ActiveAgency

Insurance agency website and digital marketing platform

Custom design. Powerful sales tools. Proven results.

Schedule Demo
ActiveAgency - Hero
ActiveAgency - Hero

ActiveAgency Platform Features

Insurance agency website and digital marketing platform

Everything is included. No complicated plans. No confusing checkbox grids.

Icon - Clickable Coverage

Clickable Coverage

Sell value. Not price. Producers love using these cool interactive graphics to help prospects understand and value insurance. Send them via email, share them on social media and use them throughout the sales process. Total wow factor!

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Icon - Hello Producer

Hello Producer

Send prospects, clients and referral partners a specialized link which personalizes your agency website with each producer’s contact information. It’s very cool and ensures prospects always know exactly who to contact and how.

Learn More
Icon - Video Proposals

Video Proposals

Using Video Proposals, you and your team can record and share password-protected videos for prospects and clients. And, since it’s built into ActiveAgency, it drives more traffic to your beautiful agency website, too!

Learn More

More Features

ActiveAgency is packed with sales tools and features to supercharge your agency online.

  • Beautiful Custom Design
  • Notification Bars
  • Live Chat Integration
  • Client Portal w/ 5-Star Reviews
  • Search Engine Optimization
  • 100+ Content Pages
  • Landing Pages w/ Lead Capture
  • Location Pages w/ Schema
  • Integrated Forms
  • Top-Tier Website Hosting
  • SSL Website Security
  • Monthly Reporting & Updates

Powerful Integrations

ActiveAgency is designed to work with the industry’s leading solutions, like these:

  • Applied Systems CSR24
  • Broker Buddha
  • Emerge Apps
  • Podium
  • ProNavigator
  • Rocket Referrals
  • TechCanary
  • Vertafore AMS360
  • Veruna
Partner - Erie Insurance

ERIE 50 Percent MarketShare Eligible

Exclusive ERIE Features

As an added bonus, ERIE agencies have full access to these exclusive features!

50% MarketShare Eligible
As an approved ERIE solution, you’re welcome to use your MarketShare dollars!

Client Resources
Quote Request, Bill Pay and calculators are all perfectly integrated.

Automatic Blogging
Don’t have time to blog? ActiveAgency can pull the latest ERIE blog posts–automatically.

Logo - Hanover

Exclusive Hanover Features

As an added bonus, Hanover agencies have full access to these exclusive features!

Exclusive Resources
Get access to resources designed specifically for Hanover agencies.

Powerful Branding
Establish credibility with integrated Hanover branding and access to client tools.

Logo - Oregon Mutual

Exclusive Oregon Mutual Features

As an added bonus, Oregon Mutual agencies have full access to these exclusive features!

Exclusive Resources
Get access to resources designed specifically for Oregon Mutual agencies.

Powerful Branding
Establish credibility with integrated Oregon Mutual branding and access to client tools.

Logo - Grange

Exclusive Grange Features

As an added bonus, Grange agencies have full access to these exclusive features!

Co-Op Eligible
As a Grange Marketing Partner, Forge3 services are co-op eligible for qualifying agencies!

Exclusive Resources
Get access to resources designed specifically for Grange agencies.

Powerful Branding
Establish credibility with integrated Grange branding and access to client tools.

Logo - Insurance Agents & Brokers

Exclusive IA&B Features

As an added bonus, IA&B agencies have full access to these exclusive features!

IA&B Resources
A wide selection of IA&B’s exceptional tools and client resources are seamlessly integrated.

Engaging Videos
As an IA&B member, you have access to a collection of videos showing the power of being independent.

Powerful Branding
Show your commitment to IA&B, Trusted Choice and Make-A-Wish Foundation with brand logos.

Logo - Keystone

Exclusive Keystone Features

As an added bonus, Keystone agencies have full access to these exclusive features!

Keystone Resources
Client tools and other partner resources are easily integrated.

Keystone Partnership
Underscore the power of your Keystone partnership with exclusive content.

Powerful Branding
Show your commitment to Keystone with seamless brand integration.

Logo - BIG I New Jersey

Exclusive BIG I New Jersey Features

As an added bonus, BIG I New Jersey agencies have full access to these exclusive features!

BIG I NJ Resources
Client tools and other partner resources are easily integrated.

BIG I NJ Membership
Underscore the power of your BIG I NJ membership with exclusive content.

Powerful Branding
Show your commitment to BIG I NJ with seamless brand integration.

Logo - Beyond Insurance Global Network

Exclusive BIGN Features

As an added bonus, BIGN agencies have full access to these exclusive features!

IQRMs / 4-Step Process
The BIGN approach, processes and messaging is easily integrated.

BIGN Membership
Underscore the power of your BIGN membership with exclusive content.

Be Purple
Your website is customized for your agency and what makes you different!

Beautiful Design, Powerful Tools

ActiveAgency powers leading insurance agencies, big and small
ActiveAgency - Hero

It all starts with a beautiful, custom design for your agency. No cookie-cutter templates here! We know that each insurance agency is unique and your website needs to showcase what makes you, well, you!

ActiveAgency is a complete, rock-solid platform built on WordPress, the leading content management system in the world. We use the latest mobile-responsive layout and design techniques to ensure your insurance agency website looks amazing on all screen sizes.

We can’t wait to show you what ActiveAgency can do for your agency.

$250

per month

NO Setup Fees / NO Long-Term Contracts
Everything is included. No complicated plans. No confusing checkbox grids.

50% ERIE MarketShare Eligible!

Clickable Coverage

An insurance sales tool like no other

There’s more to insurance than the price of the policy. Wouldn’t it be nice if your prospects knew that?

Our breakthrough Clickable Coverage sales tool is seamlessly integrated throughout ActiveAgency allowing visitors to click-and-learn about their unique risks and coverage options. In doing so, it focuses the conversation on the best coverage, not merely on the cost of the policy.

  • Send prospects a link before or after your meetings
  • Reference it during the renewal process
  • Update your email signature to include links to scenes
  • Share the scenes on LinkedIn, your blog and social media
  • Leverage it during your 
face-to-face meetings
  • Use it as an internal education and training tool
Play VideoSCHEDULE DEMO
Home

Fire

Risk Factor

Most fires are devastating. Besides the emotional impact, the physical damage to your home can be significant. If you lost your home to fire, do you have adequate insurance to replace your home and its contents? Remember, inflation rates on building materials and construction costs rarely track with real estate values. As a result, rebuilding a home can often cost significantly more than expected.

Solution

Make sure your homeowners policy contains guaranteed replacement cost coverage. This protects you if the cost to reconstruct your home is higher than your current limit of coverage. Also be sure that your insurance includes rebuilding your home to code. Very often, local ordinances and building codes change over time, which may require additional costs.

Personal Property / Contents - Property Damage

Risk Factor

When your home suffers damage due to an unexpected event, your personal property is also at risk. Furniture, appliances, clothing, electronics and other personal items can also be damaged or destroyed.

Solution

Your homeowners insurance policy typically covers personal property, including the contents of your home and other personal items owned by you or family members who live with you. Make sure your homeowners policy includes replacement cost coverage for personal property so that you always receive the full cost to replace whatever item is damaged.

Additional Living Expense / Loss of Use

Risk Factor

When there is substantial damage to your home due to unexpected events such as lightning, fire or a storm, you may not be able to live in your home until it can be repaired or rebuilt – potentially incurring additional living expenses for lodging, food and other daily needs.

Solution

Ensure that your homeowners insurance policy provides additional living expense or loss of use coverage to compensate you for the additional costs you incur for reasonable housing and living expenses if a covered event makes your house temporarily uninhabitable while it's being repaired or rebuilt.

Jewelry, Fine Arts and Collectibles

Risk Factor

If your diamond ring disappears or valuable artwork is stolen, your standard homeowners policy may not compensate you for the loss. Homeowners policies include coverage for your belongings and personal property, but some special items like jewelry, furs, silverware, antiques, collectibles and other valuables have limited or no coverage and need to be insured separately.

Solution

Valuable possessions insurance covers personal property that may have unique value, cannot be replaced like regular personal property or is subject to special types of losses such as breakage or mysterious disappearance. For most valuable possession categories, there is no deductible applied at time of loss. Valuable possessions insurance can be added to your homeowners policy or may be written as a separate policy.

Medical Expenses

Risk Factor

If a guest is injured while on your property, even when it’s due to a friendly game of baseball, you may be required to pay any medical expenses associated with their injury.

Solution

Your homeowners policy should include medical expenses coverage to take care of injuries and treatment - generally not of a serious nature. In the event a person is injured on your property and requires medical attention, you would be able to submit the injury-related medical expenses to your insurance carrier. Medical expenses are usually paid without a liability claim being filed against you.

Personal Liability

Risk Factor

In the unfortunate event that someone slips and falls while on your property, you and your family may be held liable for any injuries that result.

Solution

Your homeowners policy includes personal liability coverage to respond to incidents where injuries or damages occur to a third party where you may be deemed negligent. However, you should consider purchasing a personal umbrella or excess liability policy to provide additional coverage limits to protect your assets in case a lawsuit is brought against you.

Miscellaneous Coverage

Risk Factor

The fun that comes with having a trampoline in your backyard can also be accompanied by serious risks, which may not be covered under your standard homeowners insurance policy since coverage varies from state to state and between insurance companies.

Solution

You should make sure your homeowners insurance policy covers your trampoline, as many insurance providers refuse to take on trampoline liability and exclude the item from coverage.

Personal Injury

Risk Factor

Young people are usually very active online. However, using social media and other sites can increase the possibility of them directly or indirectly damaging someone's reputation and exposing you, the parent, to a lawsuit.

Solution

Your homeowners insurance policy includes liability coverage for property damage caused by any member in the family, but it may not cover rumors or statements that damage a reputation. You need to add an endorsement to your policy to expand coverage to include liability protection that covers personal injury.

Umbrella / Excess Liability Coverage

Risk Factor

You invite guests over for a barbecue pool party and one of your guests dives into the shallow end of the pool and is permanently injured. They hire a lawyer to represent them and after a long legal battle, you and your family are left financially responsible for their injuries. Do you have enough money in savings to cover your legal responsibilities as well as the legal defense costs?

Solution

An umbrella or excess liability policy increases your personal liability limits by adding protection over and above your current auto, boat or homeowners policies - providing real financial value, as well as priceless peace of mind. Excess liability insurance is available either by an endorsement to your homeowners policy or available as separate coverage.

Flood Coverage

Risk Factor

You do not have to live near a body of water to suffer loss due to flooding. With the changing weather patterns and more damaging storms occurring around the globe, flood losses are becoming more common in places that are not normally prone to flood damage. Your homeowners policy does not cover damage from flood. Could your home be at risk?

Solution

Purchase a flood insurance policy to protect your home and covered contents from certain types of flood losses as designated by the National Flood Insurance Program. A flood policy is purchased as a separate policy through the federal program (NFIP) or through a servicing carrier known as a write your own carrier.

Secondary Home

Risk Factor

Owning a secondary home has the potential of increasing your liability exposures.

Solution

Be certain that you extend the liability coverage under your homeowners policy to include your secondary home. You should also consider including the secondary home under an excess liability or umbrella policy to provide for additional liability limits.

Collector Cars

Risk Factor

Collector vehicles often have significant value and require specialized insurance coverage and claims handling.

Solution

Schedule your collectible vehicle on a separate collector car policy. By doing so, you are protecting the vehicle for either the appraised value or market value.

Wine Collection

Risk Factor

If you are a connoisseur of wine, you know that it is susceptible to outside environmental exposures that can ruin it. If the collection is damaged, coverage from your homeowners policy is a possible recourse. However, the damage is only insurable if it is a covered cause of loss as outlined in your homeowners policy. A deductible would also apply.

Solution

If you have a sizable wine collection, you may want to consider scheduling the collection on your homeowners policy. Doing so expands your coverage and eliminates the deductible in case of a loss. You can also consider unique coverages for wine, such as for spoilage.

Water Back-Up

Risk Factor

Most homeowners policies exclude coverage for water back-up damages as a result of a clogged drain, sewer or sump pump.

Solution

Water back-up coverage can be added to most insurance policies. Consider adding it so that you have the coverage you need in the event of damages caused by a clogged drain, sewer, sump pump and related risks.

Off-Premises Theft

Risk Factor

Surprisingly, standard auto insurance does not cover personal property or contents stolen from your car.

Solution

Most homeowners policies offer an option to include off-premises theft coverage as an endorsement, which covers you for theft of your personal property away from your residence.

Your ActiveAgency website includes 28 interactive graphics for personal insurance, business insurance, employee benefits and more!

ActiveAgency - Hello Producer

Hello Producer

It’s all about relationships

With Hello Producer, everyone in your office can send prospects, clients and referral partners a specialized link that personalizes your insurance agency website with that person’s contact information. It’s very cool and ensures prospects always know exactly who to contact and how.

Using it couldn’t be easier. Simply add your “tag” at the end of the website address (something like this: f3agency.com/#zack). The “#zack” tells ActiveAgency to show Zack’s name, phone number, email address and photo throughout the website.

Include your special link on business cards, email signature and social accounts!

Play VideoSCHEDULE DEMO

Video Proposals

Record videos for your prospects and clients

Using Video Proposals, you and your team can record and share password-protected videos for prospects and clients.

It’s as simple as tapping the button and recording your screen and/or webcam. Once finished, ActiveAgency saves your video and creates a password-protected page to share.

In addition to showing you and your personality, videos are great for highlighting policy features and explaining various concepts in a way that relates directly to your recipient. Plus, it’s just cool!

And, since it’s built into ActiveAgency, it drives more traffic to your beautiful agency website, too!

Play VideoSCHEDULE DEMO
ActiveAgency - Video Proposals

But Wait, Here’s More

The most complete website solution for insurance agencies
Icon - Notification Bars

Notification Bars
Big storm on the horizon? Closed for the holiday? Use Notification Bars to tell people about it.

Icon - Live Chat Integration

Live Chat Integration
Offer live chat on your website to make it easy for people to connect with you.

Icon - 24/7 Client Portal w/ Bill Pay

Client Portal w/ 5-Star Reviews
Streamline service and promote 5-star reviews on Facebook and Google, too!

Icon - Search Engine Optimization

Search Engine Optimization
The entire platform is designed to boost where your agency appears within search results.

Icon - 100+ Content Pages

100+ Content Pages
Educate prospects with professionally-written insurance content.

Icon - Landing Pages w/ Lead Capture

Landing Pages w/ Lead Capture
ActiveAgency is built to look great, share information and capture leads.

Icon - Location Pages w/ Schema

Location Pages w/ Schema
Target your ideal geographic areas using location pages with schema markup.

Icon - Integrated Forms

Integrated Forms
Make it easy for people to contact you with pre-built, customizable forms.

Icon - Top-Tier Website Hosting

Top-Tier Website Hosting + SSL
Powerful hosting with bank-level SSL encryption included.

Icon - Team

Reporting, updates and an amazing team!

Each month, we deliver a report highlighting website activity. In addition, you have access to our amazing team via email, call or chat! Routine updates and new features are included in your monthly subscription.

$250

per month

NO Setup Fees / NO Long-Term Contracts
Everything is included. Nice and simple.

50% ERIE MarketShare Eligible!

  • Beautiful Custom Design
  • Clickable Coverage
  • Hello Producer
  • Video Proposals
  • Notification Bars
  • Live Chat Integration
  • Client Portal w/ 5-Star Reviews
  • Search Engine Optimization
  • 100+ Content Pages
  • Landing Pages w/ Lead Capture
  • Location Pages w/ Schema
  • Integrated Forms
  • Top-Tier Website Hosting
  • SSL Website Security
  • Monthly Reporting & Updates
  • No Setup Fees
  • No Long-Term Contracts

Information Request

Want to learn more? See a demo? Sign up? Complete this form and we’ll be in touch.

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Icon - Star

Forge3 is the insurance industry’s leading website and digital marketing provider.

Since 2004, we’ve been helping forward-thinking insurance agencies, carriers and associations unlock the power of the web.

Frequently Asked Questions

A few questions we hear a lot
Before

Will my website look the same as other ActiveAgency sites?

No. Unlike other providers, ActiveAgency is not a template solution. Rather, it’s a flexible, highly-customizable platform. We work hard to ensure that each website reflects the unique personality of the agency.

Really?! There are no setup fees or long-term contracts?

We often hear that it must be “too good to be true” – but it’s not. We earn your business each and every month. You’re free to cancel at anytime – whether it’s after one week or 10 years.

Will the price increase?

Not for agencies already on the platform. The pricing is locked in.

When does the $250/month billing start? What’s included?

We start the billing on the first of the month after we get started. And, a lot is included: custom mobile responsive website, Clickable Coverage, Hello Producer, integrated forms, notification bar, live chat integration, search engine optimization (SEO), top-tier managed website hosting, SSL security, monthly reporting and more. Plus, we handle ongoing security updates, do daily backups and expand and enhance the platform on a regular basis. For example, you’ll have access to any new Clickable Coverage graphics we develop and add to our portfolio in the future.

Will my new ActiveAgency website work on mobile devices?

Absolutely. All ActiveAgency sites are fully mobile-responsive. This is required in today’s mobile-first world. It also helps with SEO.

Is live chat included, or is that a separate service?

The service we recommend and use is Chatra. You can sign up for a free account with them and we’ll integrate it into your new website before launching. We find that around 70% of our insurance agency clients use live chat on their sites.

During

How long does the process take to launch our new website?

We find that a typical ActiveAgency project takes about 6 – 8 weeks from completed questionnaire to launch. However, the actual timing depends upon many factors, including the level of customization, your availability and the organic nature of a custom project like this.

Is there a limit to the amount of work or customization that’s included upfront?

Not within reason. ActiveAgency comes preloaded with 100+ SEO-friendly content pages. Once we understand the goal of your insurance agency website and design preferences, we get to work customizing the entire platform. We estimate that 95% of the time, we get it “right” the first time. However, when we don’t, we continue to work hard to ensure the site looks great, performs well and best reflects your agency.

How does SEO work?

ActiveAgency is designed with search engine optimization (SEO) at the forefront. We spend quite a bit of time and effort upfront ensuring the website not only looks great and reflects your insurance agency, but also features the desired keywords to help improve search rankings. A majority of insurance agencies see a nice improvement regarding SEO by simply moving to ActiveAgency.

For agencies looking to take it to the next level, powerful SEO tools are included within ActiveAgency to assist with creating and refining content. The integrated blog is great for sharing behind-the-scenes content, answering common questions and providing valuable resources. All of this tends to help search rankings depending upon the competition in your niche or geographic location.

Do I need to purchase the SSL security certificate?

No. We include the SSL security certificate and handle all aspects of installation, configuration and renewal. In other words, you don’t need to worry about it.

Can ActiveAgency connect to our agency management system?

Yes. Typically, this is done by linking to an agency management system client portal solution like CSR24 or AMS360. Other integrations may also be possible, which we’re happy to discuss.

Can ActiveAgency connect to our email marketing platform?

Most likely. If you’re not yet using an email marketing platform, we recommend using Campaign Monitor. We can connect all of the forms on your new website to the system so that the email addresses and contact information are automatically fed into the system – ready for the next time you send an email blast.

Can the design, pages, content and built-in forms be changed?

Absolutely! That’s the whole idea. ActiveAgency is not a rigid template, but rather a very flexible platform. We customize just about everything for each agency. After all, your website needs to reflect your agency.

Where does the content come from?

ActiveAgency comes loaded with 100+ pages of great, SEO-friendly content. Many pages include Clickable Coverage graphics and lead capture forms. All of it is customized for your agency. In addition, if your existing website has good, up-to-date content, we can use some or all of it. Typically, we merge it into our ActiveAgency demo site and start customizing from there.

After

Do I need to pay for website hosting separately?

No. Top-tier managed website hosting is included.

How are website updates handled once the site has been launched?

We provide WordPress training materials when we launch your site. So, you can edit the website internally (after all, it’s your site!). Or, if you prefer, we’d be happy to make any changes or updates for you. For a vast majority of changes, we handle those at no additional cost. More substantial changes (like adding a bunch of new pages or moving a bunch of stuff around) may require significant work, in which case we let you know upfront if we need to bill extra for it. This is very rare, however.

What’s included in the monthly PDF report?

There is quite a bit of information in your monthly ActiveAgency report, including website security and plugin updates, uptime monitoring results, website traffic performance, site integrity scan results and keyword performance (SEO). It’s delivered to you (and/or others on your team) on the first of each month. Nice and simple.

My agency wants to use the chat feature on our site, but what happens if we’re not available to chat? Will we look bad?

If you’re not available, Chatra simply shows the visitor a message asking for his/her email address. That email address is then emailed to you (and/or others within the agency) so you can respond at your convenience. Chatra offers many configuration options related to messaging, appearance and more. It’s a great platform.

Will we still have control over our agency’s domain name, email, etc.?

Absolutely. We don’t “take over” your domain name or email. You remain in full control, as you should.

What happens if we decide to cancel our ActiveAgency account?

You’re welcome to copy any content that is unique to your agency. Core ActiveAgency features, functionality and design is non transferable, of course.

So, once we launch, we’ll have a great new ActiveAgency site. Then what?

Glad you asked! Usually, the goal is to increase the number of qualified people (prospects) who see the website. Social Media Ads is perfect for that.