Closing the loop on personal coverage inquiries submissions
What a personal lines insurance brokerage in Ann Arbor changed on its website, and what that did for the office.
From the old way in to the new one
Where it started
After a personal coverage inquiries submission there was nothing: no confirmation, no summary, no indication of what would happen or when.
What got in the way
When it comes to personal coverage inquiries, duplicate submissions and 'just checking' calls became routine. The team spent mornings untangling messages that belonged to a single conversation.
What we built
Submissions now conclude with a confirmation page that recaps the request and describes the route to a discussion with a licensed insurance agent. The acknowledgment email covers corrections and realistic response times.
What it was made of
The parts of the build, as the client listed them.
- 01Confirmation page
- 02Acknowledgment email
- 03Correction contact
- 04Opening-hours guidance
On the plan
Each of these is on every plan from Single Line up.
How long it took
25 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 25
Built, then reviewed by staff
Confirmation page and acknowledgment email, built and then reviewed by agency staff before launch.
- By working day 25
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
With personal coverage inquiries, senders can see their request has landed and know exactly how to chase it if needed. The team works from one conversation rather than reconciling near-identical submissions.
Our personal coverage inquiries confirmation explains the next step in plain terms. A customer should never have to ring just to ask if a form went through.
Questions about this case
How long did this work take for the personal lines insurance brokerage?
25 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: Rakesh Subramaniam, inquiries 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.