Case file 15
Old personal coverage inquiries links, new destinations
The old personal coverage inquiries link is in years of our correspondence. Seeing exactly where it would land mattered more to me than the new color scheme.
A benefits broker website that gets employers to request a renewal review
A benefits broker website works when an owner, controller or HR lead searching for group health options finds a page that speaks to a company their size, sees what a renewal review involves, and asks for one with their employee count and renewal date. We build those pages, the review request form and the article stream, and manage the site through renewal season.
What usually goes wrong for benefits brokers
- Employers decide in the ninety days before renewal, and your site gives them no reason to book a review before the incumbent broker calls.
- The site talks about "benefits solutions" while the controller is searching for "small group health insurance" and finds a PEO instead of you.
- HR contacts who want to know what you handle, from enrollment to COBRA to compliance notices, cannot find a list and assume you only sell plans.
- Every lead arrives without an employee count or renewal date, so the first call is spent qualifying instead of advising.
The pages your site will carry
Each one written for search and for a phone, each with the next step on it.
- 01Home
- 02Group health insurance
- 03Dental, vision and ancillary
- 04Level-funded and self-funded options
- 05Enrollment and HR support
- 06What a renewal review covers
- 07Industries we serve
- 08Request a renewal review
Renewal review request form for employers
A form written for the person who signs the renewal. It asks for company name, industry, number of benefit-eligible employees, the current renewal month, whether they hold a group plan today, and the best contact. It does not ask for the current census or rates; you request those once the review is booked. Each request lands in your CRM tagged by renewal month, so you work the ones that are due first.
A quote request is not a quote, an application or a binder. Nothing is in force until a licensed producer and a carrier bind it.
What matters most
The parts of the package that matter most for benefits brokers
Every plan carries the whole site. For benefits brokers, these are the pieces that do the most work, with the plan that carries each one.
An employer's team: the people a benefits broker serves at renewal.
- 01
A quote request form for every line you write (Every plan)
One generic "contact us" form that turns every prospect into a blank conversation your CSR has to chase.
- 02
Requests into your CRM or AMS, routed to the right producer (Every plan)
Requests sitting in an inbox nobody checks after five, and re-keying into the AMS.
- 03
Researched articles every week (Every plan)
A blog that stopped after launch week, and no answers to what people search before they call.
- 04
Privacy, terms, cookie and accessibility pages, plus your disclaimer wording (Every plan)
A site with no policies, or policies copied from a template for a different kind of business.
- 05
3 social image posts a week (Agency Book only)
No time to post, so the agency's pages look abandoned.
What agency owners tell us
Client notes from agency staff on the part of the site that changed their working day.
The reporting for personal coverage inquiries is something I can genuinely use. The report separates genuine inquiries from raw traffic and leaves message content out of it. It gives us a better question to ask of every page.
Warren BollingerNew business administrator, landlord insurance brokerage A lot of our personal coverage inquiries interest arrives after we close; the site finally accepts that. Evening visitors leave structured information and an honest response time, nothing more promised. Mornings start with a proper queue rather than voicemail archaeology.
Erica HaddonQuotes coordinator, income protection advice practice
Case studies close to benefits brokers
Real client builds, each written up from the starting point to what changed.
- 18Where personal coverage inquiries really come from
When it comes to personal coverage inquiries, the team can now ask which pages persuade, not just which attract.
See the site we would build for benefits brokers, on your screen, before you pay for the build. Plans $127 a month.
Book a demoThree ways to run it
Same site on every plan. The larger two add the AI Engine and the Content Engine. The $697 build fee is invoiced only after launch.
- Single LineThe website, fully managed Live in 7 days
- Multi-LineEverything, plus the AI Engine Live in 10 days
- Agency BookEverything, plus the Content Engine Live in 15 days
Questions from benefits brokers
Can the site speak to employers by company size?
Yes, and it should. A page for companies under fifty employees, one for mid-size groups and one for larger employers, each describing the options that usually apply and what a renewal review looks like at that size. We write them from your own appetite and process. The site never states which plan an employer qualifies for; that is the review you run.
What articles would you publish for a benefits broker?
Explainers that HR leads and owners search before renewal: what level funding means, how to read a renewal letter, what notices a small employer has to send. Each is 2,500 to 3,200 words, cites public sources such as federal agency pages, and states it is general information. The Agency Book plan adds a third article a week for brokers competing in a larger metro.
Do you build a client portal or enrollment system?
No. We build the marketing site that brings employers to you and the request form that qualifies them. Enrollment, census collection and plan documents stay in the benefits administration platform you already use, and the site links employers to it where you want. Keeping those separate keeps the public site fast and keeps employee data out of a marketing website.
How soon can the site be live before our busy renewal quarter?
Single Line launches in 7 days, Multi-Line in 10 and Agency Book in 15, counted from the onboarding call, provided you return the details we ask for. Brokers planning for fourth-quarter renewals usually book the onboarding call in late summer. The one-time build fee is invoiced only after the site is live and you have approved it.
Does the site ask for employee census data?
No. The renewal review form asks for company size, industry, renewal month and current setup. Census data is exchanged securely once you are working together.
Can we publish open enrollment resources for clients?
Yes. Enrollment reminders and general explainers can be published as pages or articles and updated each season as revisions.
Is LinkedIn content included?
On Agency Book, the 3 social image posts a week are built for Facebook, Instagram and LinkedIn.
Can employers find us by industry?
Yes. Pages can speak to the industries you serve most, written in general terms.
See it built for benefits brokers.
A live walk-through, on your screen, of the site you would get: your lines, your towns, your quote form.