A captive agent website that is yours, inside the carrier brand rules

A captive agent website has to be personal, your name, your office, your town, while staying inside the carrier's brand and compliance rules, so we design a site that carries the carrier where it must and carries you everywhere else.

Corrections

What usually goes wrong for captive agents

  1. The carrier-provided page is identical to every other agent's in the state, so nothing about it says why to choose you.

  2. Local content is not allowed on the carrier page, so you cannot write about your town or your community work.

  3. There is no way to collect a quote request that goes into your own follow-up system.

  4. Brand rules are strict and the current site breaks them in small ways nobody has time to fix.

Contents

The pages your site will carry

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

Infographic with Tilby the wombat mascot: Your site, within carrier rules. 1. Carrier wording followed. 2. Required marks in place. 3. Guidelines reviewed before launch. 4. Requests in your own CRM.
  1. 01Home
  2. 02About the agent and the office
  3. 03Auto insurance
  4. 04Home and property insurance
  5. 05Life and financial products
  6. 06Our community and local guides
  7. 07Claims and service
  8. 08Request a quote through the coverage finder

Coverage finder, configured within carrier rules

The finder asks what the prospect needs to protect and lands them on the right product page and a short request that goes into your own CRM. Product names, wording and required marks follow the carrier's rules; the rest of the experience is yours. We review the carrier guidelines with you before launch.

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 captive agents. 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 captive agent site carries

The same package on every plan, with the coverage finder configured for captive agents. 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

The whole build is made to sit inside your carrier's brand and advertising rules: approved wording, required disclaimers, the correct use of the carrier mark, and nothing that implies products or appetite beyond what you are appointed to write.

We are asked for this build most often by agencies writing in Illinois, Ohio, Texas, 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 captive agents

Will the site pass the carrier's brand review?

We build to the carrier's published guidelines: marks, product names, required wording and prohibited claims. You submit the preview for review before launch and we make any change the carrier asks for.

Can we write local content?

Yes. Community pages, local guides and articles about your town are the point of having your own site. They stay within the carrier's content rules and are reviewed by you.

Where do quote requests go?

Into your own CRM or follow-up tool, by API, Zapier or Make, tagged with the product. If the carrier requires leads to flow through its system too, we route to both.

What if the carrier updates its brand rules?

You forward the update and we apply it within the week as a weekly detail update. Keeping the site compliant is part of managing it.

Will our carrier approve a site like this?

The build is designed to fit the rules you are given: send us the brand and advertising guidance and the required disclaimers, and we work inside them. We cannot approve on the carrier's behalf, and we will flag anything that looks likely to be refused before it is built.

How much of the site can be ours rather than the carrier's?

Your name, your office, your team, your town and the way you explain coverage, which is almost everything a local prospect is deciding on. The carrier elements are used correctly and then get out of the way.

What happens if we change carrier?

The brand system is yours, so the site survives it. Carrier marks, wording and product pages are updated as revisions and weekly updates rather than as a rebuild.

Can we rank locally when the carrier already ranks nationally?

That is exactly the opportunity. The national brand ranks for the brand; local searches for a coverage in your town are won by a page about that coverage in that town, which your carrier will never write for you.

Also built for

Next Book a demo

See it built for captive agents.

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

Book a demo