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Policy & Pen

A website you own, with the rules already written in.

We build websites for independent life, health, annuity and long-term care agents. The template carries the advertising rules, the site carries your name, and it is yours to keep.

Sample agent, fictional: the Hearth template in the Orchid theme on the Light ground, on a phone.
Sample agent, fictional. Hearth, Orchid, light ground.

Looks better than the competition

Three templates drawn for agents rather than adapted from a generic kit, photography that shows a scene instead of a stock handshake, and type set to be read without reading glasses: 18-pixel body text at 7:1 contrast, and nothing you have to tap smaller than 48 pixels.

Compliance built into the template

Your name and license block on every page, a license table with each state's lookup, a restricted-phrase guard, and a consent record on every lead. The template carries the rules, so every site built from it does too.

Yours to keep

Your domain, your content and your site. There is no setup fee and no long-term contract. Leave the care plan and you receive a static copy of the site to host wherever you like.

Try a look

Three templates, five themes, light or dark. Every image below is the real template rendered for a fictional sample agent, at desktop and phone widths.

Template
Theme
Ground

Warm and settled. A photograph-led home page with the audiences as tiles. Deep navy with brass.

Sample agent, fictional: the Hearth template in the Harbor theme on the Light ground, on a desktop.
Sample agent, fictional. Hearth, Harbor, light ground.

See every combination on one page

How it works

  1. 1

    An intro call

    Twenty minutes on what you sell, where you are licensed, and which of the three templates fits. No slides.

  2. 2

    The intake form

    Your name as licensed, your license numbers, your lines, your states and your IMO's contact. We confirm every license against the state lookup before it goes on a page.

  3. 3

    We build, you preview

    We build the site and send a private preview link. Nothing is indexed and nothing is public until launch.

  4. 4

    You review, your IMO approves

    You mark up the wording. We send your IMO our approval packet, and launch waits until their sign-off is recorded.

  5. 5

    Launch

    We attach your domain, make the site visible to search engines, submit the sitemap and send your lead-email test. From then on, the care plan keeps it current.

The whole process, step by step

Compliance built in

The template carries the rules, so every site built from it does too.

What is built in
  • Your name and license block on every page, and a license table with each state's lookup.
  • A restricted-phrase guard on every line of copy, and carrier names only where an approval is on record.
  • A consent record on every lead, and a form that never asks for health details.
  • An approval packet for your IMO, with launch held until the sign-off is recorded.

Pricing

No setup fee, care plans month to month, and the site is yours to keep.

Essential

$790

One template, one theme, and everything the rules require.

Professional

$1,490

Any look, every line, and your story written with you.

Agency

From $2,990

An agency site with a page for each agent and leads routed to the right person.

Care $49/mo

Care Plus $99/mo

Everything that is included

Questions agents ask

Do I own the site?

Yes. The domain is registered in your name, the content is yours, and if you leave the care plan you receive a static copy of the site to host anywhere.

Can my IMO review it before it goes live?

They must. We send them a packet with every page as rendered, and launch waits until their sign-off is recorded. We give no turnaround for that step because it is theirs.

What if a rule changes after launch?

The template changes, and the change is merged into every site on a care plan. The compliance page describes what is tracked.

Which coverage lines can the site cover?

Life, health, marketplace health, long-term care, and fixed and fixed indexed annuities. Each line is a module with its own page, and Essential includes three of them.

Can I name the carriers I am appointed with?

Only with that carrier's written approval on record. The check reads your record, not the page, so an unapproved name cannot be added later.

How long does it take?

Most Essential and Professional sites are in preview within two weeks of the intake form. Launch depends on your IMO's review, which we do not set a time on.

Ready when you are.

One call to find out which template and tier fit. No obligation either way.

Request an intro call