No more telephone edits on the personal coverage inquiries page
What a flood risk home insurance broker 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
Update requests for personal coverage inquiries arrived as casual notes: something needs changing, somewhere, somehow. The precise text was rarely included.
What got in the way
When it comes to personal coverage inquiries, publishers guessed intent and approvers signed off unseen wording. When the published text surprised someone, there was no record to consult.
What we built
A compact change-request format now records the page, the current wording, the proposed replacement and the approving contact. Reference updates concerning the agency's review process and carrier contact routes pass through the same review before publication.
What it was made of
The parts of the build, as the client listed them.
- 01Structured change request
- 02Named approver
- 03Before-and-after preview
- 04Publication check
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
Structured change request and named approver, 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, the person asking, the person approving and the person publishing all look at the same words. Routine changes stop generating meetings.
There is a record of every personal coverage inquiries edit and its approver. The informality we used to call flexible, we now call risky.
Questions about this case
How long did this work take for the flood risk home insurance broker?
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: weekly updates and 5 revisions a month and managed cloudflare hosting with nothing itemized. 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: Akhil Bhatt, office supervisor.
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.