Case file 12
Showing the working behind personal coverage inquiries
The new personal coverage inquiries page gives people something real to evaluate. We are showing the work rather than leaning on polished phrases.
A commercial lines website that starts BOP and workers comp quotes
A commercial lines website converts when a business owner searching for coverage finds a page written for their industry, not a generic business insurance list, and can send the handful of details a producer needs to start a submission. We build industry and line pages, a submission-ready quote form, and manage the site so producers spend their time on the accounts.
What usually goes wrong for commercial lines agencies
- The site says "business insurance" and stops, so a contractor, a restaurant owner and a trucking company all see the same page and none of them see themselves.
- Producers spend the first call collecting revenue, payroll and location details the website could have asked for, so every lead costs an extra hour before it is even a submission.
- Workers comp, general liability and commercial auto have no pages of their own, so the agency is invisible for the searches owners actually type.
- Referred owners visit the site to check the agency out, find a home page built for households, and quietly call the broker their accountant mentioned instead.
The pages your site will carry
Each one written for search and for a phone, each with the next step on it.
- 01Home
- 02Business owners policy
- 03Workers compensation
- 04General liability
- 05Commercial auto and fleet
- 06One page per industry you write
- 07Certificates and claims
- 08Request a quote
Quote request form for commercial lines
A form that produces a usable first submission. It asks for the business type, the number of locations and their addresses, the revenue band, employee count for workers comp, the current carrier and renewal date, and which coverages the owner wants quoted. It skips loss runs and supplementals, which producers collect once the account is engaged. Each submission lands in your AMS or CRM tagged by industry and line.
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 commercial lines agencies
Every plan carries the whole site. For commercial lines agencies, these are the pieces that do the most work, with the plan that carries each one.
A contractor with a truck and equipment: commercial auto, general liability and workers comp in one request.
- 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
A page for every line of business (Every plan)
A single "Products" page that ranks for nothing and makes a shopper hunt.
- 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
Location pages for the towns and counties you serve (Every plan)
Being invisible to people searching for coverage in the next town over.
- 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.
- 06
3 researched articles a week instead of 2 (Agency Book only)
Too few pages to cover every line and town you want to win.
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 We used to forward personal coverage inquiries emails around and hope somebody had replied. Every inquiry arrives with an owner, a status, and the context attached. The website and our way of working finally match.
Hazel SavilleReception supervisor, wedding and event insurance agency
Case studies close to commercial lines agencies
Real client builds, each written up from the starting point to what changed.
- 20Instructions included: personal coverage inquiries after launch
With personal coverage inquiries, maintenance no longer depends on memory or on any single individual.
Across the US
Written for the states you are licensed in
Commercial questions differ by market too: contractors and main-street shops in Pennsylvania, small manufacturers in Ohio, trades and trucking around New York and Texas. Industry pages are written for the businesses in your area.
- Texas
- Florida
- California
- Georgia
- North Carolina
- Ohio
- Pennsylvania
- Illinois
- Arizona
- New York
See the site we would build for commercial lines, 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 commercial lines agencies
Can the site have a page for each industry we specialize in?
Yes, and industry pages are the core of a commercial lines site. A page for contractors, one for restaurants, one for trucking, each naming the coverages that industry usually needs and the questions an owner should expect on a quote. We write them from what you tell us about your appetite, and they carry the same quote form so an owner never has to hunt for it.
Our producers want detailed submissions. Will a short form annoy them?
The form is short for the owner and structured for the producer. It collects the fields that let a producer decide whether the account fits and open a submission, and it lands in your AMS or CRM as structured data rather than a paragraph. Loss runs, supplementals and financials are requested by the producer on the first call, which is where they belong.
Can owners request a certificate of insurance through the site?
Yes, a certificates page explains what an existing client needs to send and gives them a short request form that routes to your service team, separate from new business. It keeps certificate traffic out of the quote pipeline and gives your clients a page they can bookmark. The page never issues certificates itself; your team does that in your management system.
Which plan fits a commercial-only agency?
Most commercial agencies start on the Multi-Line plan because the AI receptionist qualifies inbound calls and texts before a producer picks up, and agencies with several industry niches choose Agency Book for the extra article volume that ranks each niche. The pricing page compares all three, and the build fee on every plan is invoiced only after the site is live.
Can the site collect a certificate of insurance request without advice?
Yes. A simple request form collects the certificate holder and details and routes it to your service team. The site never issues certificates or states coverage.
Do you write pages for specific trades?
Yes. Contractors, restaurants, landscapers, retailers and other classes you write can each have a page that uses their language and asks their questions, written in general terms.
How are commercial requests routed?
Commercial requests are tagged by line and class of business and sent to the commercial desk or producer you choose, separately from personal lines.
Is the Content Engine useful for a commercial book?
Often. Agency Book raises articles to 3 a week and adds 3 social posts a week, which helps a book with many lines and classes cover the searches it wants to win.
See it built for commercial lines.
A live walk-through, on your screen, of the site you would get: your lines, your towns, your quote form.