01 As it came in
The starting point
All commercial coverage reviews mail arrived in one shared box watched by several people between other tasks. Responsibility attached to whoever felt guilty first.
Case 07 Routing and follow-up
Clear ownership for commercial coverage reviews inquiries
A cyber liability insurance adviser in Provo, UT: the starting point, what we built in 20 working days after content approval, and what changed.
02 Marked on the proof
The problem
With commercial coverage reviews, two people sometimes answered the same message while another inquiry sat untouched. Covering a colleague's day off meant reading entire threads just to learn their status.
03 Set
What we built
Requests now arrive with business activity, renewal date and coverage question, an assigned owner and a straightforward status marker. Absences are covered by a nominated backup rather than by guesswork.
Features used 4
- Assignment rules
- Follow-up status
- Backup owner
- Internal request summary
Where this lives in the plans
04 The press run
Timeline
20 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: assignment rules, follow-up status, backup owner and more, checked by the agency's own staff.
- Day 20
Handover
Handed over 20 working days after content approval, with staff review done inside that window.
05 Off the press
What changed
When it comes to commercial coverage reviews, ownership, status and backup are visible at a glance.
06 In the client's words
The messages about commercial coverage reviews always arrived. What was missing was a name next to each one. Now there is one.
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?
20 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?
Assignment rules, Follow-up status, Backup owner, Internal request summary. Requests now arrive with business activity, renewal date and coverage question, an assigned owner and a straightforward status marker. Absences are covered by a nominated backup rather than by guesswork.
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