Website Build Intake

Everything I Need From You
Before I Build

Asset & information request

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Section 1 blocks design Sections 2–4 block launch Sections 5–6 make it sound like you

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0 Domain access 1 Identity & licensing 2 Trust assets 3 Products & operations 4 Existing material 5 Make it sound like you 6 Nice to have

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Type answers inline. Send large files and voice memos through your shared folder, email, or text message.

First, tell me who this is from

Your details

Your name *

Business or agency

Your email (optional, for your copy)

Starting point

Domain access

Where is the current domain registered? Will you be able to share access securely later?

Please do not enter a password in this form. We will arrange a secure handoff when needed.

List any other domain names you own, including ones you aren't currently using.

Required before design begins

Identity & licensing

These details establish the business identity, compliance foundation, and local service area.

Business identity

What main name should appear on the website and in Google search results for a Medicare agent or agency?

National Producer Number (NPN)

State insurance license number(s) and every state you're licensed in

Business phone number to publish as the main contact

Business email address that website contact forms should use

Physical business address for local "near me" search visibility

Note whether the full address may be published or should only be used for business listings.

Medicare compliance

Full list of carrier appointments, with MA, PDP, Medigap, and life listed separately

Who at your carrier(s) reviews marketing materials?

If you want, approved website copy can be submitted to them after you review it.

Any carrier-specific marketing rules you've received in writing

Errors and Omissions carrier and policy number

This is not published and is only needed for the compliance file.

Any carrier co-branding requirements or restrictions

Any marketing material you've had rejected before, and why

This helps identify what to avoid.

Service area

Counties you actively serve, ranked by where your business actually comes from

Cities and towns you want to rank for besides Sherman and Denison

Any county or state you specifically do not want leads from

Required before launch

Trust assets

Please send the parents' picture separately by email or through the shared folder.

Years in business and the year you started

Approximate number of clients or families served

A real number is more useful than "many."

Professional designations and certifications, such as AHIP, CLU, ChFC, or LUTCF

Memberships, such as NABIP, chamber of commerce, or local associations

Awards, carrier production recognition, or press mentions

Testimonials you can share now

If you have none, simply say so; a review-collection sequence can be included at launch.

Links to existing review profiles: Google Business, Facebook, BBB, Yelp, or others

Will you be able to provide Google Business Profile access later?

Please do not enter your Google password here. Access can be granted securely when connecting analytics and business tools.

Required before launch

Products & operations

Products

Which Medigap plans do you sell most often (G, N, high-deductible G, or others)?

Typical Plan G premium range in your main county for a 65-year-old

Do you have a guaranteed-issue product for declined applicants? If yes, which carrier?

Do you sell annuities?

Annuities require a separate page and different compliance treatment.

Dental, vision, hearing, hospital indemnity, cancer plans, or anything else you write

How leads should reach you

Where should form submissions go: email, text, or both?

How quickly can you realistically respond to a website inquiry?

Is there a CRM that may need to be integrated with contact and email forms?

It is completely fine if there is none right now.

Do you use or plan to use a scheduling tool such as Calendly?

What working hours should appear on the website, and what happens to a Saturday 8 p.m. form submission?

Do you want visitors to have a text-message option?

Share anything you already have

Existing material

If available, place these items in the shared folder or describe where they can be found.

Brochures, flyers, or direct-mail pieces you use

Presentations or slide decks you use in appointments

Carrier-approved materials library access or relevant links

Email templates or sequences you already send to customers

The content raw material

Make it sound like you

Everything above makes the site correct. This section makes it persuasive, personal, and recognizably yours. Voice memos are welcome by text or email if speaking is easier than typing.

Your story

How did you get into this business? Was there a specific moment or person?

Why Medicare specifically, and why life insurance alongside it?

Where did you grow up, and how long have you been in this area?

What should someone feel about you within ten seconds of landing on the website?

The actual conversations

What five questions do you get asked every week?

Use the exact words clients use, not a polished version.

What is the number-one thing people get wrong about Medicare supplements? What about final expense?

What objections do you hear most, and what do you actually say back?

Use your real words, even if they are not polished.

What's the moment in a call when you can tell someone is going to buy?

What makes someone a bad-fit prospect? Who do you turn away?

What do competitors in your area do that annoys you or that you'd never do?

Stories — anonymized

Do not include names or identifying details. The emotional truth and outcome are what matter.

Describe a client you genuinely helped: their situation, what you did, and how it ended.

Describe someone who came to you after a bad experience elsewhere.

Describe a final expense claim that was paid and what it meant to the family.

No identifying details, please.

Describe a time you told someone not to buy something.

Positioning

Finish this sentence: "People choose me over the 1-800 numbers because…"

What do you want to be known for in your county in three years?

Is there a niche you're strong in or want to serve?

Examples: veterans, teachers, farmers, a specific employer's retirees, a church, or a community.

Your voice

Words or phrases you use constantly

Words you'd never use or industry jargon that makes you cringe

Are you formal or casual? Would you say "Medicare beneficiaries" or "folks on Medicare"?

Sharpens targeting

Nice to have

Rough split of your book: Medigap vs. MA vs. PDP vs. life

How many life policies have you sold to existing Medicare clients, and roughly what portion of your book has no life coverage with you?

This helps size the biggest cross-service opportunity.

Any local partnerships worth mentioning, such as CPAs, attorneys, funeral directors, or senior centers

Ready when you are

Send your answers

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Everything I Need From YouBefore I Build

Your details

Domain access

Identity & licensing

Business identity

Medicare compliance

Service area

Trust assets

Products & operations

Products

How leads should reach you

Existing material

Make it sound like you

Your story

The actual conversations

Stories — anonymized

Positioning

Your voice

Nice to have

Send your answers

Everything I Need From You
Before I Build