User Profile

User Profile

Manage your personal and professional information effectively to enhance your experience on the ClearPolicy platform.

Accessing Your Profile

To access your profile:

• Click your name/avatar located in the bottom-left corner of the screen.
• Select Profile from the dropdown menu.

Profile Information

You have the flexibility to update the following details:

• Display Name: Customize how your name appears within the app.
• Email: Update your login email. Note: Email changes require verification.
• Company Name: Specify the name of your business.
• Phone: Provide your contact number for easy communication.

Changing Your Email

To change your email address:

1. Enter the new email address in the designated field.
2. A verification link will be sent to the new email address.
3. Click the verification link to confirm the change.
4. Log in using your new email address.

> Tip: Ensure your new email is accessible to receive the verification link promptly.

Company Branding

Your company information is crucial as it appears in various places:

• On shared quotes with your clients.
• Within the landing page tool.
• On generated reports for your clients.

Profile Photo

Upload a professional profile photo to:

• Enhance your navigation visibility within the app.
• Ensure a cohesive look on shared content.
• Create a professional representation of yourself and your brand.

Notification Preferences

Stay informed by configuring your notification preferences for:

• New leads: Never miss an opportunity to serve your clients.
• System updates: Stay updated with the latest platform enhancements.
• Feature announcements: Be the first to know about new features that could benefit your client's applications.