This guide walks you through everything you need to do in your first session as an advisor on Policy Stack. By the end, your profile will be live, your first client invited, and your practice dashboard populated.
What You Will Need
Before you begin, have the following ready:
- Your own annual statement or carrier portal screenshots, for your own policies
- A professional headshot for your advisor profile (square, at least 400x400px)
- Your business details — firm name, designations, state licenses, website
- At least one client email address to send your first invitation
Step-by-Step Walkthrough
These follow the order of Set up your practice on the Practice Dashboard.
- Load your own policies — on your own Home, add your policy and record its snapshot (every advisor gets Builder Pro access)
- Set up your directory listing — navigate to in the advisor sidebar and fill in your name, headshot, firm, bio, designations, licensed states, and license