A benefits broker website that gets employers to request a renewal review
A benefits broker website works when an owner, controller or HR lead searching for group health options finds a page that speaks to a company their size, sees what a renewal review involves, and asks for one with their employee count and renewal date. We build those pages, the review request form and the article stream, and manage the site through renewal season.
What usually goes wrong for benefits brokers
- Employers decide in the ninety days before renewal, and your site gives them no reason to book a review before the incumbent broker calls.
- The site talks about "benefits solutions" while the controller is searching for "small group health insurance" and finds a PEO instead of you.
- HR contacts who want to know what you handle, from enrollment to COBRA to compliance notices, cannot find a list and assume you only sell plans.
- Every lead arrives without an employee count or renewal date, so the first call is spent qualifying instead of advising.
The pages your site will carry
Each one written for search and for a phone, each with the next step on it.
- 01Home
- 02Group health insurance
- 03Dental, vision and ancillary
- 04Level-funded and self-funded options
- 05Enrollment and HR support
- 06What a renewal review covers
- 07Industries we serve
- 08Request a renewal review
Renewal review request form for employers
A form written for the person who signs the renewal. It asks for company name, industry, number of benefit-eligible employees, the current renewal month, whether they hold a group plan today, and the best contact. It does not ask for the current census or rates; you request those once the review is booked. Each request lands in your CRM tagged by renewal month, so you work the ones that are due first.
A quote request is not a quote, an application or a binder. Nothing is in force until a licensed producer and a carrier bind it.
Three ways to run it
Same site on every plan. The larger two add the AI Engine and the Content Engine. The $697 build fee is invoiced only after launch.
- Single LineThe website, fully managed Live in 7 days
- Multi-LineEverything, plus the AI Engine Live in 10 days
- Agency BookEverything, plus the Content Engine Live in 15 days
Questions from benefits brokers
Can the site speak to employers by company size?
Yes, and it should. A page for companies under fifty employees, one for mid-size groups and one for larger employers, each describing the options that usually apply and what a renewal review looks like at that size. We write them from your own appetite and process. The site never states which plan an employer qualifies for; that is the review you run.
What articles would you publish for a benefits broker?
Explainers that HR leads and owners search before renewal: what level funding means, how to read a renewal letter, what notices a small employer has to send. Each is 2,500 to 3,200 words, cites public sources such as federal agency pages, and states it is general information. The Agency Book plan adds a third article a week for brokers competing in a larger metro.
Do you build a client portal or enrollment system?
No. We build the marketing site that brings employers to you and the request form that qualifies them. Enrollment, census collection and plan documents stay in the benefits administration platform you already use, and the site links employers to it where you want. Keeping those separate keeps the public site fast and keeps employee data out of a marketing website.
How soon can the site be live before our busy renewal quarter?
Single Line launches in 7 days, Multi-Line in 10 and Agency Book in 15, counted from the onboarding call, provided you return the details we ask for. Brokers planning for fourth-quarter renewals usually book the onboarding call in late summer. The one-time build fee is invoiced only after the site is live and you have approved it.
See it built for benefits brokers.
A live walk-through, on your screen, of the site you would get: your lines, your towns, your quote form.