A benefits broker website an HR director can forward to the CFO

A benefits brokerage website has to speak to two readers at once, the HR director who found you and the finance lead who approves you, so every page explains group health, ancillary and compliance support in terms of what it does for the employer, and takes a census-light request for a conversation.

Corrections

What usually goes wrong for benefits brokers

  1. The site reads like a personal insurance agency with the word "group" added.

  2. Services are listed without saying what a broker actually does for an employer through the year.

  3. There is no page for the questions HR asks first: renewals, compliance, enrollment support, employee communications.

  4. A request for a proposal asks for a full census on the first visit, so nobody sends one.

Contents

The pages your site will carry

Each in the brand system we set for you, each written for benefits brokers rather than adapted from a generic agency page.

Infographic with Tilby the wombat mascot: How employers start a conversation. 1. Headcount band. 2. What prompted the search. 3. No census on first visit. 4. Tagged by size and need.
  1. 01Home
  2. 02Group health plans
  3. 03Dental, vision and ancillary
  4. 04Life, disability and voluntary benefits
  5. 05Compliance and HR support
  6. 06Enrollment and employee communication
  7. 07Industries and employer sizes we serve
  8. 08Start a conversation through the coverage finder

Coverage finder, configured for employers

The finder asks about the organization, headcount band, current situation and the problem that prompted the search, a renewal, a growth spurt, a compliance worry. It lands on the relevant service page and a short request for a conversation. No census on the first visit. The record lands in your CRM tagged by employer size and need.

The finder narrows and collects. It never quotes a premium, confirms eligibility or gives advice; every answer of that kind comes from your licensed people.

States Draft, Proof, Edition

Three ways to run it

Every plan carries the designed site and the coverage finder configured for benefits brokers. Proof adds the AI Engine, Edition adds the Content Engine.

  • Draft

    The website, fully managed

    Live in 7 days. 2 articles a week.

    Details and price
  • Edition

    Everything, plus the Content Engine

    Live in 15 days. 3 articles a week.

    Details and price

5 revisions a month included on every plan, then $20 each.

Included34 items

Everything a benefits broker site carries

The same package on every plan, with the coverage finder configured for benefits brokers. Proof adds the AI Engine and Edition adds the Content Engine.

What you getDraftProofEdition
A brand system set for your agency
A page for every line you write
Office and territory pages
Light and dark, readable on any screen
90+ PageSpeed, guaranteed
A launch date you can put in the calendar
Compliance-aware copy on every page
The coverage finder
Every request lands in your AMS or CRM
Routing to the right producer
A finder that narrows, never advises
Weekly detail updates
5 revisions a month, any size each
A client portal from day one
Managed hosting, nothing itemized
Technical and on-page SEO
Local and service-area pages for your towns
Answer-first content for snippets and voice
Readable by AI assistants
Structured data on every page
Researched articles every week
The ranking commitment in writing
An AI receptionist on the phone
An AI chat widget on the site
SMS, Messenger and Instagram agents
A2P 10DLC registration filed for you
A call-analysis PDF for every conversation
An agent that hands advice to a person
3 social image posts and 2 reels a week
Your Google Business Profile, managed
A free domain, or keep the one you have
Migration that keeps the rankings you have
Your words stay yours
An exit that gives you your content back

Wording

What the site is allowed to say

Group pages explain process and service rather than plan specifics, no carrier plan documents or rates are published, and anything an HR director forwards internally carries the disclaimer wording you require.

We are asked for this build most often by agencies writing in Arizona, North Carolina, Illinois, and it is built the same way anywhere in the United States.

Your site also ships with a privacy policy, terms, a cookie policy with consent that genuinely gates scripts, and an accessibility statement. They help you meet what is expected of you; they are not legal advice, and we are not an insurance agency, broker, carrier or licensed producer.

Proofs3 readings

What agencies and brokers say afterwards

Real reviews from agency and broker staff, in their own words and named with their permission.

  • Inquiry form and response workflow for commercial coverage reviews

    We expected a prettier website; what we actually use every day is the new form. The form gathers business activity, renewal date and coverage question at the start, exactly the details our follow-up messages always requested. The first message is usually enough to act on now.
    Deborah RockwellCommercial administrator, Hospitality and licensed premises brokerHarrisburg, PA
  • Mobile navigation and page layout for commercial coverage reviews

    Most of our visitors are on phones, so that is where I reviewed the new commercial coverage reviews pages. Key information comes first and the contact option is clearly labeled. It is far more practical than the old page when we share it with a caller.
    Aminah MoussaOffice supervisor, Care sector insurance specialistLexington, KY
  • FAQ research and editorial review for commercial coverage reviews

    We handed over a folder of our real commercial coverage reviews replies and let them work from that. They identified which questions belonged on the site and we checked every answer before launch. Pointing people to the page has replaced hunting through old emails.
    Reginald NightingaleClient services manager, Construction risks insurance adviserTacoma, WA

Questions from benefits brokers

Can the site speak to both HR and finance?

Each service page opens with what the service does for the employer, then goes deeper for the person who has to justify the decision. It is written to be forwarded.

Do you write about compliance topics?

Articles explain compliance topics in general terms with citations to the relevant agencies. They are written to inform, not to advise, and you can review each before it publishes.

How do we handle a request for proposal?

The finder takes a light request first. Once your team is in conversation, a secure census intake can be added as a revision, or handled entirely offline if you prefer.

Can we show the employer sizes we focus on?

Yes. A page names the sizes and industries you serve best, and the finder routes requests by headcount band so the right producer gets the right employer.

Our buyer is an HR director, not a consumer. Does the site reflect that?

It should read like something an HR director can forward to a CFO without editing: what the service is, how renewal works, what happens in the first ninety days, and what it costs them in time rather than only in premium.

Can we show our process for renewals and open enrollment?

Yes, and it is usually the most valuable page on a benefits site: a clear timeline of what happens when, who does what, and what the employer has to provide. It answers the real question, which is how much work this will be.

What about employee-facing material?

We can build employer landing pages and employee explainer pages that describe process in plain language. Plan documents, rates and eligibility stay out of the public site and inside your own secure channels.

Do the articles work for a B2B audience?

They are written for the person signing, not for a consumer: compliance deadlines, what changes at fifty employees, how to compare an offer, what an audit asks for. Each cites real sources and none is advice for a specific employer.

Also built for

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See it built for benefits brokers.

A live walk-through, on your screen, of the site you would get: your lines, your offices, your finder.

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