By line of business

Solutions

Lead generation solutions for the way your agency sells

A captive agent and a commercial-lines shop do not need the same thing from their website. Pick the page that describes your agency to see which calculators, placements and compliance points matter for you.

InsuranceQuoteWidget solutions are guides for each kind of agency: independent, captive, P&C, life and health, Medicare and benefits, commercial lines, and the marketers who run agency sites. Each one names the calculators that fit, where to place them, which pain they address, and the compliance points that apply to that business.

Does it matter whether I'm independent or captive?

Yes, mostly for compliance and cross-sell. Independent agencies can point a calculator at any carrier's product and cross-sell freely. Captive agents usually need carrier approval for website tools and copy, so plan-neutral educational calculators and an editable disclaimer matter more. Both get the same lead data.

Read independent agencies for rounding out accounts across lines, and captive agents for working inside carrier website and advertising rules.

Which solution fits an agency that specializes in one line?

Choose the guide for your book. Life and health agents start with life needs, human life value and disability. Medicare and benefits brokers start with HSA and long-term care calculators and the CMS marketing rules. P&C and commercial agencies can embed today's calculators for cross-sell alongside calculators for their own lines.

See life & health agents, Medicare & benefits brokers, property & casualty agencies and commercial lines agencies.

What if I build websites for insurance agencies?

The agency marketers guide is for you. It covers setting up and running several client agencies, white-label on your own domain, per-calculator webhooks into each client's HighLevel account, and campaign attribution so you can show a client which ad produced which lead.

Marketers usually care about two things the agency owner does not see: whether the embed survives a theme update, and whether attribution survives the hand-off to the CRM. Both are covered there.

FAQ

Questions agencies ask

Answers first, details after.

I write both P&C and life. Which solution page should I read?

Start with independent agencies or captive agents, depending on your appointment model, then the line guide for the book you want to grow. Most multi-line agencies use the life calculators to cross-sell into existing P&C households.

Can a P&C agency get value before the P&C calculators are released?

Yes, if you want to round out accounts. Life needs, disability and long-term care calculators give your existing home and auto clients a reason to talk about protection you are not writing yet. Homeowners, auto, umbrella and flood calculators now cover their own lines too.

Do Medicare brokers need anything special?

They need to treat the website as a marketing channel under CMS rules if it promotes Medicare Advantage or Part D plans. The calculators are educational and plan-neutral, but your page copy, disclaimers and lead follow-up still need to follow current CMS guidance. See the compliance center.

Will my carrier let me use this as a captive agent?

That is your carrier's decision. Many carriers review agent websites and third-party tools. The calculators show estimates rather than prices and carry a disclaimer you can edit, which usually makes the review simpler. Ask your field office before going live.

Is there a solution for agencies selling to businesses?

Yes, commercial lines agencies. Key person, buy-sell funding, workers' comp and business interruption calculators are live for them; in the meantime, disability and life calculators support owner-protection conversations.

Do solution pages describe real customer results?

No. We do not publish customer results or testimonials until real ones exist. Solution pages explain how the product fits each type of agency and what to watch for, using only facts about what the product does.

Which solution covers recruiting or downline agents?

None directly. The product is built for producing agencies and their marketers. An agency with several producers can use seats and per-calculator webhooks to route leads, which the agency marketers and independent agency guides explain.

Can I combine solutions, for example benefits and annuities?

Yes. Solutions are reading guides, not product editions. A single account can embed HSA, long-term care and annuity calculators, and a multi-calculator widget can put them in one launcher.

InsuranceQuoteWidget

Find the calculators that match your book

Open the guide for your agency type, then start free on Producer to embed the calculators it recommends.

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