Repairing the opening step of personal coverage inquiries
What a home and contents insurance broker in Fargo changed on its website, and what that did for the office.
From the old way in to the new one
Where it started
For personal coverage inquiries, the home and contents insurance broker offered little more than an email address on the contact page. Notes arrived in every shape, most missing the basics.
What got in the way
For personal coverage inquiries, the inbox dictated the pace: every inquiry needed a clarifying reply before real work could start. On full days, clarification was the work.
What we built
A rebuilt inquiry form now asks for coverage interest, renewal month and contact preference up front. Each submission arrives in a tidy email format, carries a clear category label and sets out a discussion with a licensed insurance agent as the next step.
What it was made of
The parts of the build, as the client listed them.
- 01Purpose-specific fields
- 02Readable notifications
- 03Clear response expectations
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
Purpose-specific fields and readable notifications, 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, staff can act on the first message instead of the third. The walkthrough shows a cleaner handover while keeping clear that an inquiry does not become a booking on submission.
Our replies to personal coverage inquiries start with answers instead of questions. That is the whole improvement, and it is not a small one.
Questions about this case
How long did this work take for the home and contents insurance broker?
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: Charles Henshaw, office manager.
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.