All about Trusted Professionals: What kinds of Trusted Professionals can I add? How do I add them to my partner website?

You can control this functionality through your Daily AI account.

To add a Trusted Professional to your website, please follow these instructions in our learning center.


Your AOH Platform currently supports up to three (3) preferred Trusted Professionals in the following categories/industries:

Estate Planning


Financial Planners

Family Law Practice


We cannot support adding trusted professionals from a category different from our designated categories. We cannot support adding more than 3 professionals to a category.

If you wish to expand your business to additional areas/markets you can create a website for a new market and include different trusted professionals on that site. Additional charges may apply.

**Please note:  Insurance agents, title or escrow, cannot be added to the platform because they are RESPA service providers which would create a compliance issue.