Skip to main content
Insurance & Financial Services

Insurance agency SEO and web design, so prospects find you before the 1-800 number.

Florida's insurance market is unlike anywhere else, and shoppers here compare fast. I build the website, the marketing and the AI that get agencies in Orlando, Tampa and Sarasota found, catch every quote request the moment it lands, and stop renewals drifting away.

You write great policies. But are prospects finding you first?

Independent agencies live and die on new business and renewals. But getting found online, answering leads fast, and keeping clients from drifting to the 1-800 competitors is where most hit a wall. Local search, lead capture, marketing, and your website are the gaps quietly costing you policies.

Leads Go Cold Fast

A prospect fills out a quote form or calls, and if nobody gets back to them within minutes, they've already bought from the direct competitor who did. In insurance, the fastest response usually wins the policy.

Invisible When They Search

When someone Googles "home insurance Tampa" or "Florida flood coverage," they call whoever shows up first. If you're on page two, you don't exist. Local search is the difference between a full pipeline and a quiet phone.

Renewals Slipping Away

Renewals are your lifeblood, but proactive outreach falls off the second your team gets buried in new business and service requests. You can't keep, or cross-sell, the clients you don't have time to follow up with.

A Website That Doesn't Convert

A generic agency site sends Florida shoppers straight to an aggregator. If it's slow, hard to trust, or makes requesting a quote a chore, prospects bounce to the 1-800 competitor. Your website is either winning policies or losing them.

Financial analytics dashboard on computer monitor for insurance agency technology optimization
How I Help

Technology that helps you write more policies and keep more clients.

AI Integration & Strategy

The carrier call center answers a quote request in ninety seconds, because that is the only thing it does. So I close that gap, without putting a machine anywhere near advice. It acknowledges immediately. It captures what needs covering. It gathers the details a quote requires. Then it gets a licensed person scheduled. It never recommends a product and never implies a price. More on how AI agents handle quote intake inside strict limits.

Answers in seconds

Not Monday morning

Captures a real quote

Details, not just a name

Renewal outreach

Before the policy lapses

Document chasing

The unglamorous part

Routes to a licensed person

For anything that matters

Never advises

Hard boundary, built in

Fractional CTO

Agencies inherit their technology. A management system chosen a decade ago. A rater bolted on. A website from a carrier program. A CRM nobody updates. Each holds part of the client and none of them agree. I work out what's worth keeping, connect what remains, and give you an answer on the next vendor pitch from somebody earning no commission on it. See how fractional CTO works when nobody on staff owns technology.

Which systems stay

And which cost you

Quote intake connected

Site to management system

Your book put to work

Cross-sell and retention

Cost per bound policy

Not form fills

Built to your constraints

Compliance stays yours

Senior help, part-time

No full-time hire

Web Design & Custom Software

Most agency sites are a carrier template with a logo swapped in, which is exactly why they lose to the national brands. What you have is local knowledge. The coverage questions specific to this state, this county, and the situations you handle every week. Pages built around that beat a polished national page for the searches that carry real intent. See what goes into web design and custom software for agencies and advisors.

Not a carrier template

A site that is yours

Local coverage questions

Where you win

Quote request that works

Short, clear, on a phone

Credible on first look

Trust decides this category

Built to advertising rules

Flagged before it ships

Custom tools when needed

Calculators, portals, intake

You lose to the call center on speed, not on quality.

Independent agents nearly always give better advice than a national call center. They just answer slower, and in this business the first useful response usually wins the policy.

The quote request is a race

Somebody shopping coverage fills in three or four forms in a sitting. The carriers behind them respond in minutes, because responding is all their call center does.

Minutes

Still comparing, still open

An hour

Two others already called

Between appointments

When your inbox gets checked

Two days

You're quoting somebody else's client

If your quote request waits in an inbox, you're competing for the people nobody else got to first. No amount of local expertise fixes a two-day gap.

Renewals get less attention than they earn

Every lapsed policy is revenue you already earned, walking out because nobody had capacity to make a call before the date.

Well before the deadline

Not the week of

In your voice

Not the carrier's

Every policy

Not the ones you remember

At no cost per client

It runs whether you do or not

This is usually the fastest measurable improvement available to an agency.

Where I stop, deliberately

Some of this is administrative and belongs on rails. The rest is regulated, and it stays with licensed people.

Quote intake

On rails

Renewal reminders

On rails

Recommending coverage

Licensed, yours

Comparing for a client

Licensed, yours

I build systems that hand those off rather than attempt them, and I'll say so plainly if asked otherwise.

Insurance office meeting table and filing area representing financial services technology integration

Quotes out while they're still warm.

Get found, answer fast, and keep clients without lifting a finger. What changes day to day:

24/7

Quote requests captured the moment they come in, day or night

Seconds

New leads get a reply before they buy from a competitor

Every County

Local pages built to rank everywhere your agency writes

Renewals

Risk alerts so your team reaches out before clients drift

Before buying another lead, check who's coming up for renewal.

Four things to ask anyone.

Worth settling before we talk. Ask them of anyone you're considering, me included.

I don't use templates.

Designed from scratch, coded by hand. Every decision has a reason behind it. That part is non-negotiable.

I don't outsource.

The work happens here, at my desk. That's a limit as much as a promise, and it's why I turn down more than I take on.

You'll always get me.

Not an account manager. Not a different one next quarter. I build it, and I'm the one who picks up two years later.

You own all of it.

Domain, code, ad accounts, analytics. In your name from day one, and it stays that way if you ever leave.

How I work with insurance agencies.

Let me be direct about fit. Where I add the most for an agency or a brokerage, and where you're better served by somebody else.

Where I do my best work

  • Your quotes. A request comes in Friday evening and sits until Monday. The carrier's call center answered in ninety seconds.

  • Your renewals. Policies lapse quietly because nobody had time to reach out before the date.

  • Your ranking. The national brands and comparison sites sit above you for everything, and you're the one who knows the local market.

  • Your book. You're sitting on years of client data and using almost none of it to cross-sell or retain.

  • Your website. It looks like every other agency site and produces almost nothing.

Where I'm the wrong call

  • Your agency system. You need Applied Epic, AMS360, or EZLynx administered and supported. I build around those and feed them, I don't run them.

  • Your compliance. You need someone to own state insurance regulations, FINRA or SEC requirements, and advertising review. I build to those constraints, I don't sign off on them.

  • Your advice. You want AI recommending coverage or products to clients. I won't build that, and your regulator would agree.

  • Your budget. Price decides it. Somebody will always quote lower.

  • Your timeline. It needs to launch immediately with no time from anyone at the agency.

The questions I hear most often.

How much does an insurance agency website cost?
It depends on scope. A credible, fast site with real coverage pages and local SEO is one range. Add quote intake, AI responding after hours, renewal automation, and connection into your agency management system and it's another. The whole scope gets quoted before anyone commits.
Will this comply with our state and carrier advertising rules?
I build to them and flag anything that looks like it crosses a line, including guarantees, comparative claims, and testimonial use, which varies by state and by carrier agreement. What I won't do is sign off on compliance for you. Your compliance officer or principal reviews and approves. I'd rather raise it early than have you find it in an audit.
Do you work with Applied Epic, AMS360, or EZLynx?
I work around them. If your agency management system runs policies and servicing, I connect the website and quote intake so requests land where your team already works. Administering those platforms isn't something I do. That's a genuine specialty, it just isn't mine.
Can AI answer quote requests without giving advice?
Yes, if it's scoped tightly, and scoping it is most of the work. It should confirm what you write, capture what someone needs covered, gather the details a quote requires, and get a licensed person scheduled. It must never recommend a product, compare coverage for a specific situation, or imply a price. That boundary is built in deliberately.
How do we compete with the national brands outranking us?
Not on brand terms, where they'll always win. On local and situational specificity. Pages about coverage questions particular to your state, your county, and the situations you handle will beat a national page for searches with real intent. Those searchers also convert better, because they wanted a person rather than a quote engine.
Our agency is outside Florida. Does that rule us out?
No. I'm in Central Florida and work with agencies elsewhere. Everything is built and delivered remotely. Location only changes how often we meet in person.
Who do you work best with?
Independent agencies losing quotes to whoever responded first, watching policies lapse for want of a renewal call, or sitting under the national brands for every search. Agencies with years of client data doing nothing. I'm the wrong call if you need your agency management system administered, someone to own state or FINRA compliance, or AI recommending coverage to clients. I build to those rules and around those systems, I don't own them.

Brands and businesses I've built for

Amplify
Barilla
Bento Group
Ciro and Sons
Dr. Nicci Santana
EdgeWater Boats
FMLA Now
FRD STL
IMC Construction
Jeremiah's Italian Ice
Owens Corning
Power Play
Recover
Restored
Shawna LMHC
Tropicality
VertPac

Work in a neighboring field? I also help accounting and bookkeeping firms and law firms, and the problems overlap more than you would think.

Speed, or the 1-800 number.

Tell me how long a quote request waits before somebody sees it. That number is usually the whole problem. Agencies around Orlando, Tampa and Sarasota.

An honest conversation about your goals, and a straight answer either way.

OrlandoTampaSt. PetersburgKissimmeeWinter ParkMaitlandLake MaryClermontClearwaterSafety HarborBrandonSarasotaBradentonLakewood RanchVeniceCentral Florida