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Sample Web-Site Walk Through

The following is the walk through of a sample a local agent web-site:

The Home Page

Home

This will be the first page displayed when one of your clients visits your site.

Here is where you would welcome people to your site, and mention anything you would like to feature.

Features

 

  1. 24 Agent editable paragraphs of text.
  2. An uploadable image.

The Information Page


This page allows you to enter information about your company.

Features

 

  1. 24 Agent editable paragraphs of text.
  2. An uploadable image.

  3. Between paragraphs 08 & 09 the following options may be configured:

  4. A link to an on-line customer service representative. The progressive on-line service center is displayed here.
  5. A link to insurance information and questions.
  6. The Home Inventory Tool - online home inventory software.

The Products Page


On this page you are able to display all the different lines of insurance you carry.

You also have the ability to create a more detailed description page for each individual line.

Features

 

  1. 24 Agent editable paragraphs of text.
  2. An uploadable image.

  3. Between paragraphs 08 & 09 the following options may be configured:

  4. Four insurance line categories.
  5. 12 Editable insurance products in each category.
  6. Each product can optionally be a link to a detailed description page.

The Product Details Page


This page allows you to enter information about the product.

Features

 

  1. 24 Agent editable paragraphs of text.
  2. An uploadable image.

The Quotes Page


The quotes page will be the center of your communications with your clients.

From here you can provide your clients with links to on-line quote forms they can fill out, which will then be e-mailed to the e-mail address of your choice, or you can link directly to an on-line rating service.

All configurable on a link by link basis, and can be mixed and matched anyway you like.

Features

 

  1. 24 Agent editable paragraphs of text.
  2. An uploadable image.

  3. Between Paragraphs 8 & 9 you have the following:

  4. Four quote line categories.
  5. 12 Editable insurance quote links in each category.

The Quotes Page - E-Mail Auto Quote Form









We have several pre-designed quote forms for:

 

  • Automobile Insurance
  • Motorcycle Insurance
  • Homeowners Insurance
  • Renters Insurance
  • Boat Insurance
  • Jet Ski Insurance
  • Commercial Insurance
  • Life and Health Insurance
  • Banking and Investments

All of the forms, at your option, may include questions regarding your clients SS/SIN number.

Upon the completion and submission of the form, your client will be sent a reply message, which is editable on a form by form basis.

Above you see portions of the E-Mail Auto Quote Form.

The Companies Page


On this page, you may add the information for up to 24 companies, of which their insurance you carry.

Each link can contain the company name, the link to their site, their phone number, their toll free number, a claims number and their fax number.

The Links Page


You may include up to 12 links with 2 optional paragraphs for a description of the link.

These links may be used to display important companies, government offices, or associations in your area.

The Claims Information Page






This page can be used to instruct your clients on how to submit claims requests. Optionally you can allow your clients to submit the details for a new claim's request through a built form.

This allows your clients to submit the details when your agency is closed. Additionally it will help to free up your staff from taking the initial information on the phone.

Features

 

  1. 24 Agent editable paragraphs of text.
  2. An uploadable image.

  3. Between paragraphs 08 & 09 the following options may be configured:

  4. A link to an on-line customer service representative. The progressive on-line service center is displayed here.
  5. A link to insurance information and questions.
  6. An optional Claims Information Form.

The Policy Changes Page





This page can be used to instruct your clients how to submit requests for policy changes. Optionally you can allow your clients to submit the details for a policy change through a built form.

This allows your clients to submit the details when your agency is closed. Additionally it will help to free up your staff from taking the initial information on the phone.

Features

 

  1. 24 Agent editable paragraphs of text.
  2. An uploadable image.

  3. Between paragraphs 08 & 09 the following options may be configured:

  4. A link to an on-line customer service representative. The progressive on-line service center is displayed here.
  5. A link to insurance information and questions.
  6. An optional Policy Change Request Form.

The Certificates Page



This page allows you to instruct your commercial clients on how to request certificates for their job sites. Optionally you can allow your clients to submit the details for the certificate through a built form.

This allows your clients to submit the details when your agency is closed. Additionally it will help to free up your staff from taking the initial information on the phone.

Features

 

  1. 24 Agent editable paragraphs of text.
  2. An uploadable image.

  3. Between paragraphs 08 & 09 the following options may be configured:

  4. A link to an on-line customer service representative. The progressive on-line service center is displayed here.
  5. A link to insurance information and questions.
  6. An optional Certificate Request Form.

The ID Card Request Page


This page allows you to instruct your clients on how to request ID Cards. Optionally you can allow your clients to submit the details for their ID Card through a built form.

This allows your clients to submit the details when your agency is closed. Additionally it will help to free up your staff from taking the initial information on the phone.

Features

 

  1. 24 Agent editable paragraphs of text.
  2. An uploadable image.

  3. Between paragraphs 08 & 09 the following options may be configured:

  4. A link to an on-line customer service representative. The progressive on-line service center is displayed here.
  5. A link to insurance information and questions.
  6. An optional ID Card Request Form.

The Referrals Page


This page allows your clients to refer your agency to others.

When your client fills out this form and sends if to someone, an agent editable message it attached to it, so you may introduce your agency at the same time.

Features

 

  1. 24 Agent editable paragraphs of text.
  2. An uploadable image.

  3. Between paragraphs 08 & 09 the following options may be configured:

  4. The Referral Form.

The Contact Us Page


This page is also a very import page to your agency. It allows you to enter the full contact information for your main location, plus up to 24 optional locations.

With each location you have a separate staff directory, with entries of up to 24 staff members, complete with the hours of operation for that location.

Features

 

  1. 24 Agent editable locations.
  2. Staff Directory for each location.
  3. A link to an on-line customer service representative. The progressive on-line service center is displayed here.
  4. A link to insurance information and questions.
  5. The hours of operation.

The Staff Directory Page


This page allows you to add staff members for different locations.

The Maps Page


This page will display an address block to each of the locations you have configured.

When a client clicks on the link, for each address, a MapQuest© generate map is displayed.

Your clients could then print out this map, and carry it with them as they are in route to your agency.

There is a spot for your initial agency and up to 24 optional locations.

The Newsletter Subscription Form


The site has an optional newsletter feature.

The newsletter subscription form appears at the bottom of every page throughout your website. This form allows your clients to subscribe or un-subscribe to your newsletter.