01 As it came in
The starting point
The site gave one form to everyone: first-time visitors and customers mid-conversation about commercial coverage reviews alike.
Case 17 Routing and follow-up
Keeping commercial coverage reviews follow-ups out of the new-inquiry queue
A landlords' portfolio insurance brokerage in Cedar Rapids, IA: 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, returning contacts re-entered information the team already held. Staff then matched submissions to earlier conversations before they could answer the actual question.
03 Set
What we built
The follow-up route is brief by design: a reference if available, then the question. New requests continue to collect business activity, renewal date and coverage question separately, and staff can tell the streams apart at a glance.
Features used 4
- Existing-request contact route
- Optional reference field
- Separate email subjects
- New-inquiry form
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: existing-request contact route, optional reference field, separate email subjects and more, 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, the streams sort themselves. Follow-ups join their threads, and new business gets the full attention of the full form.
06 In the client's words
Our existing commercial coverage reviews contacts know who they are. The site finally knows it too, and treats them accordingly.
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?
Existing-request contact route, Optional reference field, Separate email subjects, New-inquiry form. The follow-up route is brief by design: a reference if available, then the question. New requests continue to collect business activity, renewal date and coverage question separately, and staff can tell the streams apart at a glance.
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.
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