Table of Contents

Key Takeaways

  • High-performing websites include clear goals, responsive design, easy-to-find contact information, and optimized lead forms.
  • A website can be one of your agency's most valuable marketing and lead generation tools.
  • AgencyBloc's Engage+ Websites are built specifically for health, benefits, Medicare, and life insurance agencies. Plus, they connect directly to AMS+.

Why Every Health Insurance Agency Needs a Website

People rarely buy health insurance from the first agency they come across online. They research, compare, and ultimately choose the agency that leaves the strongest impression. Your agency's website plays an important role in that process by helping visitors learn who you are, what you offer, and why they should choose your agency. 

This blog covers everything your agency needs to know about creating a website that works, including the benefits of having a website, common misconceptions that hold agencies back, and the key steps to building a high-performing online presence.

The Benefits of Having an Agency Website

A professional website is one of the most valuable assets your agency can have. Here are some of the key benefits of having a website:

  1. Building brand awareness & trust: A strong, strategic website helps visitors familiarize themselves with your company and gives you an opportunity to differentiate yourself from your competitors.
  2. Connecting with visitors: Your website opens the lines of communication with visitors, allowing you to collect their information through things like lead forms at their peak interest and initiate the next steps in your sales process.
  3. Generating leads: You need a place for searchers to find and contact you. Your website is a valuable touchpoint in your prospects’ buyer journey, giving them a space to learn more about you and leave their contact information with you.
  4. Educating potential clients: Many people don't fully understand what coverage they need or the differences between plan types. A website with helpful content positions your agency as a trusted resource.
  5. Serving your existing clients: Your agency website isn't just for attracting new business. It can also be a valuable resource for current clients. Educational articles, checklists, FAQs, and policy updates help clients find answers to questions they have.

While the benefits of having an agency website may seem clear, many professionals still hesitate to invest in one. In many cases, this hesitation comes from misconceptions about the cost, effort, and value of having a website.

Curious about how agencies are using their websites to generate leads and retain clients? Watch our free on demand webinar: From Clicks to Clients: Driving Growth With An Insurance Agency Website.

The 5 Misconceptions About Insurance Agency Websites 

Like we said, many insurance agencies question whether having a website is worth it. They ask: “can’t I just have a social media profile?” Or they assume they don’t need one because their clients already know how to reach them. Before you write it off, let's take a look at some of the common misconceptions about building and maintaining an agency website:

  • Misconception #1: "I work strictly from referrals."
    Referrals are a valuable source of business, but they aren't enough on their own. Even when prospects hear about you from a trusted source, they'll often research your agency online before reaching out. A professional website helps build credibility, reinforces your reputation, and supports your referral strategy.
  • Misconception #2: "I have a social media page—that's enough."
    Social media is a valuable marketing tool, but it isn't a replacement for a website. A website gives you greater control over your brand, improves your visibility in search results, and serves as a trusted source of information for prospects and clients.
  • Misconception #3: "Websites are expensive and difficult to maintain."
    Some websites can be expensive and building your own may include significant maintenance. However, the tools you use or website partner you choose can greatly impact both the cost and effort required.
  • Misconception #4: "I don't have the time or technical skills."
    Most agency owners aren't web design experts, and that's okay. The right website partner can handle design, updates, and maintenance, allowing you to focus on serving clients and growing your business.
  • Misconception #5: "A website won't help me get more clients."
    A well-designed website can be one of your agency's most effective sales tools. By attracting visitors, providing helpful information, and encouraging action through clear calls to action, your website can generate leads and support long-term growth.

Ready to put these misconceptions behind you? Let's walk through the key steps to creating a website that drives real results for your agency.

Is Your Website Working as Hard as You Are? Use our Insurance Website Performance Checklist to evaluate your website.

How to Create a High-Performing Website for Your Health Insurance Agency

To help your agency build a website that stands out from the competition, attracts visitors, and converts prospects into clients, we've outlined some key steps below.

Step 1: Define Your Goals

Before you start building your website, it’s important to have a clear understanding of what you want it to accomplish. Why are you creating this website? What are you hoping to achieve? Having S.M.A.R.T. goals will help your team set up your website for success.

How to define your website goals:

  • Be specific: Establish clear success metrics for your website, such as generating 10 new leads each month.
  • Know your audience: Identify the needs of your ideal clients and ensure your website provides solutions and relevant information to that specific persona.
  • Set measurable objectives: Focus on goals that can be tracked and evaluated through website analytics and lead forms.
  • Have clear next steps: Determine the actions you want visitors to take when they visit your site, such as requesting a quote or exploring your services, and make those next steps easy to find and follow.

Once you have clearly defined your agency goals, the next step is to choose a domain name for your website.

Step 2: Choose & Secure Your Domain

Your website domain is your presence on the internet, which is found by your IP address or domain name, such as www.agencybloc.com. It should be your company name or directly related to your brand in some way.

Here is how to get started with creating your website domain:

  1. Keep it short, easy to spell, and closely connected to your agency name or brand.
  2. Avoid using numbers, hyphens, or anything that could make it difficult for people to find, remember, or share your name.
  3. Choose your registrar or web hosting service.
  4. Ensure your desired domain is available for purchase using an online domain availability checker. Have a couple of ideas in mind in case your top choice is taken.
  5. Fill out the necessary forms to claim your domain. These forms ask for both personal information and contact details for the public “WHOIS” database, which helps users research companies to ensure they’re both legitimate and trustworthy. This is a step we recommend during any vendor research process.
  6. Pay for your domain. Prices will vary depending on the web host or registrar you use.
  7. Link your domain and website. Using the domain manager, connect your domain to your website; this will require entering host server information if you haven’t purchased your domain and web hosting from the same provider. If you don’t have the website set up yet, you can wait on this step – we’ll discuss the host server information shortly.
  8. Once you’ve completed step five, confirm your domain is live.

Note: If you choose a company or partner to help you build your website, they will often help you with these steps in securing your domain. With your domain secured and connected, the next step is creating the website itself.

Step 3: Build & Design Your Website

The website design process for agencies can feel overwhelming, especially when you're deciding how to bring your vision to life. To get started, choose the approach that best aligns with your agency's goals, budget, timeline, and available resources:

  • Build your own on a website-building platform such as Wix, Squarespace, or WordPress
  • Partner with a company that specializes in web design and development (even better if they specialize in web design for insurance agencies!)

There are some benefits and drawbacks to both approaches. No matter which path you choose, the goal is to build a website that showcases your brand and engages prospects.

Building your own website:

Pros Cons
You can usually purchase your domain name through the website builder when you sign up for their web hosting plan. It can be time-consuming.
You have complete control on the back end for customization, updates, and changes. If you use a DIY templated website through Squarespace or a similar platform, it can look “cookie-cutter” as there are only a set number of layouts, designs, and styles available.
It’s relatively inexpensive as all of the time and resources to support your website are sourced in-house. It may lack the creativity, strategy, and customization of a professionally-built website.

Partnering with a web design and development team or website partner:

Pros Cons
With the right website partner, you have an expert to take your ideas and turn them into reality. Can be costly; Thomas Digital estimates professionally-designed websites can start at $5,000 minimum (unless you are working with a subscription-based service, like Engage+).
They’re efficient with website design and development, so the turnaround could be shorter vs. doing it on your own. You may not have access to the back end to do your own website updates, so you may have to reach out to the company to perform these updates.
They offer custom-created websites that are unique and tailored to your company’s needs and goals.
They help you follow content marketing and SEO best practices to make your website the most successful it can be.
They generally have access to professional stock images, photographers, or a team of designers to create professional-looking website visuals.

Choose the option that best aligns with your agency's size and goals. Some agencies prefer to build and manage their own website, while others find it's worth outsourcing web design and development so their team can stay focused on clients and growth.

Whichever path you consider, take the time to research your options, compare providers, and speak with multiple companies to find the best fit for your agency.

Pro tip: If you're leaning toward a partner, look for one that understands health insurance compliance specifically as a general web agency might not know what's required for health insurance compliance.

Step 4: Add the Core Elements of Your Website

There are some of the essential features you’ll want on your website to ensure it generates success for your agency.

Build a Clean, User-Friendly Design

When it comes to your agency’s website, less is more. Instead of cramming your website with images, wordy text, and bright colors, opt for a simpler design that makes it easy for visitors to find what they’re looking for.

Use the following tips to help you achieve a simple and clean website design:

  • Limit your color palette: Use two primary colors and one or two secondary colors to create a clean, cohesive look. Choose colors that align with your brand and provide strong contrast on a white background.
  • Avoid overly bright or neon colors: While they may grab attention, bright colors can be distracting and make content more difficult to read.
  • Prioritize quality over quantity: Focus on clearly communicating who you are, what you do, and what makes your agency unique. Provide enough information to spark interest without overwhelming visitors.
  • Address your audience's needs: Frame your website messaging around the challenges prospects and clients face and explain how your agency can help solve them.
  • Optimize your images: Compress and properly size images to improve page load times and create a better user experience.

Clean and clear website layouts make it easier for visitors to engage with your agency — plus, it makes your agency look professional and inviting.

Ensure Your Website Works on Every Device

When designing your website, ensure it is responsive across all devices, including desktops, tablets, and smartphones. A responsive website automatically adjusts its layout and content to fit the user's screen, creating a consistent experience regardless of the device.

If your website is difficult to navigate on a smaller screen, visitors may be more likely to leave. A mobile-friendly website can help your agency convert more visitors into leads.

For more tips on creating a mobile-friendly agency, check out our blog, How to Become a Mobile Life & Health Insurance Agency.

Make It Easy to Contact Your Agency

If visitors are interested in your agency but can't easily find your contact information, they may leave and continue their search elsewhere. To make it easy for website visitors to connect with you, be sure to include the following on your website:

Take your contact information a step further by creating a Google Business Profile. It’s one of the simplest ways to get your agency to the top of local search results.

Use Lead Forms to Drive Conversions

Earlier, we highlighted lead generation as one of the biggest benefits of having a website. To turn visitors into prospects, your website should include lead forms that are easy to find and simple to complete. To make them even better, consider integrating your forms with your agency management system (AMS) so new leads can flow directly into your existing processes.

A lead form is a field-directed form that gathers information, giving your agency the information needed to follow up and start a conversation.

Use these best practices to make your lead forms more effective and conversion-friendly:

  1. Keep forms short and simple: Limit your form to around four fields whenever possible. Fewer fields reduce friction and increase the likelihood that visitors will complete the form.
  2. Place your form above the fold: Keep your lead form near the top of your webpage to increase the chance of visibility.
  3. Only request essential information: Since four is the sweet spot for form fields, if you need to gather more information, make those fields optional. For example, you could require a name and email address, but make a phone number optional.
  4. Ensure forms are mobile-friendly: In addition to a responsive website as a whole, your form should also be responsive. If it’s not and someone looks at your page from a mobile device, it could potentially cut off your form and make it a headache to fill out, which could cost you leads.

When designed and placed thoughtfully, a lead form can make the difference between a visitor leaving your website and a prospect taking the first step toward becoming a client.

Ready to Build a Website That Works for Your Agency?

Creating a website doesn't have to be complicated. If you're looking for a solution designed specifically for health, benefits, and senior insurance agencies, Engage+ Insurance Websites can help you launch a professional, lead-generating website without the time and complexity of building one from scratch.

Partnering with AgencyBloc for your insurance website gives your agency access to:

  • Built-in lead management: Capture, track, and follow up with prospects more efficiently through lead forms that connect directly to AMS+.
  • Compliance-friendly content: Focus on building trust and growing your business, not the logistics or compliance. Each Engage+ Website is built to meet health and benefits insurance industry regulations.
  • Mobile-friendly design: Deliver a seamless experience for visitors across desktops, tablets, and smartphones.
  • Stress-free management: Let our team handle setup, maintenance, and ongoing updates so you can focus on serving clients.
  • Conversion-focused websites: Attract, educate, and convert prospects with insurance-specific content and local SEO best practices.
  • Access to marketing resources: Strengthen your digital presence with additional tools, guidance, and resources for social media and Google Business Profile.

Whether you're creating your first website or replacing an outdated one, Engage+ makes it easier to generate more opportunities for your agency online.

Looking for More Ways to Grow Your Agency?

Watch this on-demand webinar to discover how agencies streamline email marketing, social media, and content publishing with Engage+ Content Marketing. Watch Now: See How Insurance Agencies Build Marketing Programs in Less Time with Engage+.

FAQ

What is included with an Engage+ Website?

Engage+ Websites are designed to be both cost-effective and manageable. With a one-time setup fee and an ongoing monthly subscription your agency will receive:

  • Professional website setup, including design, build, & lead form integration directly into AMS+
  • Customizations for branding, contact information, & service areas
  • Access to an industry-specific content library covering Medicare, group benefits, individual ACA, & life insurance
  • Quarterly content updates to keep the site fresh & optimized for search engines
  • Annual maintenance support for updates, content revisions, & lead form adjustments

With Engage+, your agency will get continuous education, personalized support, and a platform designed to evolve as your business grows.

How long does setup take?

Once we receive your completed onboarding form and branding materials, AgencyBloc will build your website and deliver a preview within an average of 10 business days. Following your approval and domain setup, we'll launch your site as soon as possible.

Can I use my current domain?

Absolutely. If your agency already has a domain, we'll connect your new website to that existing web address, seamlessly replacing your current site. If you don't have a domain yet, our team will guide you through the process of getting one set up.

Can I connect my social media accounts?

Yes, any pre-existing social media profiles can be linked to your website. Integrating these profiles makes your agency more accessible online, helping prospects find your agency more easily.

Can I include Google Reviews?

Yes. Reviews can be pulled directly from Google or displayed as specific customer quotes.

Can I link to enrollment sites or other third-party pages?

Yes. Third-party links can be featured on your website or added to the footer, making them accessible from anywhere on the site.

Is the website optimized for search engines?

Every Engage+ Website is built with local SEO in mind, helping your agency improve its visibility in search engine results. We optimize key elements such as business information, page descriptions, and metadata to help search engines better understand your website and connect it with relevant local searches.

What security measures are in place?

Security is a priority for every Engage+ Website. We use SSL certificates and current security best practices to help protect your site, reduce malicious traffic, and minimize spam leads.

This blog was originally published on April 25th, 2025, and has been updated and republished on June 17th, 2026. 

Posted by Shannon Beck on Wednesday, June 17, 2026 in Websites

  1. marketing
  2. productivity
  3. selling

About The Author

Shannon Beck

Shannon is the Marketing Specialist at AgencyBloc. She creates and curates engaging, helpful content across blogs, social media, and other digital platforms for health, benefits, and senior insurance agencies looking to grow. Favorite quote: "If you can dream it, you can do it." &m ... read more