FAQ
Frequently Asked Questions
Straight answers to the questions we hear most.
Straight answers to the questions we hear most.
Professional insurance agency websites, typically 5-8 pages: homepage, about, services (by line of business), contact, and quote request pages. Every site is mobile-responsive, fast-loading, and built to convert visitors into leads. We include line-specific quote forms (auto, home, commercial, life, health, etc.) that collect the information your team needs to start quoting immediately.
Yes. Hosting, SSL security certificates, and ongoing maintenance are all included. You don't need to worry about server management, security updates, or uptime. We handle everything so your site stays fast, secure, and online 24/7.
Carrier-branded pages promote the carrier's brand, not yours. When a prospect lands on a carrier page, they see the carrier's logo, the carrier's messaging, and the carrier's products. Your agency is an afterthought. A dedicated agency website captures leads for YOUR business, builds YOUR brand recognition, and lets you showcase all the carriers you represent, not just one. It's the difference between being a salesperson for someone else's brand and being the trusted local expert.
Phase 1 (Agency Website + Forms) takes 2-4 weeks from kickoff to launch. That includes discovery, design, content, form setup, and testing. Your time investment is about 3-5 hours total for review calls and feedback. We handle the building.
Yes, that's the core of what we build. Every AgentFlow website includes line-specific quote request forms. Auto quotes collect vehicle and driver information. Home quotes collect property details. Commercial quotes collect business type and revenue. Each form is designed to give your team everything they need to start the quoting process without a back-and-forth phone call first.
Take our free assessment to find out. It evaluates your agency across 7 areas and recommends a starting point. Most agencies start at Phase 1 (Agency Website + Forms), because you need a professional online presence before automation can work. If your website is already in good shape, you might skip to Phase 2 or 3, but that's rare. The assessment takes about 10 minutes and gives you a clear picture of where you stand.
No. We handle the implementation. You don't need to know how to configure APIs, set up automations, or write workflows. That's our job. What you do need is an openness to change. The agencies that get the best results are the ones willing to let go of "the way we've always done it" when a better approach exists. If you can use email and a web browser, you have all the technical skill required.
It depends on the phase. Phase 1 (Agency Website + Forms): 3-5 hours total over 2-4 weeks, mostly in discovery and reviewing what we build. Phase 2 (Form-to-Agency Automation): 5-8 hours total as we connect your forms to your workflow. Phase 3 (Brand & Marketing): 5-8 hours as we need your input on brand and content direction. Phases 4-5 (Systems & AI / Scale): 2-4 hours per week. The time you invest upfront pays back many times over in leads captured and hours saved.
No. Absolutely not. We integrate INTO your existing systems, not replace them. Your AMS is the backbone of your agency, and we treat it that way. Whether you're on HawkSoft, Applied Epic, AgencyBloc, AMS360, or something else, we build around it. Our job is to make your existing tools work harder and talk to each other, not to give you another system to learn. See our full integrations page for the platforms we work with.
Yes, and we encourage it. Most clients start with Phase 1 ($1,500-$4,000) to get a professional website with quote forms and see early results before committing to larger engagements. Each phase is designed as a natural stopping point. You can complete Phase 1, see the leads come in, and decide whether to continue. There's no pressure to move to the next phase until you're ready. Some agencies stay in Phase 1 for months before moving on. Others move quickly through all five phases. It's your pace.
Pricing varies by phase and agency size. Here's the general range:
Visit our pricing page for detailed breakdowns of what's included in each phase.
Yes. We offer 3-6 month payment plans with no interest on all phases. We want cost to be a reason to start, not a reason to wait. For larger engagements (Phase 3+), we can structure payments around milestones so you're paying as you see results, not upfront for work that hasn't happened yet.
Yes. We offer a 30-day money-back guarantee on Phases 1 and 2. If you don't see value within the first 30 days, we'll refund your investment. For Phases 3 and 4, we offer a success guarantee: if we don't hit the agreed-upon metrics (hours saved, processes automated, etc.), we continue working at no additional cost until we do. We put our money where our mouth is because we're confident in the results.
Phase 1 alone typically captures 8-15 new leads per month that you weren't getting before. At an average premium of $2,000 and a 25% close rate, that's $4,000-$7,500/month in new revenue from a $1,500-$4,000 investment. The website pays for itself in the first 1-2 months. By Phase 3, agencies are typically saving 25-30 hours per week and generating consistent lead flow, which translates to $195,000-$234,000 in annual capacity. The investment pays for itself within the first few weeks of implementation.
Your website and quote forms go live in 2-4 weeks. You'll start capturing leads online immediately. Form-to-agency automation (Phase 2) adds another 3-6 weeks. Most agencies see their first online lead within days of launch. Each subsequent phase builds on the last, with compounding returns as more automation comes online.
This is more common than you'd think, and we plan for it. Our approach is to start with the agency owner only. You see the value first, understand the systems, and can speak to them from experience. Then we bring staff in gradually, starting with the changes that make their jobs easier, not harder. Nobody resists a tool that eliminates their least favorite task. We've found that staff members who were initially skeptical become the biggest advocates once they see how much busywork disappears from their day.
We integrate with HawkSoft, AgencyBloc, Applied Epic, AMS360, QQCatalyst, EZLynx, and more. If your AMS isn't on that list, there's a good chance we can still work with it. Most modern AMS platforms have API access or export capabilities that allow integration. Visit our integrations page for the full list, or book a call to discuss your specific setup.
Each phase has a natural stopping point. When a phase is complete, you have fully functional systems that deliver ongoing value, whether or not you continue to the next phase. There's no pressure to move forward immediately. Stay in any phase as long as you need to. Some agencies sit in Phase 1 for six months before they're ready for Phase 2. Others move through three phases in a quarter. It's your timeline, and we support whatever pace works for your agency.
Results compound as you progress through the phases:
These are conservative estimates based on client results. Individual outcomes vary based on agency size, current state, and staff engagement. Visit our results page for detailed case studies.
Support varies by tier. All clients get email support with 24-hour response times. Phase 2+ clients get access to our Slack community for faster, informal support. Phase 3+ clients receive monthly coaching calls to review performance and optimize systems. Phase 4+ clients get a dedicated account manager for priority support and proactive optimization. We also provide documentation and training for everything we build, so your team can handle day-to-day operations independently.
Yes. Life happens, and we get it. For Phases 1-2, you can pause for up to 90 days and resume where you left off. For Phases 3-5, the pause window is 60 days. Everything we've built continues to work while you're paused, so you don't lose any progress. When you're ready to resume, we schedule a brief re-orientation session to get back up to speed and pick up where we left off.
Book a free 30-minute call. We'll answer your specific questions and help you figure out if AgentFlow is the right fit for your agency.
Free 30-min call. No commitment required.970.800.1295 · [email protected] · Windsor, CO