Agent Bionics Setup Wizard

Business Info

Tell us about your agency so we can build your brand presence.

Agency Name

Business Email

Office Phone Number

NOT your cell number. This is the number publicly displayed on your website and DBC for clients to call your office.

Website

Agency NPN

Products Offered

Business Address

Personal Info

Let's personalize your agent profile.

First & Last Name

Cell Phone / Text Number

This should be your approved A2P number in your CRM to get the maximum value out of it.

Designations

Personal NPN

Bio

Branding

Upload your brand assets and pick your colors.

Brand Logo

🖼️

Click to upload or drag and drop

PNG, JPG, SVG — recommended: horizontal logo

✕ Remove

Business Square Logo

🟦

Click to upload or drag and drop

Square image — used for app icons & favicons

✕ Remove

Profile Picture / Headshot

📸

Click to upload or drag and drop

Professional headshot — square images work best

✕ Remove

Owner Signature

✍️

Click to upload or drag and drop

PNG with transparent background preferred

✕ Remove

Or use the Agent Bionics default color scheme

No logo to extract from? Want a clean, standard look? One click sets primary and CTA colors to our default blue palette.

Brand Primary Color

Brand CTA Color

Social Media

Connect your social profiles so clients can find you everywhere.

Facebook URL

Instagram URL

LinkedIn URL

TikTok URL

YouTube URL

Google Review Link

Testimonials & Reviews

Share what your clients say about you. Optionally connect your Google reviews via Elfsight to display them live on your website.

Google Reviews Widget ID (optional)

Have an Elfsight Google Reviews widget? Paste your widget ID and we'll show your live Google reviews on your website above your testimonials. Don't have one yet? Create a free widget at elfsight.com — takes 5 minutes. Or leave blank and just use the testimonials below.

Testimonial 1

Testimonial

Client Name

Testimonial 2

Testimonial

Client Name

Testimonial 3

Testimonial

Client Name

Calendars

Add your scheduling links so clients can book time with you.

Calendar / Booking Link

Calendly, Google Calendar, or any scheduling link clients can use to book time with you.

Website (Required for A2P)

An A2P-approved website is required to register a business phone number for SMS. Tell us if you have one or if we should build one for you.

Do you already have a website?

Great — we'll build a website for you using your branding from this wizard, hosted at website.agentbionics.com/your-account at no extra cost. Fill in the details below to make it yours.

What kind of site do you want?

Holistic sites add Ancillary, Life Insurance, and Annuities product sections plus dedicated pages for each. The Medicare content (timeline, plans, education) is included on both site types.

Customize hero copy (optional — saved for legacy templates; the home page now leads with the Medicare Timeline)

Hero Headline

Hero Subheadline

Call-to-Action Button Text

States You're Licensed In

State License Numbers

Enter your license # for each state you selected above.

Cities or Counties You Serve (optional)

Years of Experience

Carriers You Represent

Languages Spoken

Office Hours

Do you want to add more agents to your website?

For agencies with multiple licensed agents, husband-and-wife teams, or LOA agents you want featured. Adds a "Meet the Team" grid below your bio on the website.

Want to use your own custom domain? Paid upgrade

Review & Submit

Double-check everything before launching your profile.

Access Restricted

Business Info

Personal Info

Branding

Social Media

Testimonials & Reviews

Calendars

Website (Required for A2P)

Review & Submit

You're All Set!