so that you can see what others will see if you did select branch office locations.)
Featured listing vs Standard Listing. The Featured Listing is an upgrade from a Standard Listing and it comes with a Ribbon across your default image. All Featured Listings display to other prior to Standard Listings. Featured Listings do not guarantee leads. You have to use your intuition and experience in the insurance in know the insurance shoppers buying patterns.
Example #2 “ABC”
#2 – Hypothetical Medium Size Retail Insurance Company Multiple Offices
Example “ABC Medium Demo Insurance Company” New York Location
(Featured Directory Listing) Also similar to Agents, Brokers, MGAs & Wholesalers.
Example #3 “123”
#3 – Hypothetical Retail Insurance Company Mulitple Offices (this is also similar with Retail Agents and Brokers, MGAs & Wholesalers directory Listings
)
Example “123 Retail Demo Insurance Company” (Featured Directory Listing
)
