For insurance agencies ยท Websites & funnels
Insurance agency websites built around the quote.
A quote request is a shopper with a deadline. The website has to make starting easy and the follow-up fast, before another agency calls them first.
Or text (508) 546-9942
Slide it
You vs. Average Joe Insurance.
Left is your website today. Right is the one Average Joe Insurance has. Drag the line, then hit the button.
Crickets on the left. That is the problem.
Welcome To Our Web Site
Visitors: 000417
Copyright 2014 · call 508-555-0123 · best viewed in a browser
Illustration. Joe is made up. Your competitor is not.
The insurance agency version
Why it matters.
A couple closing on a house next month needs a homeowners quote for the lender. They find your site at night, open a quote form that wants every detail of their lives, and close the tab. The agency with a short form asking for the address, the closing date and the best number, then texting back immediately, is the one their lender hears from first.
I build in GoHighLevel so the quote request, the follow-up and the booking are one system. A page for each line you write, personal and commercial. A form that creates a contact and replies immediately. Missed-call text back. Tracking so you know whether that quote came from the homeowners page or the boat page.
What I would build
For an insurance agency.
Home, auto, umbrella, boat, renters, business owners, contractors. Each page explains who it is for and what a review includes. Only the lines you actually write.
Basics first: name, contact, what they need and by when. The detailed underwriting questions happen in the follow-up, not on a form that loses people halfway through.
A booking calendar for renewal reviews and new-client calls, wired to real availability, so a shopper can grab a slot late at night without waiting for the office to open.
Certificate requests, ID cards and policy changes get simple forms that route to the right person and reply immediately, so service calls stop clogging the phone line.
The mistake I see
Sending every visitor to one 'Get a Quote' button
A contractor needing a certificate of insurance, a client with a claim question and a new shopper all land on the same form. Service requests get buried among quotes, quotes get delayed, and everyone waits. Separate paths for new quotes, existing-client service and claims help cost almost nothing and clear the logjam.
What you get
Websites & funnels.
Built in GoHighLevel so your site, forms, calendar, texts and follow-up are one system instead of five tools taped together.
- Mobile-first pages, because that is where your customer is standing
- Booking calendar wired to your real availability
- Forms that create a contact and fire a reply immediately
- Missed-call text back
- Tracking so you know which page produced the inquiry
How it goes
For an insurance agency, step by step.
→ Keep scrolling. It moves sideways.
Map the path
What somebody does between finding you and booking. Usually shorter than people expect.
Build the pages
One page per service, one per town you serve. Not one page trying to do everything.
Wire the follow-up
Auto-acknowledgement, reminders, and the sequence that runs when nobody replies.
Test it on a phone
On mobile data, not office wifi. That is the real condition.
Step five is you.
The free Receipt shows what your insurance agency should fix first. About half a minute, no card.
Print my Receipt →
Questions
What insurance agencies ask.
Should we show carrier logos on our site?
Only for carriers you are actually appointed with, and only in the way their guidelines allow. Some carriers have specific rules about logo use. I build the carrier section so it stays accurate and is easy to update when your appointments change.
Can the site give instant quotes?
Comparative raters can be embedded on some sites, but they come with trade-offs: setup, carrier access, and shoppers who grab the number and leave. For a local agency, a short form and a fast human follow-up often wins more policies than an automated quote does.
What should happen when someone submits a claims question on the site?
It should reach a person quickly, and the page should explain how to report a claim directly to the carrier when that is faster. Claims are the moment clients judge you. A form that sits in a general inbox overnight is the wrong answer.
Everything else
Other services for insurance agencies.
Where I work
Southeastern Massachusetts and Rhode Island.
Start here
See what your customers see.
The Receipt looks your insurance agency up the way a customer would and itemizes what is costing you calls. It is free. Or skip it and book fifteen minutes with me.
Or text (508) 546-9942