01 As it came in
The starting point
The whole of commercial coverage reviews was summed up in one vague paragraph. Visitors were left to assume what an inquiry would achieve.
Case 06 Reference content
Sharper boundaries around commercial coverage reviews
A sme package insurance brokerage 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, the gap between the page's tone and the service's reality was discovered mid-conversation, every time, at the caller's expense.
03 Set
What we built
Content is now organized into three plain categories: what is published, what can be requested and what requires confirmation. The page pairs producer responsibilities and the review process with a short account of a review conversation with a licensed producer, and the business reviewed each stated limitation.
Features used 4
- Scope explanation
- Staff-reviewed limitations
- Request status wording
- Related reference links
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: scope explanation, staff-reviewed limitations, request status wording 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, expectations now match the process before the first conversation. Calls open on the customer's situation rather than on corrections.
06 In the client's words
The wording around commercial coverage reviews is more careful now. It explains what we can discuss without quietly making promises on our behalf.
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?
Scope explanation, Staff-reviewed limitations, Request status wording, Related reference links. Content is now organized into three plain categories: what is published, what can be requested and what requires confirmation. The page pairs producer responsibilities and the review process with a short account of a review conversation with a licensed producer, and the business reviewed each stated limitation.
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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