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Insurance agencies · Guide

Insurance agent pages: one tap from every policyholder

Policyholders call when something goes wrong: a wreck, a storm, a renewal letter they don't understand. They should reach their agent in one tap.

By Harrison Holt · · 2 min read

The Kardinal Insurance sample app on a phone, a labelled demo business
The labelled Kardinal Insurance sample. Open it.

Insurance is a relationship business with a phone tree in the middle. A client buys a policy from a person, then months later calls a main line and gets whoever's free. That's fine for a billing question. It's not fine after a hailstorm.

An agent page puts the client's own agent one tap away, on their home screen, all year.

What each agent gets

  • Their own page and app under your agency's name: photo, name, direct number and email.
  • Call and text in one tap. Text shows only when the number can take texts, so nobody texts a landline.
  • Save to Contacts, so the agent's number is in the client's phone before they need it.
  • Their own leads. A request on their page goes to their email, or their cell when texting is on.
  • Their own QR code for cards, renewal letters and the front counter.

Producers, CSRs and the owner

Anyone who talks to clients can have a page: producers, account managers, customer service reps and the agency owner. Each person is priced the same way, so you decide who gets one.

Reach everyone at once

Clients who tap the bell on your app can get push notifications from you: storm-season reminders, office closings, open enrollment dates. The Reach pack covers push notifications and ready-made message templates, and it's included for founding teams during launch.

One admin, no web developer

The owner or a co-admin adds, edits and retires people from one admin on their phone. Hours, numbers and photos can be changed the same way.

Insurance advertising has its own rules, and some carriers have brand rules for captive agents. Kardinal pages use your agency's own name and the facts from your own website. Check your carrier's guidelines on anything you add.

What it costs

Starts at $97 a month for the first person, plus $27 a month per teammate, and $17 a month from the 11th person. A 10-person agency is $340 a month. Monthly has a 6-month minimum, then month to month.

How it gets set up

Send a request with your agency's name and website. Harrison copies your team from your site, walks you through it, and you sign and pay when you're ready.

Straight answers

Does this replace our agency website or carrier site?

No. It runs beside them. Your website stays exactly where it is.

Can clients send us photos of a claim?

Clients can send photos and files from the app, straight from their phone.

Is it an app clients have to download?

No. It opens in the browser and saves to the home screen like an app, with a square icon. No app store.