01 As it came in
The starting point
The business counted visits but could not connect a single commercial coverage reviews inquiry to the page that prompted it.
Case 18 Routing and follow-up
Connecting commercial coverage reviews inquiries to their source
A fleet and haulage insurance practice in Albuquerque, NM: the starting point, what we built in 15 working days after content approval, and what changed.
02 Marked on the proof
The problem
For commercial coverage reviews, page views said nothing about which content actually prompted contact. Popular pages were assumed to be effective, which is not the same thing.
03 Set
What we built
Each submission now records its originating page and category alongside business activity, renewal date and coverage question. The report counts genuine inquiries apart from traffic, and message content stays out of reporting.
Features used 4
- Originating-page field
- Service category
- Inquiry reporting
- Exclusion of sensitive message text
Where this lives in the plans
04 The press run
Timeline
15 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: originating-page field, service category, inquiry reporting and more, checked by the agency's own staff.
- 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, the team can see which pages lead to inquiries and decide what to improve next on that basis.
06 In the client's words
The guesswork about commercial coverage reviews content is over. We can see where inquiries begin, and that alone improves every review meeting.
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?
Originating-page field, Service category, Inquiry reporting, Exclusion of sensitive message text. Each submission now records its originating page and category alongside business activity, renewal date and coverage question. The report counts genuine inquiries apart from traffic, and message content stays out of reporting.
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