CIRLET — LISTING PHONE-NUMBER CHECK
Original checklist · October 28, 2026
No client records needed.

Check date: ____
Checked by: ____

THE RIGHT ANSWERS (from your own records, not a search result)
Agency name: ____
Main phone: ____
Website: ____
Office address: ____

WHERE CLIENTS FIND YOU (phone and website, digit by digit)
Google Search: ____  Right? Y / N
Google Maps: ____  Right? Y / N
Apple Maps: ____  Right? Y / N
Bing: ____  Right? Y / N
Carrier "find an agent" pages: ____  Right? Y / N
Association directories: ____  Right? Y / N
Review sites: ____  Right? Y / N
Other: ____  Right? Y / N

GOOGLE BUSINESS PROFILE ACCESS
Business Profile settings > People and access
Primary owner (agency can still sign in?): ____
Other owners and managers (all expected?): ____
Who sees Google's suggested-edit emails: ____

WRONG OR UNKNOWN
What: ____
Person responsible / date: ____

If a number is wrong: correct it from an owner account, save a dated screenshot,
treat client calls to the wrong number as a possible incident, and tell staff
which number is right. Follow your agency's existing incident process.

Full checklist and sources: https://aicybersecurityforinsuranceagencies.com/guides/listing-phone-check
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