Case 04 Inquiry forms and replies

No more silence after commercial coverage reviews submissions

A trades and contractors insurance broker in Fort Wayne, IN: the starting point, what we built in 25 working days after content approval, and what changed.

Book a demo What changed

01 As it came in

The starting point

Sending the commercial coverage reviews form simply returned visitors to the homepage. Nothing confirmed receipt or explained what would happen next.

02 Marked on the proof

The problem

Day to day with commercial coverage reviews, uncertainty produced extra work on both sides: repeated submissions from visitors and reassurance calls for staff who would rather have been answering real inquiries.

03 Set

What we built

A summary page and follow-up email now meet every submission, explaining the path to a review conversation with a licensed producer, how to amend details and when a reply should be expected.

Features used 4

  • Confirmation page
  • Acknowledgment email
  • Correction contact
  • Opening-hours guidance

Where this lives in the plans

04 The press run

Timeline

25 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: confirmation page, acknowledgment email, correction contact and more, checked by the agency's own staff.

  3. Day 25

    Handover

    Handed over 25 working days after content approval, with staff review done inside that window.

05 Off the press

What changed

For commercial coverage reviews, the sender leaves knowing the message arrived and what happens next. Staff handle a single thread per customer instead of matching duplicates.

06 In the client's words

Our commercial coverage reviews confirmation says plainly what happens next. Nobody should have to telephone to find out whether a form worked.
Fatima BakrClient care lead, trades and contractors insurance brokerFort Wayne, Indiana

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?

25 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?

Confirmation page, Acknowledgment email, Correction contact, Opening-hours guidance. A summary page and follow-up email now meet every submission, explaining the path to a review conversation with a licensed producer, how to amend details and when a reply should be expected.

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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