Case file 04
Closing the loop on personal coverage inquiries 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.
A captive agent website that ranks your office above the corporate directory
A captive agent website works when a household searching for coverage in your town finds your office, your team and your quote form instead of a corporate locator page that lists every agent in the state. We build a local site inside the brand and compliance rules your carrier sets, and we manage it so the rules stay followed as they change.
What usually goes wrong for captive agents
- The carrier gives you one templated profile page that looks identical to the agent across town, so nothing about your office ever earns a click.
- Corporate search results outrank your office for your own town, and the household ends up quoting with a call center instead of with you.
- Every marketing asset has to follow brand and compliance rules, and one wrong logo or claim on a self-built site can cost you an approval.
- You cannot edit the corporate page beyond hours and a photo, so community sponsorships, team changes and local reviews have nowhere to live.
The pages your site will carry
Each one written for search and for a phone, each with the next step on it.
- 01Home
- 02Auto insurance in your town
- 03Home and renters
- 04Life and financial services
- 05Meet the office team
- 06Community and local events
- 07Neighborhoods we serve
- 08Request a quote
Quote request form within your carrier's rules
A local quote form that respects your carrier's brand and compliance requirements. It carries the approved logo treatment, the disclaimer text your carrier specifies and the product names as they must appear. It asks only for the household's zip, the lines they want quoted, drivers and vehicles for auto, and a contact preference, then lands in your CRM or the lead system your carrier requires you to use.
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 captive agents
Every plan carries the whole site. For captive agents, these are the pieces that do the most work, with the plan that carries each one.
A local office site puts the agent, not only the carrier, in front of the shopper.
- 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
Location pages for the towns and counties you serve (Every plan)
Being invisible to people searching for coverage in the next town over.
- 03
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.
- 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
AI receptionist that answers when your team cannot (Multi-Line and Agency Book)
Missed calls after hours and during renewal season that go to voicemail and then to another agency.
What agency owners tell us
Client notes from agency staff on the part of the site that changed their working day.
Misdirected personal coverage inquiries calls were a daily tax before this. The location travels with the inquiry now, so we stop asking people where they meant to reach. The 'let me transfer you' routine has almost disappeared.
Jason PilkingtonOperations supervisor, motorcycle insurance broker Existing customers asking about personal coverage inquiries had no front door of their own. The follow-up route asks for a reference and the question itself, nothing more. It respects the fact that a conversation already exists.
Yusuf JabbourAdministration manager, gadget and personal effects insurer broker
Case studies close to captive agents
Real client builds, each written up from the starting point to what changed.
- 11Local routing built into personal coverage inquiries
For personal coverage inquiries, staff no longer begin calls by discovering the caller belongs to another branch.
See the site we would build for captive agents, 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 captive agents
Will the site follow my carrier's brand and compliance rules?
Yes. Before the build you send us the brand guidelines, approved logo files, required disclaimers and any restrictions on wording, and we build to them. Anything the carrier needs to approve, you submit through your normal channel and we adjust as a revision if they ask for a change. We do not interpret the rules for you; we follow what you and the carrier sign off.
Can I have a website at all as a captive agent?
Most carriers allow agents to run a local site within their marketing guidelines, and many encourage it. Confirm your carrier's policy with your field leader before booking a demo. Once approved, the site focuses on the local pages the corporate directory does not have: your team, your neighborhoods, your community work and a quote form that routes to you.
Where do leads from the site go?
Wherever your carrier requires them to go. If you must use the carrier's lead system, we route the form there by API or Zapier and copy the request to your own inbox. If you are allowed a separate CRM, the form feeds it directly. The routing is set up during the build and can be changed as a revision if your requirements change.
Which plan makes sense for a single captive office?
Single Line covers a single-office agent: local pages, the quote form, hosting and two articles a week, all managed. Offices that miss calls during the day add Multi-Line for the AI receptionist, provided the carrier permits it. The pricing page lists each plan, and the build fee is invoiced only after the site is live and approved.
Can a captive agent site include my team?
Yes. Your team page shows your staff, hours and office, within any rules your carrier sets.
Do you need my carrier's approval?
Many carriers review agent websites. We build to the brand and wording rules you share and make any changes their review asks for as revisions.
Can the site link to the carrier's own quote tools?
Yes, where your carrier allows it, alongside your own request form that comes straight to your office.
What does it cost for one office?
Single Line is $127 a month and covers a full local site.
See it built for captive agents.
A live walk-through, on your screen, of the site you would get: your lines, your towns, your quote form.