01 As it came in
The starting point
The hospitality and licensed premises broker handled commercial coverage reviews through a single email-only page. Each message started a fresh guessing game about what the sender actually needed.
Case 01 Inquiry forms and replies
A clearer first reply for commercial coverage reviews
A hospitality and licensed premises broker in Knoxville, TN: the starting point, what we built in 10 working days after content approval, and what changed.
02 Marked on the proof
The problem
When it comes to commercial coverage reviews, half of each response was spent assembling the basics. The actual answer waited on the sender replying to the follow-up.
03 Set
What we built
The replacement form gathers business activity, renewal date and coverage question before anything is sent. Notifications arrive in a consistent layout, flag the type of inquiry and spell out that the next step is a review conversation with a licensed producer.
Features used 3
- Purpose-specific fields
- Readable notifications
- Clear response expectations
Where this lives in the plans
04 The press run
Timeline
10 working days after content approval, including staff review and handover.
- Day 0
Content approved
The agency signs off the wording. The clock starts here, not at the first call.
- The run
Build and staff review
What was set: purpose-specific fields, readable notifications, clear response expectations, checked by the agency's own staff.
- Day 10
Handover
Handed over 10 working days after content approval, with staff review done inside that window.
05 Off the press
What changed
With commercial coverage reviews, replies now start from substance rather than from questions.
06 In the client's words
When a message about commercial coverage reviews comes in, I can see straight away what the person needs. It is a simple fix, but we managed without it for years.
Your agency
Is this the fault on your site too?
Show us your current site on a demo. We will say whether this is the fix, and what it would take on your plan.
Questions about this case
How long did this project take?
10 working days after content approval, including staff review and handover. For a whole new site, launch is 7 days on Draft, 10 on Proof and 15 on Edition, counted from the onboarding call.
What exactly was built?
Purpose-specific fields, Readable notifications, Clear response expectations. The replacement form gathers business activity, renewal date and coverage question before anything is sent. Notifications arrive in a consistent layout, flag the type of inquiry and spell out that the next step is a review conversation with a licensed producer.
What would work like this cost our agency?
It is delivered inside the managed plans, from $127 a month, with 5 revisions a month included. The one-time $697 build fee is invoiced only after the site is live.
Does the site answer coverage questions itself?
No. The site explains the process and collects what a first conversation needs; coverage questions go to a licensed producer at the agency. We are not an insurance agency, broker, carrier or licensed producer.
Next job Yours
Put your agency on the press
A live walk-through of the site you would get, in about 30 minutes. Plans from $127 a month, the $697 build fee invoiced only after launch.
Book a demo