Which markets can appear on an Agent Website?
The supported market options are Medicare, Life Insurance / Final Expense, Individual / Family Health, HCSM, and Dental. Only the markets enabled for the agent need to appear publicly.
Can I use my own domain?
Agent Websites can support a branded PURL and custom domain connection. Domain ownership, DNS, and final setup details are confirmed during the request and launch process.
What is included with Portal App & Alerts?
The Portal App plan adds a private dashboard for leads, activity, meetings, contracts, onboarding, contacts, resources, and supported alert experiences connected to the Agent Website workflow.
What does Complete Agent OS add?
Complete Agent OS adds the broader operating workspace, including Today, People, Schedule, Grow, My Business, and native My Agent Website tools, along with connected tasks, documents, contracts, metrics, and workflows.
Can I upgrade from one plan to another?
The plans are designed as connected levels. Upgrade availability and migration details are confirmed by the team based on the current account and configuration.
How do website leads reach the agent?
Lead-capture forms create a connected website lead workflow. Depending on the selected plan and configuration, the agent can review the lead through the portal or Agent OS and receive supported notifications.
Do I need technical website experience?
No coding is required to request the service. The request process gathers the business, branding, contact, and market information needed to configure the site.
Does Life and Health Agent Sites sell insurance?
No. Life and Health Agent Sites provides website and workflow technology for agents. The platform itself does not provide insurance advice, determine eligibility, or replace carrier and regulatory requirements.
