Advisor Evolved

Setup intake · Scope of work · Terms of service

Let's build your website.

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!

Everything between here and the form is our scope of work and general terms of service. It is short now because it is collapsed — open each section and read it. This doubles as your order form, and client agreement :)

Watch firstYour setup walkthrough1:12

SupportFrom this point forward, use only support@advisorevolved.com for questions and correspondence.

4 Key Things To Understand

BILLING CLOCK

Your monthly billing starts 30 days from the date you placed your order — not from launch day. Fill this form out in the next 24–48 hours and your site will be live before the first installment.

NON-REFUNDABLE

The one-time setup charge is non-refundable once development starts. We don't refund or pause monthly installments for delays on your side.

REVISIONS

One free revision session after we send the draft. Send one complete list within 5 business days and we do them all at once.

SUPPORT

Support is email only, at support@advisorevolved.com. Phone and Zoom are by scheduled booking. No Messenger, no personal inboxes.

The agreement · 9 sections

Scope of work & terms of service

Open each one. They are short. Signing the form at the bottom means you have read and accepted all of them.

Before we start

Billing & the 30-day clock 1 min read

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.

30 days is typically more than enough time for us to complete your website, but only if you're responsive and available during the design and build process. If you complete this intake form in the next 24–48 hours there is no reason your website won't be live before the first installment kicks in.

In the past we've had clients sign up with us and almost immediately disappear, or take days or weeks to respond to our requests during the build process.

Important

We will not refund monthly installments or pause subscriptions due to these types of delays on the client's part. Please be attentive and responsive during the process so we can build and launch your website in the 30 day window.

Important

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.

During the build

How we design your website 2 min read

It's important to remember, we build consumer-focused websites. Meaning, you as the insurance agent are not the target market for your own website, and thus your website will be designed and built based on the needs of prospective clients.

Through the years, we have developed and fine tuned a process and layout system that has been very successful for the insurance industry. We've used heat-tracking tools and real-world user testing to see where visitors click, and why. Our designs are based on that data and 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. When the general public is your prospect, it's important that your website be simple in design and navigation.

Our team is comprised of highly trained UX/UI designers, with decades of experience in wire-framing, and website design and development. We will obviously work together and we will always take the client's feedback and requests into consideration, but please leave the heavy design decisions to us, especially if you are not a professional designer, or really don't know what you want. 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 and design that works best.

Typical setup effort30–40 hours
Spread over10–20 days
Depends onyour response time

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) 2 min read

You will be allotted one free revision 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 us sending you the draft so we can complete them all at once. After those revisions are completed, the website will be published live online.

90% of the time, our client loves the site and is ready to go live with a handful 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, 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 — the 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.

Think of it this way

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 it is critical that we dial in what you're looking for on the initial call with your assigned Project Manager.

First revision sessionincluded
Deadline to send your list5 business days
Further revision rounds$400–$1,000

Again, remember: 90% of the time, this will never be a problem.

What's included 3 min read

The setup fee you paid (and ongoing monthly cost) covers building out, maintaining, and hosting your new website, as well as optimizing the entire website for SEO. Most importantly, it covers webmaster support — 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, with no website included.

Website hosting, security & SSL$99+/mo value
Complete design and build-out of the website$15,000–$30,000 value
Form builder with pre-built forms ready to go$99/mo value
Landing page software with pre-built pages$199 value
Pre-written, SEO optimized product pages$100 per page value
Stock images$29/mo value
Webmaster support$199+/mo value
Dozens of other paid add-ons you'd otherwise buy yourself$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.

See the full itemized list

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.
  • You get a login to modify any copy 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

Integratable tools

  • Hawksoft
  • Canopy Connect
  • Cover Whale
  • Risk Advisor
  • GloveBox
  • Insurance Agent App
  • Raters & service portals
  • Zapier integrated tools
  • Anything that can be embedded

Functionality

  • Video Proposal Tool **
  • Digital Case Studies Tool **
  • Google Reviews Pop-ups **
  • Agency Docs, a basic intranet **
  • Social Reels Popups **
  • Mobile App Bar **
  • ** requires PowerPack add-on

Hosting, caching & security

  • Enterprise Cloud SSD VPS instances
  • Nginx server-side caching layer
  • Daily backups
  • Daily malware scanning
  • New Relic performance monitoring
  • WAF (firewall)

SEO & performance

  • XML & HTML sitemap creation
  • Optimized meta data for posts/pages
  • Indexation rule setup
  • Robots.txt optimization
  • Open Graph setup
  • Schema markup built for insurance agencies
  • FAQ & review schema
  • Google Core Web Vitals optimization ($1,500+ value)
What's not included 1 min read

Please keep in mind the setup and base monthly charge does not cover the following:

  • 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)
  • Link building or NAP citations (sold separately)

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.

New

We are launching a done-for-you blogging service that includes 2 blogs per month, cross-posted to your Google Business Profile and social accounts, for $199/mo.

After launch

Taking your new website live 1 min read

Our job 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 you may experience a temporary dip in rankings, traffic, or leads as Google re-crawls the new version of your site and discovers the new content. 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 out of our control as far as how fast Google moves with re-crawling the new site.

After-care & support 1 min read

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 log in and make the most of your new website tools.

Ongoing, if you need help or have questions from time to time, 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 show you exactly how to get the most out of your site, from posting blog articles to creating new forms and much more.

On phone calls

We offer phone and 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. Please email us first with your question or request, and we can take it from there. Thank you!

The fine print

3rd party SEO & marketing agencies 2 min read

One of the great things about Advisor Evolved is you're able to consolidate a lot of different services and softwares into one tool and one 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.

With that in mind, we occasionally run into agencies who are already working with an outside SEO or digital marketing 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 is either obsolete or already included in what you pay us to do — so there could be a lot of redundant services 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 on SEO and traffic.

I've lost count of how many insurance agencies I've seen paying an “SEO guy” $1,500–$3,000/mo, and all they're doing is posting some AI generated content to their website and sending Google Analytics reports each month. In today's ecosystem, SEO is over-sold as a magic pill for lead generation, a lot of people fall for it, and worse, get locked into contracts they can't get out of.

So our word of advice is: be extremely careful who you hire, and for what. Honestly, when you work with us, you don't need anyone else.

Just like you wouldn't want one of your insureds involving 6 other insurance agents with their coverages and 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.

Access policy

We do not grant server level, theme, or plugin access to 3rd parties. If you hire a marketing company, they will only be given very limited access.

Want more than SEO?

If you're looking for a more full-featured digital marketing and traffic generation system, ask us about our Local Traffic Marketing service. It's a hybrid system that includes paid and organic traffic, automation support, and much more — all managed in-house under one roof, so the left hand always knows what the right hand is doing.

Ending service can be mutual 2 min read

Just like every insurance consumer may not be a good prospect or customer for your agency, not every agency is a good customer for us. In the last 12 years of building sites and offering marketing services, we've rarely had to end a relationship with an agency — but there have definitely been situations out of our control that resulted in us firing a client. Things like:

  • Rude, condescending behavior towards our staff. Everyone has bad days, but we have a zero tolerance policy for people who are rude or ignorant to our staff.
  • Repeated billing and payment issues. Credit cards get compromised, we get it — but if we have to repeatedly hunt you down for failed payments we'll end the relationship, after multiple fair warnings of course.
  • Demanding behavior. Good clients understand they are not our only customer. If every support request is “urgent” we are very likely going to end the relationship.
  • Repeated requests for out-of-scope work — support, projects, or services way outside of what we do and what we include.
  • Ghosting us during the build. People get busy, sick, etc., we get it — but if you don't reply to our emails for weeks or months at a time, you are not a good fit for us.
  • Repeated requests for a phone call. If every other email is “can someone please call me?!” you are not a good fit. We facilitate support through email, recorded tutorials, and scheduled Zoom calls.
  • Too many cooks in the kitchen. We had to fire an agency once because there were 4 or 5 decision makers on the project, yet no one could make up their mind. That resulted in a ton of delays, revision sessions, and stress.

What happens if we end a relationship? We will never just shut a person's site down without warning. Once we've decided the agency is not a good fit, we'll give them 60 days to have their site rebuilt elsewhere. We will export content, pages, and media that they can take with them, but they will need to commandeer a new provider and build a new site.

Again, this hasn't happened often through the years, and we don't expect it to happen with you. We have excellent retention and many clients who have been with us 10+ years. We are a fun loving bunch and honestly, if someone has a problem with us, it's normally a problem with them — if you know what I mean.

All of that said, we look very much forward to knocking your website project out of the park.

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