Getting Started: Agency Website Questionnaire

We're so excited you joined us! To help us getting your site set up as quickly as possible, please tell us about your agency.

Agency Information

Your Name*

First Last

Agency Name*

Agency Management System (AMS)

Email*

The default admin email for your website & notifications.

Phone*

Main agency phone number displayed on your website.

Location Information

Office Location(s)*

Enter your agency address information for all of your locations. Office address or PO Box, phone number, and email address. If the email and phone is the same as the phone/email you already entered just leave those fields blank.

Click the (+) icon to the right to add more locations.

Address

Phone

Social Media

Social Media Accounts

Add your links to your social media account here so we can populate them throughout your new website.

Click the (+) icon to the right to add more locations.

Current Services

Does your agency use any of these services?

Facebook Chat

ePay Policy

Zapier

Hubspot

Simply Easier Payments

Better Agency

Slack

Neoteric

Other CRM

Other Chatbot

Calendly

Twilio

No Chatbots

Other Web Calendar

Other service(s) not listed

Your other Chatbot

Your ePay Policy payment URL

Your Simply Easier Payments payment URL

Your Calendar URL

Your CRM

Other type of services not mentioned above

Current Website Information

Do you have a website already?*

Yes

Current Website

We will need to be able to log into your website to migrate your current website content to your new website. If you don't want to enter your login information here, please email us the information at [email protected].

How do you want your new website to look?*

I want my website to look pretty much the same

I'm open to a new design

Unsure, let's discuss

Is there any special CURRENT functionality to your site we should know about?*

Examples may include custom integrations with 3rd party websites, CRMs, or APIs, purchased plugins, custom coding, AMS integration, embed scripts, custom post types, etc. If you're unsure, just enter "unsure".

Are there any NEW features you would like or need on your website?

Let us know what your ideas are to make your website even better for your agency. We love a new challenge.

Design Questions

We want to create a website that you love, so we want to know more about your likes and dislikes. While not required, we appreciate you pointing us to any current websites where you like the design or don't like the design. They don't have to be insurance related. We just want to know more about your preferences.

Please enter some website URLs below.

Websites I Like

Websites I Don't Like

Preferred Primary Color Scheme

Match my current logo

Blue (Trust, Dependable, Strength)

Green (Peaceful, Growth, Health)

Purple (Creative, Imaginative, Wise)

Yellow (Optimism, Clarity, Warmth)

Orange (Friendly, Cheerful, Confidence)

Red (Excitement, Youthful, Bold)

Pink (Sweetness, Innocence, Romance)

Gray (Balance, Neutral, Calm)

Black (Sophisticated, Luxurious, Elegance)

White (Sleek, User-friendly)

Other

Personality of Color Website Examples

Blue: Facebook, DELL, American Express
Green: Whole Foods, John Deere, Land Rover
Purple: Crown Royal, SyFy, Yahoo
Yellow: Best Buy, McDonalds, Hertz
Orange: Amazon, Payless, Harley Davidson
Red: Coca-Cola, Target, H&M
Pink: Lyft, T-Mobile, Virgin
Gray: Apple, Tesla, Mercedes
Black: Adidas, Louis Vuitton, Lamborghini

Wrapping Up

Is there anything else you want to share with us that may help?

Attachments

If you have any documents, logos, screenshots, style guides, or anything else that will help us in creating your site, please upload them here.

Drop files here or

Max. file size: 12 MB.

Name

This field is for validation purposes and should be left unchanged.

Getting Started: Agency Website Questionnaire

Agency Information

Location Information

Social Media

Current Services

Current Website Information

Design Questions

Wrapping Up

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