Amy, COT Support Assistant

Meet Your L&T Circle of Trust Support Assistant

Have questions? Can’t find what you’re looking for? I’m here to help.

I assist partners and prospective members with navigating the L&T Circle of Trust platform, understanding partner requirements, and getting the information you need quickly. Whether you’re troubleshooting an issue, preparing your business profile, or learning how to maximize your benefits, I’m your first stop for fast, accurate support.

If you need help, shoot me an email — I’ll guide you, point you to the right resources, or route your request to the L&T team when needed.

Quick Answers:

1. How do I submit an insurance referral?

All Insurance referrals must be submitted through our approved insurance partners:

• Craig Takaoka

• L&T Agency Group, Inc.

Use the Referral Submission Form on their profile pages to submit your referral. These partners handle home, auto, renters, business, and specialty insurance.

2. How do I update my business profile?

Log in to your Partner Dashboard → Select “My Profile” → Edit your details, bio, services, photos, and videos.
I can guide you step-by-step if needed.

4. How do I join the L&T Circle of Trust?

Visit our Join the COT page and complete the partner application. Provide your business info, credentials, and documentation.

Our team will review and notify you once verified.

5. What credentials or documents do I need to provide?

Common requirements include:

• State license (if applicable)

• Business registration/LLC/Corp

• Proof of insurance or bond

• Photo ID

• Website/social links

I can confirm exactly what applies to your profession.

6. How long does verification take?

Most verifications are completed in 24–48 business hours. Missing info will trigger an email with next steps.

7. How do I submit a referral (non-insurance)?

Use the Referral Submission Form in your Partner Dashboard.
Fill in the referral’s contact info, service needed, and notes. A confirmation email is sent upon submission.

8. What services can I submit referrals for?

• Real Estate

• Mortgage

• Legal

• Financial Services

• Home Services

• Specialty Services

Note: Insurance referrals must go to Craig Takaoka or L&T Agency Group, Inc..

9. How do I reset my password or get login help?

Click “Forgot Password” on the login page.
If that doesn’t work, I can help troubleshoot or escalate to support.

10. How do I edit or update photos, videos, or media?

Go to My Profile in your Partner Dashboard.
You can upload:

• Photos

• Short videos

• YouTube/Vimeo links

I can provide formatting tips if needed.

11. Where can I find COT LIVE, events, or training?

All events are in Partner Dashboard → Events & Live Sessions.
I can link you directly to upcoming sessions.

12. Who do I contact for technical issues?

For login issues, profile errors, or site problems:

• Report issues through me, or

• Email the L&T Support Team
  I’ll route your request to the correct department if needed.

13. What is the L&T Circle of Trust?

The L&T Circle of Trust is a vetted network of trusted professionals across real estate, mortgage, legal, insurance, and home services. Partners are verified for credentials, professionalism, and service quality.

14. Can I see all partners in my industry?

Yes! Use the Partner Directory and select your industry category. I can also provide a direct link to the right section.

15. How do I increase visibility in the Circle of Trust?

• Complete your full profile (My Profile)

• Add photos & videos

• Submit testimonials

• Participate in COT LIVE

• Keep your information current

I can give personalized suggestions anytime.