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Adding Agent Insurance License Number to your Email Signature
Adding Agent Insurance License Number to your Email Signature

Guide on how agents can add their insurance license # on all outgoing client emails.

Jamie Taylor avatar
Written by Jamie Taylor
Updated over a year ago

Agents are finding more and more states imposing new requirements around adding insurance license number on all emails to clients.

The great state of California will now require (effective January 1, 2023) that insurance agents include their insurance license number on all emails that go out to their clients. The agent's email signatures should include both the individual license number as well as the agency license number (full notice is available here).

For agents to stay compliant, here is a step-by-step guide on how to add your individual agent insurance license number to your email signature in Indio.

Step 1: As an Agent, click on "Profile & Settings"

Step 2: Add your Individual agent insurance license number under the "License #" field:

Indio 2023-01-09 at 3.17.34 PM

Step 3: Click the "Save Changes" button at the top right:

Indio 2023-01-09 at 3.17.34 PM

Step 4: To include your license # in your email signature, click on My Profile & Settings > 'Email Signature', select the License # check on the left hand side. You should see your license # displayed in Preview section. Click the "Save Changes" button at the top right:

Indio 2023-02-21 at 2.17.07 PM

Once you have added your individual agent insurance license number, your agent admin can also add the agency License Number to the Agency profile.

Step 1: As an Admin, click on "Agency Profile" under the "Admin" Top Navigation Bar:

Step 2: Add the Agency License Number in the 'Agency License #' text box field:

Indio 2023-02-21 at 2.12.22 PM

Step 3: Click the "Save Changes" button in the bottom right.

Step 4: To include your Agency License # in your email signature, click on My Profile & Settings > 'Email Signature', select the Agency License # check on the left hand side. You should see your agency license # displayed in Preview section. Click the "Save Changes" button at the top right:

Indio 2023-02-21 at 2.17.07 PM

Still have questions? Feel free to chat with our support team using the chat feature located in the bottom right-hand corner of the platform or email support@useindio.com.

Note: The Indio Technologies platform is most optimized on the browsers such as Google Chrome or Firefox. If you use Internet Explorer there may be limited functionality as a result.

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