Service versus a new quote
Current clients needing a certificate or a policy change should not use the prospect form. Give them the service path.
Insurance Agencies
An agency site that offers “a free quote” for every product creates a pile the service team cannot sort. Personal auto, home, and a business package are different intakes, and the page should say which carriers you actually place — only if that list is yours.
- Separate quote paths for personal lines and commercial lines
- Fields that match the line: vehicles and drivers, or the type of business and the location
- No premium estimates and no carrier list you have not approved
What This Work Is For
An agency site that offers “a free quote” for every product creates a pile the service team cannot sort. Personal auto, home, and a business package are different intakes, and the page should say which carriers you actually place — only if that list is yours.
- Separate quote paths for personal lines and commercial lines
- Fields that match the line: vehicles and drivers, or the type of business and the location
- No premium estimates and no carrier list you have not approved
What We Pay Attention To
A few specifics for this kind of work. The contact form is the place to tell us which of them is yours.
Remarkets
A shopper who already has a policy is a different conversation from a first-time buyer. Ask.
The desk and the portal
If quoting already happens in a comparative rater, the website’s job is a complete handoff, not a second half-finished application.
What the Engagement Looks Like
Capability and process, for this kind of work.
An illustration, not a testimonial
Consider a Middle Tennessee independent agency separating personal lines from commercial lines. We would look at how that business takes the work in and where it gets stuck, then agree what to change. This describes the kind of situation. It is not a named client and it is not an outcome.
Get Started in 3 Easy Steps!
Ready to transform your business and achieve your goals? Our streamlined process ensures you get the expert support you need without any hassle
Contact
Reach out to us to share your needs and goals. We’ll start by understanding your current situation and the challenges you’re facing.
Discuss
Engage in a detailed conversation to delve deeper into your requirements. We’ll collaborate to develop tailored strategies and solutions that align with your objectives.
Implement
Put the agreed-upon plan into action. We’ll execute the strategies, monitor progress, and make adjustments as needed to ensure successful outcomes and continuous improvement.
Guides on Insurance Agencies
Insurance AgenciesFinancial & Professional ServicesDavid Goncalves
When Should an Agency Owner Hire Help for the Website and Quote Requests?
Hire help when quote requests arrive missing the facts. The help collects what the page lists and does not invent a price.