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Profile Configuration

Your Skandage Site is not a digital brochure; it is a conversion engine. The Profile Configuration dictates the core identity variables that populate across your chosen framework.

Get these details right, and your site will immediately project enterprise-level trust.

1. Core Identity​

Navigate to Dashboard > Profile Settings. This is where you establish your digital baseline.

  • Display Name: Use your professional name as registered with your agency.
  • Professional Title: Be specific. Instead of "Agent," use "Senior Wealth Manager" or "Financial Consultant."
  • Agency Affiliation: Input your respective agency or firm. Note: Ensure your inputs comply with your internal compliance guidelines regarding public affiliations.

Skandage Tip: > Keep your Biography under 3 short paragraphs. High-net-worth prospects skim. Focus on who you help and how you protect their wealth, not just a list of products you sell.

2. Professional Credentials​

Trust is verified through credentials. You can add unlimited certifications to your profile, which will automatically format into badges on your live site.

  1. Go to Dashboard > Credentials.
  2. Click + Add Credential.
  3. Input the credential (e.g., MDRT 2025, ChFC®, AWP™).
  4. Reorder them using the drag-and-drop handles to prioritize your highest achievements.

3. Visual Assets​

Your headshot is the anchor of your digital presence.

  • The Upload: Navigate to the Media section of your profile.
  • Format: Upload a high-resolution .jpg or .png.
  • Best Practices: We highly recommend a studio-quality portrait with a transparent or clean, solid-color background. Because Skandage Sites support both Light and Dark modes dynamically, a transparent background (.png) ensures your headshot looks flawless regardless of the user's system theme.

4. Contact Vectors​

How prospects reach you is critical.

  • Direct Email: Your primary professional email.
  • WhatsApp Link: We automatically generate a secure wa.me routing link based on your registered mobile number.
  • Office Location: (Optional) Add your agency branch address if you conduct physical client meetings.

Next Step​

Once your baseline profile is locked in, the next step is choosing the architectural framework that best suits your target demographic.

Proceed to 02. Frameworks & Themes to select your aesthetic.