Three doors instead of one for personal coverage inquiries
What a family protection insurance adviser in Columbia changed on its website, and what that did for the office.
From the old way in to the new one
Where it started
Everyone interested in personal coverage inquiries was funnelled to one general contact page, whether they had a brand-new request or a question about an existing one.
What got in the way
With personal coverage inquiries, subjects told staff nothing. Separating a fresh inquiry from an existing conversation required reading everything, every time.
What we built
The contact page opens with a plain three-way choice and routes each selection appropriately. New inquiries gather coverage interest, renewal month and contact preference; follow-ups take a shorter form.
What it was made of
The parts of the build, as the client listed them.
- 01Contact categories
- 02Separate follow-up route
- 03Relevant form fields
- 04Clear button labels
On the plan
Each of these is on every plan from Single Line up.
How long it took
15 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 15
Built, then reviewed by staff
Contact categories and separate follow-up route, built and then reviewed by agency staff before launch.
- By working day 15
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
When it comes to personal coverage inquiries, messages arrive pre-sorted by the person best placed to sort them: the sender. New business and existing conversations no longer compete for attention in one queue.
The personal coverage inquiries routes mirror the reasons people actually contact us. Our inbox finally reflects reality instead of hiding it.
Questions about this case
How long did this work take for the family protection insurance adviser?
15 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: Kurt Golding, customer inquiries 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.