Professional phone and email
Make service and referral contact easy without publishing private client channels.
Public professional contact without exposing policy data
Give clients a reliable way to find you again without putting sensitive information on a card.
Use a live profile for your professional phone, email, agency and approved website links. Share it by QR or NFC at meetings and events while keeping policy details, quotes and customer records inside the proper secure systems.
Contact priorities
What visitors should find quickly.
Agency or brokerage
Show the business identity clients should recognise before sharing information.
Official website
Link to the approved company or professional page for product and regulatory information.
Permanent QR
Where QR makes sense physically.
The QR points to your permanent smart-link identity, so the printed code can stay in place while the live profile changes.
- Business cards, approved brochures and event stands
- Presentation folders and networking materials
- Office reception or seminar signage where compliant with company policy
NFC tap
Where NFC is useful face to face.
Program an ordinary compatible NFC card or tag with the same permanent smart link. No proprietary My Contact Profile hardware is required.
- A card used at client introductions and business events
- A desk card in an office or advisory setting
- A networking card for mortgage, property and business partners
Google Wallet + Save Contact
Keep your own card ready, then let the other person save the details they need.
The Wallet pass keeps your public professional contact details easy to share while sensitive quotes, policies and claims remain outside the public profile.
Save Contact provides a vCard from the public details you chose to publish, so the recipient can store your contact without manually typing the fields.
- Wallet keeps the permanent QR close on your own phone.
- Save Contact exports the public contact details as vCard.
- The recipient does not need a My Contact Profile app.
Profile recommendations
Keep the page useful, current and appropriate for public sharing.
Publish only contact and business information approved for public use.
Keep policy numbers, customer names and private quote links off the profile.
Use the correct agency, licence or role wording where your employer requires it.
Link to official information rather than duplicating regulated product claims in the profile.
Questions
Frequently asked questions
Should policy or quote details be added to the profile?
No. The profile is for public professional contact information. Policies, quotes, claims and customer records belong in the secure systems used by your agency or insurer.
Can clients save my contact from the profile?
Yes. Save Contact can provide a vCard containing the public contact details you chose to publish.
Ready when you are
