Insurance Agency
3 mins
 min read

Connected Conversations In Insurance with GravityCerts

Published on
June 20, 2024
Contributors
Ray Huang
Head of Marketing

Ray is the Head of Marketing at Canopy Connect and has helped dozens of startups and growth companies over his 20-year career to develop strategies and implement tactics that yield high-impact results.

I recently had Jarel Culley, owner of GravityCerts, join me to discuss best practices for insurance agency websites. GravityCerts specializes in building websites that not only look and function great, but also streamline the sales process for independent insurance agents. I was thrilled to pick Jarel’s brain since he has a strong background in both technology and insurance.

Getting Started with Website Development

Jarel first got his start in web development and programming before meeting his wife, Elizabeth, who worked as an insurance agent. When they got married, they launched their own independent insurance agency, which operated remotely right from the beginning. In building their agency’s website and tools, Jarel realized there were many technology gaps in the insurance space. This inspired him to launch GravityCerts to help other agencies revolutionize their online presence.

Must-Have Features for Insurance Websites

According to Jarel, the baseline for any insurance website is that it must have an awesome, modern design that’s mobile-friendly.

Here's a few others that are fundamental for any website:

  • Quick load times are crucial as even slight delays can cause visitors to leave sites.
  • Proper SEO optimization and semantic tagging help search engines index and highlight insurance agencies.
  • Analytics integration enables tracking of conversions from digital campaigns.

Optimizing the Quote Request Process

According to Jarel, agency websites should facilitate prospects requesting quotes online. Short forms work well for paid ads to capture basic lead info, while longer, multi-page forms help secure details needed to generate full quotes.

While long forms may not be ideal in optimizing for conversions, using Canopy Connect to have prospects share verified policy information reduces the workload for prospects.

Through GravityCerts' integration with Canopy Connect, agencies can get the best of both worlds, getting verified insurance information populated into custom forms that can ask conditional followup questions tailored to each user. This balances providing enough details agents need versus overburdening website visitors.

Creating Client Proposals

GravityCerts’ built-in proposal builder helps agents showcase quotes and coverages through a sleek, visual presentation. Side-by-side comparisons between the proposed policy and existing coverage helps clients understand gaps. Features like file attachments, notes fields, and video embed make proposals persuasive sales tools to educate clients on options. This level of customization ultimately helps agents close more deals.

Canopy Connect's Integration with GravityCerts

GravityCerts takes the efficiency of Canopy Connect a step further with their seamless integration. Their Smart Forms cuts the need for complex setup, allowing you to leverage Canopy Connect's secure data transfer directly within your custom quote forms. This means clients can effortlessly share insurance details through Canopy Connect, pre-populating your forms with verified information. GravityCerts handles the integration for you, guaranteeing a smooth workflow from quote request to closing the deal.

With less time spent on data entry and more on building relationships, you’ll be ready to watch your business flourish.

Learn more about the integration here.