A shorter route back for personal coverage inquiries follow-ups
What a over-50s insurance advisory in Omaha changed on its website, and what that did for the office.
From the old way in to the new one
Where it started
New inquiries and follow-ups on personal coverage inquiries shared one form. Returning contacts had to pretend to be strangers.
What got in the way
For personal coverage inquiries, customers re-entered details we already held, and we spent the first minutes of each reply reconstructing context.
What we built
Returning contacts get a short form asking for any reference they hold and their question. New inquiries still gather coverage interest, renewal month and contact preference on their own route, and the subjects make the two instantly distinguishable.
What it was made of
The parts of the build, as the client listed them.
- 01Existing-request contact route
- 02Optional reference field
- 03Separate email subjects
- 04New-inquiry form
On the plan
Each of these is on every plan from Single Line up.
How long it took
10 working days after content approval, including staff review and handover.
- Day 0
Content approved
The agency signs off the wording. The working days are counted from here.
- Working days 1 to 10
Built, then reviewed by staff
Existing-request contact route and optional reference field, built and then reviewed by agency staff before launch.
- By working day 10
Handed over
The office takes it from there, with the handover inside the same count.
Want the same for your office? See your own site on a half-hour demo. Plans $127 a month, the build fee invoiced only after launch.
Book a demoWhat changed
Day to day with personal coverage inquiries, continuing conversations are identifiable without opening the message. Existing customers skip the intake they already completed.
Someone checking on personal coverage inquiries should not have to introduce themselves from scratch. The separate follow-up option simply makes more sense.
Questions about this case
How long did this work take for the over-50s insurance advisory?
10 working days after content approval, including staff review and handover. The clock starts once the agency has approved the content, so the time it takes to agree the wording is not counted against the build.
Which plan carries this kind of work?
Everything this case used sits on the Single Line plan and up: quote request forms per line of business and every quote request lands in your crm or ams. Single Line is $127/ month, and the one-time build fee is invoiced only after the site is live and approved.
Does an inquiry sent through the site count as a quote or a booking?
No. An inquiry is a request to talk. It is not a quote, an application, a booking or a binder, and nothing is in force until a licensed producer and a carrier bind it. GetInsuranceWebsite is not an insurance agency, broker, carrier or licensed producer, and the site never quotes coverage, rates or eligibility.
Why is the client not named?
Case studies on this site describe each client by type, size and region rather than by business name. The quote is attributed to the named staff member who gave it: Archie Calloway, scheduling coordinator.
See it built for your agency.
A live walk-through on your screen of the site you would get: your lines, your towns, your quote forms. Plans $127 a month, the $697 build fee invoiced only after launch, live in 7 days.