Case file 07
Every personal coverage inquiries request has an owner
With personal coverage inquiries, the problem was never receiving the message. It was knowing whose job it was to answer. That part is unambiguous now.
A wholesaler website that brings retail agents and clean submissions
A wholesaler or MGA website works when a retail agent with a hard-to-place risk finds your appetite page for that class, sees which markets you access, and sends a submission with the details your underwriters need on the first pass. We build the appetite and program pages, the submission intake form and the agent resources, and manage the site as your appetite changes.
What usually goes wrong for insurance wholesalers and mgas
- Retail agents cannot tell what you will write, so they email a submission for a class you declined last month and both sides lose a day.
- Your appetite guide is a PDF that changes quarterly, and the version agents have saved is always the old one.
- Submissions arrive as a forwarded email chain with the application buried, so underwriters spend their first hour extracting the basics.
- Agents searching for a market for a specific class find a national aggregator instead of you, and your program never gets the look.
The pages your site will carry
Each one written for search and for a phone, each with the next step on it.
- 01Home
- 02Appetite by class of business
- 03Programs and markets
- 04One page per program
- 05How to submit
- 06Agent resources and forms
- 07Get appointed
- 08Submit a risk
Submission intake form for retail agents
An intake form for agents rather than a consumer quote form. It asks for the agency and producer, the insured's name and state, the class of business, the coverage lines needed, effective date, target premium if known, and an upload for the application and loss runs. It rejects nothing and routes everything into your AMS or submission system tagged by program, so underwriters see a complete file instead of an email thread.
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 insurance wholesalers and mgas
Every plan carries the whole site. For insurance wholesalers and mgas, these are the pieces that do the most work, with the plan that carries each one.
A retail agent with a hard-to-place risk should find your appetite page and send a complete submission on the first pass.
- 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
A page for every line of business (Every plan)
A single "Products" page that ranks for nothing and makes a shopper hunt.
- 04
Researched articles every week (Every plan)
A blog that stopped after launch week, and no answers to what people search before they call.
- 05
Managed hosting, SSL, backups and a free domain (Every plan)
Three hosting and plugin invoices, and a renewal that lapses once a year.
What agency owners tell us
Client notes from agency staff on the part of the site that changed their working day.
If you only look at the design you miss the best bit, which is the inquiry form. It asks for coverage interest, renewal month and contact preference before anything is sent, which is the information we used to chase by email. It has quietly removed the slowest step in our intake.
Nitin BhattBranch manager, regional personal insurance broker 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 insurance wholesalers and mgas
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 wholesalers and mgas, 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 insurance wholesalers and mgas
Can the site keep our appetite guide current without a PDF?
Yes. The appetite page is built as a searchable list by class of business, with the programs that write each class and a note on what makes a risk fit. When your appetite changes, send the update as a revision and it is live within 2 to 5 working days, so every agent sees the same current version instead of a saved file from last quarter.
Do you build an agent portal with quoting or binding?
No. We build the public site that brings agents to you and the intake form that produces a complete first submission. Rating, quoting and binding stay in your policy administration system, and the site links agents to your portal once they are appointed. Keeping the marketing site separate keeps it fast, simple to update and clear of anything that needs a login.
How do submissions reach our underwriters?
Each intake form submission, including the uploaded files, is pushed into your AMS or submission inbox by API, Zapier or Make, tagged with the program and class the agent selected. Underwriters receive structured fields rather than a forwarded email. If you use a clearance process, the form can route to a clearance address first, set up during the build.
Which plan fits an MGA with several programs?
Agency Book is the usual fit, because each program needs its own page and the three researched articles a week give every program a stream of content that ranks for its class. Smaller wholesalers with one or two programs start on Single Line or Multi-Line. The pricing page compares them, and the build fee is invoiced only after launch.
How do applications and loss runs reach us?
The submission form collects the details your underwriters need to start, tagged by program and line, and sends them to your intake system or inbox. Supporting documents follow through whatever channel your team already uses for them.
Is the site for retail agents only, or for the public too?
It is built for retail agents. Pages are written for producers placing business, not for consumers.
Can each program have its own page and form?
Yes. Each program gets its own appetite page and submission form with the questions its underwriters need.
How quickly can appetite changes go live?
Within 2 to 5 working days as a revision, and small changes usually sooner.
See it built for wholesalers and mgas.
A live walk-through, on your screen, of the site you would get: your lines, your towns, your quote form.