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What to Expect After You Sign up for ActiveAgency

We do most of the work, but need a little help from you.

What to expect after you sign up for ActiveAgency

Project overview, goals and common questions

Our goal is to create an amazing, beautifully-designed website that reflects your insurance agency!

In order to do this, we follow a simple, streamlined process. That’s what this page covers.

Before that, though, here are a few common questions:

Can my website look like anything I want?
ActiveAgency is quite flexible. However, we use our current demo site as the starting point. That includes 100+ pages of content and a great design framework. We then customize it to reflect your agency. We pay close attention to the homepage, “About Us” pages, location pages and any other content that’s unique to your agency. So, while our process allows for considerable flexibility, it doesn’t allow us to re-design the entire site from scratch. Your Project Manager will guide the way and keep things on track.

ActiveAgency - Hero (Purple)

How does the billing work?
We like to keep this really simple. The monthly billing begins immediately after you sign up. Since there are no upfront setup fees or long-term contracts, this helps cover a very small portion of our upfront work and related costs. If you haven’t already, be sure to set up auto-pay via credit card for the ultimate convenience.

What’s included?
ActiveAgency websites are built for SEO and include powerful sales and servicing features like Clickable Coverage, Hello Producer, 24/7 Client Portal, Notification Bars and much more. Visit the ActiveAgency page to learn more.

How long does it take?
Usually a few months. However, much of this depends on you!

For example, we can’t start the design phase until we have your completed questionnaire and any related follow-up items. At that point, it usually takes six to eight weeks for us to customize and design your new website. Then, once we receive your feedback, we plan on another week or two (depending on the scope of the changes).

Of course, we’ll keep things moving as quickly as we can, but will not sacrifice quality. Our reputation, and yours, depends on it!

Did you know?

We’re here when you need us! Call, email or chat with us at any time. Or, just follow the lead of your Project Manager.

About Our Demo Site

Like you, we want ActiveAgency websites to be unique. To help with this, we routinely refresh our core demo site in keeping with design trends, SEO and best practices. That way, when we get started on your website, you know we’re using the latest-and-greatest.

Visit ActiveAgency Demo Website

Welcome email, questionnaire and intro call

Within a day or so of signing up, we send you a simple online questionnaire to help us better understand your agency and the goals for the new website. Your Project Manager also gives you a quick call to answer any initial questions.

The questionnaire asks about your agency, the types of insurance you offer, your design preferences and more. You can also send us team photos, your logo and any other files.

What to expect after you sign up for ActiveAgency - Quesionnaire

Yes, this requires a little work on your end, but we find that it’s typically in the 30 – 60 minute range. You can save your progress and come back later, too. Ultimately, the more you tell us about your insurance agency, the better!

After you submit the questionnaire, we review it in detail and coordinate any remaining pieces. We also check your existing website, as needed, and pull information from it.

If you missed any sections on the questionnaire or left questions for us, we’ll nail those down before proceeding to design.

Did you know?

We use email and an occasional phone call for most communication. There’s no need to worry about complicated ticket numbers or never-ending conference calls. Nice and easy!

Important Note

We need to have your finished questionnaire before starting on the design. This streamlines the back-and-forth process, makes life easier and allows us to maintain the incredible quality we’re known for.

Launch, project wrap-up and next steps


Most agencies prefer to have us handle the technical launch process of changing your website address to “point” to the new website. Your Project Manger works with you to get the details around this. Don’t worry. Your email and everything else remain as-is.

Or, if your I/T folks prefer to update the DNS, that’s fine. Your Project Manager can provide the necessary details they need to launch the site.

ActiveAgency includes top-tier website hosting with SSL website security, backups and ongoing updates. So, if you’re paying for that elsewhere, you can safely cancel those services. Just be sure to confirm that you’re not using them for anything else.

Congrats on your new ActiveAgency website! We hope you love it as much as we do.

Now, it’s time to make the most of it!

Did you know?

You have full access to your new website and can make updates using the how-to guide we send. You can record Video Proposals, post blog articles, add Notification Bars, update content, manage your team members and carriers and more!

How to Get the Most out of ActiveAgency