Getting Started — Agency Setup

Last updated: May 6, 2026

Step-by-step agency onboarding: company info, connect with schools, insurance setup, payments setup, invite team. 10 minutes to complete.

Welcome to Edvisor! This guide walks you through setting up your agency account. It takes about 10 minutes.

Step 1: Company Information

After signing up, you'll see the setup wizard. Fill in your company details:

  • Upload your company logo
  • Company name, address, city, province/state, country
  • Phone number, email address, website

Then fill in your recruitment information:

  • Countries you recruit from
  • Countries you send students to
  • Program types you sell (Language, Higher Education, Junior Programs, High School)
  • Partnerships point of contact (name, email, phone)

This information helps schools find and evaluate your agency on the platform.

[Screenshot: Company Information form]

Step 2: Connect with Schools

Browse and connect with schools whose programs you want to quote and sell. You can search by destination, program type, or school name. Requesting a connection is like sending a LinkedIn request — the school needs to accept before you can see their pricing.

You can also skip this step and connect with schools later.

[Screenshot: Schools connection step]

Step 3: Set Up Insurance

Connect your insurance settings so you can quote and book student insurance directly inside Edvisor. Insurance options include Guard.me, StudyInsured, TerraWind, and OSHC providers for Australia.

[Screenshot: Insurance setup step]

Step 4: Set Up Payments

Configure payment collection so your students can pay through the platform. This includes setting up your payment currency and EdWallet connection.

[Screenshot: Payments setup step]

Step 5: Invite Your Team

Add team members to your account. Each user gets their own login. Assign roles to control what each person can access.

[Screenshot: Team invitation step]

What's Next?

Your account is live. Here's what to do first:

  1. Search for a program — go to Search and find a program for a student
  2. Build your first proposal — select a program and create a branded quote
  3. Add a student — create your first student profile in the CRM

See the "How to Search Programs" and "How to Build a Proposal" guides for step-by-step instructions.

Source: https://help.edvisor.io/efa/getting-started