Agency Details

Agency Details holds the information Quotamation uses to represent your agency, like your name, contact info, the states you operate in, and your logo. Managing it is available to agency admins.

Update your agency details

1. Once logged into Quotamation, click Settings on the panel on the left side of the screen
2. Go to Agency Settings
3. Click Agency Details
4. Update any of your agency's info:
   • Agency Name
   • Phone Number and Email
   • The states your agency operates in
   • Your agency Logo (click Upload to add one, or Update to swap it)
5. Click Save in the top right when finished

If you don't see Agency Settings, you're set up as a regular user. See Inviting Your Team for more on admin access.