Case 14 Inquiry forms and replies

A commercial coverage reviews form that explains itself

A charity and nonprofit insurance adviser in Naperville, IL: the starting point, what we built in 15 working days after content approval, and what changed.

Book a demo What changed

01 As it came in

The starting point

The form behind commercial coverage reviews used placeholder text as labels and responded to an incomplete submission with one generic error.

02 Marked on the proof

The problem

For commercial coverage reviews, errors accused without explaining. Determined visitors guessed at the problem; the rest simply gave up.

03 Set

What we built

The rebuilt form keeps every label visible, reports problems in place, and preserves good answers on retry. It asks for business activity, renewal date and coverage question and is explicit about what is optional.

Features used 5

  • Persistent labels
  • Inline errors
  • Retained field values
  • Keyboard focus
  • Optional-field labels

04 The press run

Timeline

15 working days after content approval, including staff review and handover.

  1. Day 0

    Content approved

    The agency signs off the wording. The clock starts here, not at the first call.

  2. The run

    Build and staff review

    What was set: persistent labels, inline errors, retained field values and more, checked by the agency's own staff.

  3. Day 15

    Handover

    Handed over 15 working days after content approval, with staff review done inside that window.

05 Off the press

What changed

Day to day with commercial coverage reviews, corrections take seconds because the form says exactly what to fix. Staff walking a customer through the page no longer have to apologize for it.

06 In the client's words

I submitted the commercial coverage reviews form half-empty on purpose. It told me exactly what was missing and kept the rest. Correct behavior, at last.
Penelope LathamClient onboarding supervisor, charity and nonprofit insurance adviserNaperville, Illinois

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?

15 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?

Persistent labels, Inline errors, Retained field values, Keyboard focus, Optional-field labels. The rebuilt form keeps every label visible, reports problems in place, and preserves good answers on retry. It asks for business activity, renewal date and coverage question and is explicit about what is optional.

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

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