Introduction: Your AdviserLogic Profile

Once you have logged into AdviserLogic, make sure to fill in as many details in your AdviserLogic profile as you can - it will save you a lot of time later on.

Step One

Navigate to the Tools page:



Then click on "Edit Profile"


Step Two

Your AdviserLogic profile should look like this:


Some fields we recommend you fill out:

  • ARN - Authorized representative number
  • Adviser CAR Name and Adviser CARN - Your corporate name and number
  • Fee Split - This is your insurance fee split

The information that you fill in will appear on the reports you generate for a client.

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