Case 09 Reference content

One source of truth for commercial coverage reviews

A directors and officers insurance adviser in Sioux Falls, SD: the starting point, what we built in 10 working days after content approval, and what changed.

Book a demo What changed

01 As it came in

The starting point

Several pages about commercial coverage reviews repeated the same facts. Some had been updated after operational changes; others still carried the previous wording.

02 Marked on the proof

The problem

When it comes to commercial coverage reviews, every update was a treasure hunt across duplicate pages. Customers quoted old wording with complete confidence, and staff could not blame them.

03 Set

What we built

A single page is now the authoritative source for producer responsibilities and the review process. The handover assigns an owner, schedules reviews and lists every location a change touches.

Features used 4

  • Content inventory
  • Consolidated reference
  • Review schedule
  • Change checklist

Where this lives in the plans

04 The press run

Timeline

10 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: content inventory, consolidated reference, review schedule and more, checked by the agency's own staff.

  3. 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, updates happen once, at the source, with a checklist for everything connected. The odds of a visitor reading contradictions drop accordingly.

06 In the client's words

Our commercial coverage reviews pages used to disagree with each other. Now there is one version, and a named person keeps it true.
Douglas BraithwaiteRenewals administrator, directors and officers insurance adviserSioux Falls, South Dakota

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?

Content inventory, Consolidated reference, Review schedule, Change checklist. A single page is now the authoritative source for producer responsibilities and the review process. The handover assigns an owner, schedules reviews and lists every location a change touches.

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

All 20 case studies