5 Essentials Every Insurance Agent Website Should Have Learn how an online business platform can grow your business

Dr. Rahul Razdan, CEO Ocoos

05/18/2015 11:27 AM
Total Views: 29626



Even after they have mastered the art of selling insurance, many agents still struggle with attracting new clients. Having a robust website can make that task easier for insurance agents, regardless of whether they're selling health, life, auto, or homeowners insurance.


Once agents decide to launch their own website, creating an online business presence that meets their unique needs and grows their business can be daunting. You may be asking yourself, where do I even begin? Here are five essential things your website should have, to help you get started.


  1. Mobile-Optimized, Professional Showcase


Most people who are searching for an insurance agent conduct their research online, and an increasing number of people do so from their mobile devices. Your website should serve as your professional showcase, or storefront. The first thing you'll want your online business platform to have is an attractive design, including high-quality images and SEO-friendly, well-written text. These factors help build trust among people who land on your page, and lend you and your business an air of competence and authority.


2) Integration of Brand-Quoting Engines


Help your clients with their hunt for insurance by integrating brand-quoting engines into your online business platform. Doing so helps ease the pain of sifting through available options, and brings relevant information directly into the hands of your client.


3) CRM and Contact Management


Keeping track of your clients and marketing to them can be time-consuming tasks, but there is a way to ease those pain points. First, make sure your website has a reliable contact management system. This allows you to keep track of client information, such as names, phone numbers, and email addresses, and reach them when necessary.


Additionally, your site should have customer relationship management (CRM) tools. CRM analyzes customer behavior on your website, tracking interactions on the site, pages visited, products looked at or purchased, and more. These tools allow you to target marketing campaigns to specific clients, resulting in increased ROI.


4) Appointment Scheduling With Reminders, Digital Signatures of Contracts


Giving customers access to an appointment scheduling tool on your website allows them to book appointments with you at their convenience. The tool should also send automatic reminders, so that appointments are rarely -- if ever -- missed or forgotten.


Moreover, your site should allow for contracts to be signed digitally, which can save you and clients time (and paper!).


5) Advertising Optimization and B2B Co-Marketing


Many insurance agents are wisely using online advertising tools such as Google AdWords to launch advertising campaigns. Your website's analytics tools should be able to track the successes of those campaigns, allowing you to adjust them as necessary.


Plus, B2B co-marketing will create opportunities for similar businesses (such as an auto insurance agent and a car dealership) to cross market automatically across sites, building awareness, and generating needs.


As you launch your website with these features, consider using a platform designed specifically for insurance agents, such as Ocoos Websites for Insurance Agents. Ocoos incorporates all the essential features listed here, and offers a full-service concierge who will build and launch the site for you. If questions or concerns arise, they also feature 24-hour, U.S.-based customer support.  

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