01 As it came in
The starting point
The commercial coverage reviews contact route was a single page for every kind of visitor. New business and ongoing conversations arrived indistinguishable.
Case 10 Routing and follow-up
Self-sorting visitors on the commercial coverage reviews page
A manufacturing risks insurance broker in Springfield, MO: 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, staff opened each message blind. Sorting new business from ongoing threads required reading everything, every morning, by hand.
03 Set
What we built
A simple opening choice between a new inquiry, an existing request and a general question now leads visitors to the appropriate route. The new-inquiry path asks for business activity, renewal date and coverage question.
Features used 4
- Contact categories
- Separate follow-up route
- Relevant form fields
- Clear button labels
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: contact categories, separate follow-up route, relevant form fields 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 inbox now describes itself. Categories come attached to each message, and follow-ups no longer masquerade as new inquiries.
06 In the client's words
New commercial coverage reviews customers and existing ones use different doors, and we can see which is which before opening anything.
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?
Contact categories, Separate follow-up route, Relevant form fields, Clear button labels. A simple opening choice between a new inquiry, an existing request and a general question now leads visitors to the appropriate route. The new-inquiry path asks for 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