01 As it came in
The starting point
The commercial coverage reviews information ignored geography entirely. Contact details were listed without any hint of which one served which area.
Case 11 Routing and follow-up
Routing commercial coverage reviews to the right local team
A professional indemnity insurance practice in Stamford, CT: 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, every misrouted call cost two conversations. The site had the location information; it simply never connected it to the inquiry.
03 Set
What we built
Each location's contact information appears next to the relevant description. When someone sends an inquiry, the chosen location travels with it, along with business activity, renewal date and coverage question.
Features used 4
- Local contact panel
- Location selection
- Location-aware notifications
- Opening hours
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: local contact panel, location selection, location-aware notifications 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, routing is decided on the page, before anyone lifts a phone.
06 In the client's words
People asking about commercial coverage reviews should not need a map of our internal structure. The page now walks them to the right contact.
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?
Local contact panel, Location selection, Location-aware notifications, Opening hours. Each location's contact information appears next to the relevant description. When someone sends an inquiry, the chosen location travels with it, along with business activity, renewal date and coverage question.
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