A Checklist for Building Your Insurance Website

February 2, 2015


Building your insurance agency website can sound like a daunting task. There are a lot of little puzzle pieces to figure out, and you might start to feel overwhelmed.

Have no fear. Here's a handy checklist to help guide you from concept to a live website.

Item One: Decide on a Design

Whether you use a customizable template or build a custom website, you must consider how you want your insurance website to look.

Ask yourself these questions:

  • What colors do you want to use?
  • Where should the logo go?
  • How many photos and where should they go?

We advise our agents to stay close to their branding for their new website design. If your logo colors are red and blue, your website should be red and blue, not orange and green.

Item Two: Figure Out Your Functions and Features

Now that you have your design, figure out what you want your clients to do on your insurance agency website. This will help you figure out which features are the most important. For example, if you want your website to generate leads, make sure quote forms are easy to find and complete. If you want to focus more on current clients, streamline how they make payments or file claims online.

Make your website helpful and easy to use. That way clients will come back more often and use your website as a reference tool.

Item Three: Tweak and Adjust the Design

Once you see the first draft of your website, take a good long, hard look over all graphics. Don't be afraid to make adjustments and request changes. The draft process is all about fine-tuning how everything looks and feels.

While working on your proof website, it may be helpful to try some out of the box ideas. No one but you and your team will see the proof website. You never know what crazy idea might work amazing once it's put on paper.

Before moving forward, finalize your graphic elements and calls to action. This will help streamline the process.

Item Four: Write Original Content

Your graphics are all set. Your new insurance website design has awesome calls to action, and your features are up and running. But what does your website say?

Write content for your website that is relevant to your goals. Search engines read your website.

Remember to mention insurance and other keywords so they can tell what you do and where you are. If you don't it is harder to raise your rankings in search engine results.

Item Five: Check and Double Check

Proofreading and testing your website before it goes live is the most important step.

Test every form on your insurance agency website to verify they go to the right address. Read your content, and fix any typos. Remove any and all filler copy, photos and graphics. Putting that one last level of polish on your website will help it shine.

Item Six: Go Live!

When you've completed the first five steps, it's time to launch. You've put time and effort into producing your insurance website. Now it's time to put it on display and allow it serve its purpose.

Designing your new website can be a fun process if you allow it to be. If you follow this checklist, you'll be more organized and finished before you know it.


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