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Agency Tool Box

 
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BUILDING YOUR
WEBSITE

There are several options to choose from to build a website. You can pay a company to build your site or you can do it yourself by using template software. Your decision boils down to your budget of time and money. We advise that you consider both options before making the decision. 

Website building companies

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EZLynx has been in the P&C industry for several years. Their better known for their comparative rating software but they also provide a web design service to agents. 

ITC or also know as Insurance Website Builder started their business model by creating P&C focused websites for agents. Later they designed a rater software known a Turbo Rater.

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Website building software

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Wix is a user friendly web based website building software. We use it to build and manage our websites here at Pacific Crest Services. It is economical to use and they have several templates to choose from.

Squarespace is one of the easiest web based website building softwares on the market. It is very basic compared to soe others butdon't let that fool you, Squarespace websites look very clean and professional even though the platform is simple and easy to use. 

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OUR TOP 5 LEAD PROVIDER PICKS

EverQuote

SmartFinancial is run by a team of “insurance and technology experts” that touts its advanced technology platform as giving agents a competitive edge. Their prices are substantially higher than other vendors on this list, but they do offer good customer service and verified live transfers.

 
 
Phone Call

PROVEN PHONE SCRIPTS

Phone Etiquette

Cold Call Home

Life Insurance

Cross Sell

Rejection

Referrals

 
 

DISCLOSURES & FORMS

Critical forms for every agency's needs

Auto Coverage Rejection Form

Medical Payments Rejection Form

Low Liability Disclosure Form

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