ActiveAgency - Hero


First impressions matter, today more than ever. Look great and grow your book of business with the power of ActiveAgency.

Beautiful design

Your website is customized to reflect YOUR agency. No cookie-cutter templates here!

Integrated sales tools

WOW prospects and sell value over price with Clickable Coverage, Hello Producer and more.

Client portal

Live chat and easy-to-use forms are seamlessly integrated to make life easy for clients.

A platform for growth

It’s not just a website, but rather a powerful, flexible platform to compete in today’s world.

Logo - Insurance Agents & Brokers (white)An exclusive package for IA&B member agencies

The complete, cost-effective website solution for IA&B insurance agencies.

Your prospects, clients and referral partners are already visiting your website. And you only have one chance to make a great first impression. With ActiveAgency, you will.

Logo - Independent Agency Solutions          Logo - Insurance Agents & Brokers

Relationships first.
Technology second.

ActiveAgency is not a “lead generation” or “marketing automation” machine. Rather, it’s a professional, powerful website platform designed to support what you already do so well…build relationships.

Search Optimized
Clickable Coverage

A 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.

  • Email the graphics to your clients and prospects
  • Send a follow-up email after a meeting with a link to the graphics
  • Email clients with relevant graphics at renewal time
  • Share the graphics on social media and via email
  • Walk prospects through the graphics on your iPad
ActiveAgency - Clickable Coverage on iPad

6 minutes, 20 seconds
The time prospects spend exploring Clickable Coverage graphics. Wow.

ActiveAgency - Hello Producer
Hello Producer

It’s all about relationships.

With Hello Producer, each producer can send prospects, clients and referral partners a specialized link that customizes the 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. Producers simply add their “tag” at the end of your website address (something like this: The “#paul” tells ActiveAgency to show Producer Paul’s name, phone number, email address and photo throughout the website.

You can even include this personalized link on business cards and in your email signature.

Make a lasting impression and differentiate your agency with Hello Producer.

Integrated Forms

Today, it’s expected.

ActiveAgency includes a variety of pre-built, yet still customizable, forms for prospects and clients. Submissions are emailed to you and also captured within the ActiveAgency website platform, powered by WordPress, for later review and reporting. It couldn’t be easier. We can even connect ActiveAgency to your agency’s portal system if you have one.

  • Annual Review Questionnaire
  • Auto ID Card Request
  • Certificate Request
  • Claim Report
  • Contact Us
  • Insurance Quote Request
  • Job Application
  • Join Our Newsletter
  • Policy Change Request
  • Referral Submission
  • Testimonial Submission
ActiveAgency - Integrated Forms
More Best-In-Class Features

But wait. Here’s more.

ActiveAgency - Live Chat Integration
Live Chat Integration

The chat widget, powered by Chatra, allows you to handle inbound questions or requests. When you’re not available, the chat box simply asks for the visitor’s email address so you can contact them at a later time. Nice and simple.

ActiveAgency - Notification Bar
Notification Bar

Is there a big storm on the horizon? Perhaps your office is closing early for the holidays. With our integrated Notification Bar, you can add a message across the top of all pages. It’s easy to do and takes only a few seconds.

ActiveAgency - Search Optimized
Search Optimized (SEO)

Open Graph, a standard first pioneered by Facebook, is fully integrated, ensuring your website is shareable. Powerful Search Engine Optimization (SEO) tools are also built in, ensuring your agency appears in search results.

Logo - Independent Agency Solutions          Logo - Insurance Agents & Brokers

Exclusive IA&B features

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

Custom Design and Layout
Your website is customized to reflect YOUR agency. No cookie-cutter templates here!

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.

ActiveAgency - Report Cover
Top-tier website hosting

Websites are expected to be fast, available and secure. We partnered with Flywheel, one of just four WordPress-recommended hosting companies.

SSL security

Did you know Google’s Chrome browser shows warning messages to visitors when websites don’t have SSL security? That’s why we include it…for free.

Monthly reporting

This simple, PDF report is emailed monthly and includes website performance insights, activity, security updates, SEO results and more.

0.2 seconds
The time it takes website visitors to form an opinion of your agency.

~ Missouri University of Science and Technology

Our site looks absolutely stunning! You guys were so easy to work with and definitely went above and beyond. Thanks so much for all of your help!

Kelsea EblenSynergy Insurance Group

Powering leading insurance agencies

ActiveAgency is used by forward-thinking agencies around the world.

We could not be happier with the results of our project. We would recommend Forge3 to anyone considering a new website.

John HannonEvarts Tremaine

ActiveAgencyIA&B package

$ 250

per month
  • Mobile Responsive Website
  • Clickable Coverage
  • Hello Producer
  • Integrated Forms
  • Notification Bar
  • Live Chat Integration
  • Search Optimized (SEO)
  • Website Hosting
  • SSL Security
  • Monthly Reporting
  • + Exclusive IA&B Features
  • 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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Can’t tell you how excited we are and how extremely pleased we are with the end result. You all have done a fabulous job. Thanks to the entire team!

Shelly BrouseMedChi Insurance Agency

The ActiveAgency platform was one of the best decisions we've made. The Forge3 team made sure they understood OUR goals and customized everything to fit us.

Roxi SeilhamerStrickler Agency

We could not be happier with Forge3. They do exactly what they say they do, on time and on budget. They are wonderful to work with.

Don BatchelorLipscomb & Pitts Insurance

It has been a pleasure working with Jeff, Monika and the rest of the team. I look forward to going 'next level' with Digital Marketing.

Jim FrentzThe House of Insurance

We love our new website! The team at Forge3 was great to work with and did an awesome job!

Lisa MusselmanCrawford-Henderson

That site looks amazing. You guys did a truly amazing job.

Evan ChambersChambers Insurance Agency

I was very impressed with the industry knowledge Jeff and his staff demonstrated. The website they developed looks great!!!

Tony MacourekFirst Volunteer Insurance

Common questions and answers

Here are a few questions we hear a lot.


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. Just about anything is possible. As you’ll see by looking at a few sample sites, 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 ActiveAgency subscribers use live chat on their sites.


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

We find that a typical ActiveAgency project takes about 6 – 8 weeks from kick-off call 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?

We include 10 hours of upfront design customization for free. Most agencies remain within this scope, so there’s no additional costs. However, for agencies looking for more extensive customization, anything beyond the 10 included hours is invoiced separately once the website is launched. There are no surprises, however. We discuss this on the kick-off call and keep you updated as the project progresses. You always know what to expect and have full control of the scope and any related costs.

How does SEO work?

There are two parts to SEO: upfront (site structure, keywords, quality content, SSL security, website speed, mobile responsiveness, etc.) and ongoing (routine content updates and blog posting). The upfront part is included, whereas the ongoing part is available as an option in addition to your core ActiveAgency subscription.

Simply put, a big part of good SEO is producing keyword-rich content on the website. Typically, this is in the form of a blog. While the blog feature is integrated within ActiveAgency, having us write ongoing content unique to your agency is optional. For that, you’re able to do it on your own or you can enlist our help under a separate digital marketing engagement.

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. See our sample sites to get a sense of how different each site looks.

Where does the content come from?

If your existing website has good, up-to-date content, we can use a lot of it. Typically, we merge it into our ActiveAgency demo site and start customizing from there. Otherwise, we work together and are happy to write new content or edit existing content. You can be as involved (or not!) as you’d like to be.


Do I need to pay for website hosting separately?

No. Top-tier managed website hosting is included in the $250/month package.

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

We provide WordPress training 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 very small changes, we typically handle those at no additional cost. More substantial changes may require additional work, in which case we let you know upfront if we need to bill extra for it. There are never any surprises.

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?

Usually, the goal is to increase the number of qualified people (prospects) who see the website. Our digital marketing division offers a number of cost-effective ways to do exactly this, including simple ActiveAgency add-ons like +Ads.