A person reading about insurance may have a question before they are ready to request a quote. Your agency website should show where that question goes.
Put the agency's contact details beside the services it offers. Give the reader enough information to ask about the right work without guessing who receives the message.
What an insurance customer looks for
Explain the coverage types your agency handles using descriptions it approves. Keep the agency contact and the area served close to that explanation.
The National Association of Insurance Commissioners' agent selection guide recommends checking licenses and asking about credentials. Your own agency should supply the records behind its public details.
The things the site must show
The agency behind the service
Identify the people handling the services described, using names and roles the agency has approved. Keep those details attached to the right contact option.
Explain qualifications in words the reader can understand. Match each description to its supporting record instead of leaving unexplained letters beside a name.
Check repeated staff details across the website. The service page and contact page should point to the same person or office for that question.
A clear explanation of what to ask
Write the service description around the questions your agency accepts. Give someone room to describe their concern without choosing coverage they do not understand.
Keep requests about existing policies distinguishable from inquiries about new coverage. Use the contact instructions your agency supplies for each purpose.
Read the page from the customer's side. The person should know whether the button starts a question, requests a quote or opens another agency process.
Contact instructions that reach the agency
Keep a readable phone number beside the service information. For a written request, collect the contact details and description your agency agrees to receive.
Check the destination against the person responsible for that request. The reason for contacting the agency should arrive with the customer's details.
Read the message after submission. A received question should be described as a received question, using wording your agency approves.
The mistake to check for
Look for a service page that ends at a form without identifying the agency contact. The reader may understand the coverage topic but still lack a way to ask about it.
Follow the contact link and compare the names, instructions and form questions. Keep them connected to the service the reader selected.
What that gap can cost you
Unclear contact instructions can send policy questions to the wrong place. The agency then has to establish the purpose before addressing the request.
Clear service and contact details give that conversation a useful beginning.
The next step
Open an insurance service page on your phone. Find the agency contact, then check that the request fits the questions that person handles.
Related: Insurance agency websites
If you want an outside look at how insurance questions reach your agency, start with the free check.