Advisor Evolved Website Setup Intake Form
Including Scope of Work & General Terms of Service
Important: Read Everything Below Carefully
Complete the questionnaire at the bottom of this page to get the setup process started. Once you submit it, your setup will be assigned to one of our team members and that person will email you shortly thereafter and the process of building out your site will begin. Boom!
From this point forward, only use our support email for any further questions, and correspondence: support@advisorevolved.com
Billing
As mentioned in a few different places on our website, your monthly billing cycle automatically starts 30 days from the date you placed your order with us.Â
30 days is typically more than enough time for us to complete your website, but ONLY if you’re responsive & available during the design & build process.Â
If you complete your questionnaire in the next 24-48 hours there is no reason your website won’t be live before the first installment kicks in.Â
In the past we’ve had clients sign up with us and disappear, and take forever to complete the intake form, or take forever to respond to our requests during the build process.Â
We will not refund monthly installments or pause subscriptions due to these types of delays on the clients’ part. Please be attentive & responsive during the process so we can build and launch your website in the 30 day window.
**** Important: Please remember that the deposit/setup charge is non-refundable once the website development process has started. We will not refund or pause subscriptions due to project delays on your part. ***
Cancellations
Need to cancel your Advisor Evolved services? Send us a message to our official support email support@advisorevovled.com. We don’t lock you into contracts or hit you with fees for cancellations, so feel free to cancel whenever you need to. Once you send that email, our team will take care of the rest and confirm everything for you. If you have any questions, don’t hesitate to reach out anytime.
Website Design Process
It’s important to remember: you as the insurance professional are not the target market for your website. Insurance consumers are.Â
Through the years, we have developed and fine tuned a process and layout system that has been very successful for insurance consumers. We’ve used heat-tracking tools, and real-world user testing to see where visitors click, and why. And thus, our designs are based on that data & real-world experience in this industry.
We build websites that serve your prospects and existing customers in the best way possible. After all, we are building the website for them, more than you. They do not understand what the association or carrier logos mean on your website, or what the jargon you use as an agent means. When the general public is your prospect, it’s important that your website be simple in design and navigation.
Our entire team are highly trained UX/UI designers, with decades of experience in layout and website design & development. Please leave the design decisions to us. It’s why you’re hiring us after all.
After you complete this intake form, your assigned Project Manager will work with you to develop a layout & design that fits your agency and the way you do business.
The typical setup process takes us on average 30-40 hours to complete. That 30-40 hours is normally spread out over the course of 10-20 days depending on the response time from the client.
Once the website is ready for you to review, we will send you a “draft” of the website for your review on a staging URL.
Change Requests & Revisions (Scope of work)
You will be allotted one free revisions session after the draft site is presented. If you need to request revisions after reviewing the draft site, we need a complete list within 5 business days of sending you the draft site so we can complete them all at once. After those revision are completed, the website will be “published” live online.Â
90% of the time, our client loves the site and is ready to go live with a hand-full of minor revisions that typically take us less than an hour to complete.
In other situations, the client will have a tough time making up their mind, and/or ask us for tons of changes that take several more days or weeks to complete, that fall outside of the initial “scope of work” (setup charge and timeline they have paid for).
In those situations we have to charge additional fees to pay our Project Managers for the additional time it takes to make these revisions.
We handle these situations on a case-by-case basis, and will obviously warn the client ahead of time that there could be a possibility of additional charges based on their requests.
Understand that building a website is like building a house. It’s not easy to undo all the work we put into these builds, so if the client changes their mind multiple times or does a complete 180 on what they want after the initial site is built, that is going to cause problems with the development timeline, and will most certainly cost more money.
This is why its CRITICAL that you dial in what you’re looking for on the initial call with your assigned Project Manager.
Again, you will be allotted one free revisions session. If you need to request revisions, we need a complete list within 5 business days of sending you the draft site so we can complete them all at once. After that, the website will be “published” live online.Â
If you need further revisions after the initial free revisions round, the cost could range anywhere from $400-$1000 depending on what you want to do. Again remember, 90% of the time, this will never be a problem.
What's Included
As we mention on our FAQ, the setup fee you paid (and ongoing monthly cost) covers the cost of us building out, maintaining, and hosting your new website, as well as optimizing the entire website for SEO. Most importantly, it covers webmaster support, so if you need help with something or run into an issue, you can email our team for help. Understand that there are webmaster services out there that charge more than we charge JUST for support services (no website included).
Here is a quick list of some of the things included (click green tab below to reveal a more detailed list):
- complete design AND build-out of the website ($15,000-$30,000 value)
- form builder w/pre-built forms ready to go ($99/mo value)
- landing page software w/pre-built landing pages ready to go ($199/value)
- pre-written, SEO optimized product pages ($100 per-page value)
- stock images ($29/mo value)
- webmaster support ($199+/mo value)
If you want custom content pages, landing pages, forms, or other custom layouts, they will be charged separately outside of the initial setup fee.
Alternatively, we have tutorial videos that show you exactly how to do everything you’d want to do with regards to adding new pages, blogs, forms and more, so if you’d rather do it yourself or delegate it to someone in your agency, you have the freedom and access to do that at no additional charge.
Included Pages:
Home
About
Team
Contact
Service Options
Online Reviews
Referrals
Start Quotes
Embed/Portal Pages
— Raters
— Canopy Connect
— Payment Portals
— Service Portals
— Mobile App Portals
Product Pages
— Personal Lines (auto, home, renters, condo, umbrella, specialty dwelling, etc.)
— Commercial Lines (BOP, Package, Comp, Auto, Cyber, etc.)
— Health/Group (Group Health, Benefits, etc.)
— Senior Products (Medicare, Long Term Care, etc.)
(If you want to modify the copy/verbiage, you’ll be provided with a login to make any updates you want)


Included Landing Pages
— Google AdWords
— Webinar/Marketing
— Beauty
— Brewery
— Cannabis
— Contractors
— Cyber
— FAQs
— Farm & Agro
— Habitational
— High Net Worth
— Landscaping
— Lawyer
— Life Insurance
— Loan Officer & Realtor Referrals
— Medicare & AEP
— Non-Profits
— Pet Insurance
— Restaurant
— Trucking
— Wedding
— Work Comp
Included Forms:
Contact/Service Request
Start Quotes
Referrals
Renewal Review
Certificate Requests
Included Integratabtle Tools
Hawksoft
Canopy Connect
Cover Whale
Risk Advisor
GloveBox
Insurance Agent App
Raters & Service Portals
Zapier integrated tools
Anything that can be embedded
Included Functionality (** requires PowerPack add-on)
Video Proposal Tool** (absolute game changer)
Digital Case Studies Tool**
Google Reviews Pop-ups**
Agency Docs (basic intranet)**
Social Reels Popups**
Mobile App Bar**
Included Hosting, Caching, & Security
Enterprise Cloud SSD VPS Instances
Nginx Server-Side Caching layer
Daily Backups
Daily Malware Scanning
New Relic Performance Monitoring
WAF (Firewall)
Included SEO & Performance
XML & HTML Sitemap creation
Optimized Meta Data for Posts/Pages
Indexation Rule Setup
Robots.txt Optimization
Open Graph setup
Schema Markup specifically for Insurance Agencies
FAQ & Review Schema
Google Core Web Vitals optimization ($1500+ value)
What's NOT Included
Please keep in mind the setup and/or base monthly charge DOES NOT COVER the following items:
- Ongoing creation of custom images and/or graphics
- Custom layouts, pages, forms, etc. that are not already included in our package
- Ongoing copywriting (blog articles, pages, other content pages)
- Ongoing analytics or reporting (we can show you how to set this up yourself)
As mentioned previously, we do offer these services on a one-off-purchase basis and will direct you to the right place if you need help and want to purchase these add-on upgrades during the development phase and/or after the website goes live.
**Update: we are launching a done-for-you blogging service that will include 2 blogs per month, cross-posted to your Google Business Profile & social accounts for $199/mo.
3rd Party SEO/Marketing Agencies
One of the great things about Advisor Evolved is you’re able to consolidate a lot of different services and softwares into one singular tool and point of contact. You don’t need to hire a separate designer, developer, or buy a bunch of form and landing page softwares. That’s all included already! We’re truly a one-stop shop for all things website and digital marketing related.
With that in mind, we occasionally run into agencies who are already working with an outside SEO and/or other digital marketing type of company. While we won’t stop you from using these services, we do want to caution you that some (or all) of what they’re doing for you is either obsolete, or already included in what you already pay us to do, so there could be a lot of redundant services/features that you’d want to be aware of. What’s more, we have found many times that these marketing agencies are doing very little, if anything to actually move the dial when it comes to SEO/traffic.
I’ve lost count of how many insurance agencies I’ve seen paying an “SEO guy” $1500-$3000/mo, and all they’re doing is posting some AI generated content to their website and sending them Google analytics reports each month. In today’s ecosystem, SEO is over-sold as a magic pill for lead generation, and a lot of people fall for it, and worse, get locked into contracts they can’t get out of.
So our word of advice here is, be extremely careful who you hire, and for what. Honestly, when you work with us, you don’t need anyone else!
Furthermore, just like you wouldn’t want one of your insureds involving 6 other insurance agents with their coverages/policies, we don’t want 6 different people doing stuff on your site, especially if we’re already taking care of it for you.
When we build your website, we already take care of all of the on-site advanced SEO, including schema markup, meta data optimization, indexation rules, page speed optimization, and much more.
99.99% of the time, you will not need to pay for an “SEO guy” or other service to do anything on your website.
That said, if you need help from someone to post blogs to your site or help with other related content, we can grant that person limited access to do those things.
***We do not grant server level, or theme or plugin access to 3rd parties. Again if you hire a marketing company, they will only be given very limited access.
***If you’re looking for a more full-featured, digital marketing & traffic generation system that’s not just SEO, ask us about our Local Traffic Marketing service. Its a hybrid system that includes paid & organic traffic, automation support, and much more, and best of all, it’s all managed in-house under one roof, so the left hand always knows what the right hand is doing….no need for 3rd party companies!
After-care Support
Speaking of help, once your website goes live, you can schedule a personal one-on-one onboarding call with our support wizard, Patrick, so you know how to login and make the most of your new website tools.
Ongoing, if you need help or have questions from time to time, you need to email us at support@advisorevolved.com. Email allows us to triage and delegate incoming tickets more effectively, and is the absolute fastest way to get help from our support team.
We also have a complete library of training tutorial videos that will show you exactly how to get the most out of your site, from posting blog articles, to creating new forms, and much more!
P.S. We offer phone and/or Zoom support by scheduled booking only. We’ve had a lot of people in the past email us with “someone please call me”. This is like your insurance client who wants a phone call, when all they need is an ID card. It could have been an email and resolved much quicker.
We simply cannot fulfill phone call requests in real-time, or we’d be on the phone all day, and get nothing done. Again, please email us first with your question/request, and we can take it from there. Thank you!
Taking Your New Website Live
Our job at AE is to provide you with not just a better looking website, but a more technically sound website inside and out, that improves your digital presence long term. During the setup process, we are normally forced to clean up and correct link structure, page content, navigation order, and the overall structure of the site we’re working on.
After pushing the new version of the site live, it can take Google up to 180 days to re-index the new sitemap depending on the crawl rate of your old site, which is typically pretty slow for sites that don’t regularly create new content.
This means that you may experience a temporary dip in rankings/traffic/leads as Google is re-crawling the new version of your site, discovering the new content and/or changes. This is completely normal and nothing to be concerned with.
99% of the time our client sites’ rankings improve almost immediately, but there are some situations and things that are out of our control as far as how fast Google moves with re-crawling the new site.