FREQUENTLY ASKED QUESTIONS
Do You Have Questions?
Of course you do. And we have answers (well, most of the time!)
BOOKING A DEMO
Before you book
What to expect from the call, and what it costs.
What should I do before the demo?
Our demos are conducted live via Zoom. You’ll get a link emailed to you when you schedule the demo. If you don’t get it, give us a call at 800-683-0107 and we’ll help you track it down. At the time of the demo, make sure you are in front of your computer, have good internet access, and have a pen or paper to take notes.
How much does AgentMethods cost?
Every insurance business is unique, so our pricing depends on the tools and support you need. We’ll walk you through options and find the right fit for your business during your demo. That way, you’ll know exactly what you’re getting — and won’t pay for things you don’t need.
Any discounts?
We offer a 10% discount for annual payments.
GETTING STARTED
Getting started
What happens once you say yes, and how quickly you are live.
What happens during onboarding?
We’ve launched thousands of sites for agents like you and have learned a lot about how to help you succeed. We’ve baked this experience into an onboarding process that we take all new customers through. Depending on the plan you signed up for, onboarding will take place in 3 or 4 calls. We’ll need your help and feedback, but we will handle most of the work. At the end of the process, your site will be live and everything will be set up.
How long does it take to get my website live?
We schedule 14 days for onboarding, though depending on your needs, the site can be live much faster. If you need your site live by a specific date, let us know and we’ll work with you.
Will you build my website for me?
Our goal is to empower you. We encourage you to be hands-on so you can truly be in control of your website. With that said, we love helping too. So we’ll handle as much as you need during onboarding. Our only requirement is that you are involved — you are the secret sauce in your business, and your website needs to reflect you.
Do you have resources to help me grow my insurance sales?
We do! Explore the Learning Center for guides, webinars, and practical tips.
WEBSITE & DOMAINS
Your website, your domain, and getting found
Hosting, domains, customization, and how people find you in search.
What is a domain name?
A domain name is the name of your website. A good domain name will make a positive impression and increase brand recognition.
Does AgentMethods provide domains?
We don’t sell domains, but they can be purchased through a domain provider like GoDaddy or Namecheap.
Can I use my own domain name?
Yes! We can transfer your current domain to AgentMethods.
Does AgentMethods host my website?
Yes, we handle all hosting, backups, and system maintenance.
How do I secure my site with SSL?
We automatically secure every site on our platform with SSL. Once your domain name is pointed to our platform and we start receiving traffic, we will add the required certificates to secure your website.
Is my website fully customizable?
Our websites run on a custom platform we built in-house, tailored to the needs of independent insurance agents. The websites use a highly flexible template-based system that gives you the best of both worlds — the sites are easy to set up and manage, built around your needs, and offer extensive customization to meet your business needs.
Do we provide a quote engine?
We provide a library of quote request forms and a simple drag-and-drop quote form builder. We’ve found that for most agents, capturing lead information this way works well. If you want to add live quoting to your site, we recommend using a quote engine that you are familiar with and that includes the products and carriers you sell. We can embed most quote engines directly onto your site.
What is SEO?
SEO is short for Search Engine Optimization. SEO decides how a search engine like Google or Bing ranks your website. The better your SEO, the higher your website will rank.
How does AgentMethods help me with SEO?
AgentMethods websites are built from the ground up with SEO in mind. Our sites index well and have all the technical structure you need to rank and see success. SEO is a complicated topic, and every agent’s market and business is unique, but we have learned what it takes to see success with SEO and are here to guide you along the path.
What is a landing page?
A landing page is a page on your website that is designed to convert visitors to leads.
MARKETING TOOLS
Marketing tools and automation
Email, social, reviews, and the automation that runs them while you sell.
What is email marketing?
Email marketing is the art of selling through email. Done right, email marketing produces amazing results. (And done wrong, email marketing gets marked as “spam” and makes people cranky — we’ll help make sure you do it right!)
How does email marketing work with AgentMethods?
We give you ready-to-send, compliance-friendly email campaigns and newsletters written specifically for insurance agents. No writing, no design, no stress — just click, send, and stay in front of your clients.
Do you provide social media posts?
Yes. We provide done-for-you, insurance-specific social posts so you can stay visible online without spending hours writing or designing.
What social media platforms do you post to and how often?
We are integration partners with Facebook, Instagram, and LinkedIn and can post to your accounts every business day.
Can I send an email to a purchased list?
The most important factor in success with email marketing is the list you send to. A good list produces great results. A bad list produces bad results. Because of this, we believe email marketing should not be used for cold contacts. The list should be your contacts — clients, prospects, and anybody who has a relationship with you and would recognize your name.
Does AgentMethods provide leads?
We do not sell leads. We focus on helping you grow your business through a holistic approach that includes generating and nurturing leads, building trust with prospects, and creating lasting relationships with customers. The result is long-term growth through new customers, cross-sales, retention, and referrals.
Do you help with online reviews?
Yes. Our platform makes it simple to request reviews from happy clients and monitor what’s being said about you online. Staying on top of reviews helps you build trust, improve visibility, and win more referrals.
Can you help me book appointments?
Yes! Our scheduler platform is built to automate appointment settings. It’s perfect for enrollment periods, AEP and OEP, and following up with new prospects. You can send calendar invites through email or clients can book appointments on your website. And if you sell Medicare products, we can automatically collect an e-signed Scope of Appointment form.
Can I automate my AEP outreach?
Yes. AgentMethods gives you pre-built, compliance-friendly campaigns designed for AEP. They’re personalized to your clients and products, and they go out automatically so you can focus on appointments instead of paperwork.
How does automation save me time?
Automation takes the repetitive tasks off your plate. Emails go out on schedule, social posts publish themselves, and reminders happen without you lifting a finger — freeing you up to focus on clients instead of chasing busywork.
What parts of my marketing can AgentMethods automate?
Plenty. Your website runs 24/7, email campaigns send themselves, social posts go out automatically, and review requests are triggered without manual effort. We build the system, so you don’t have to babysit your marketing.
Will automation make my marketing feel generic?
Not at all. Every campaign is personalized to your product lines, client lists, and business goals. The system does the heavy lifting, but the voice and focus stay true to you.
CONTENT & COMPLIANCE
Content & compliance
What we write for you, and the rules it is written to.
Can I use carrier logos on my site?
We will help you add logos to your site and can guide you on best practices to follow the carrier branding guidelines. That said, only the carrier can give you permission to use their logo, so you will need to contact them for approval.
Is your content CMS compliant?
Yes. Every website, email, and social post we create is written with CMS Medicare marketing guidelines in mind. That means we use the right language (like “Medicare specialist” instead of “Medicare expert”) and avoid pitfalls such as putting “Medicare” in your business name. CMS doesn’t officially “certify” content, but we’ve launched thousands of compliant sites and campaigns for Medicare agents without issue. If your carrier or upline requests changes, we’ll work with you quickly to make sure everything is approved and ready to go.
INTEGRATIONS & TECHNOLOGY
Integrations & technology
How AgentMethods fits with what you already run.
Does AgentMethods connect to my CRM?
Yes. We’re integrated with Radius, Lead Advantage Pro, and AgencyBloc. We also connect with Zapier, which means you can integrate AgentMethods with just about any other system you use.
What happens to my website if I decide to leave AgentMethods?
The websites are dynamic systems built to run on our custom platform. Any content you upload to your site belongs solely to you and you are free to take it with you. The design, content library, and automated features are owned by AgentMethods. If you decide to leave AgentMethods, we discontinue hosting your domain and help you transition off of our platform.
Still have questions? Let’s talk it through.
Starting at $179/month
Growth starts here
This isn’t just a demo. It’s a chance to talk through your goals, challenges, and vision with someone who understands the insurance business. We’ll show you how to engage clients, build trust, and grow your book of business — without doing it all on your own.
Solutions
- Websites
- Compliant content
- Email marketing
- Scheduling tools
- Social media posts
- Automations
What to expect
- Schedule a time that works for you
- A live demo with an insurance marketing expert
- A conversation about what’s working, what’s not, and where you want to take your business
Ready to spend less time marketing and more time growing?
Get a live walkthrough of how AgentMethods can help you engage clients, build trust, and grow your book of business.
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