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Policy & Pen

How it works

From the first call to the day the site goes live. One step belongs to your IMO, and we set no clock on it.

  1. 1

    Intro call

    Twenty minutes, by telephone or video, on what you sell, where you are licensed, and which template and tier fit. You leave with a recommendation and a price, in writing.

  2. 2

    Intake form

    One form: your name as licensed, your National Producer Number, each state's license number, your lines, your business name as filed, your IMO's compliance contact, and the photographs you have. We confirm every license against the state's own lookup before it goes on a page.

  3. 3

    We build and send a private preview

    The site is built from the template with your content. You receive a private preview link that nobody else can open, and a review document that shows every line of text on the site, page by page, with room for your changes.

  4. 4

    You review

    Mark up the review document or the preview. One revision round is included with Essential, two with Professional; further rounds are priced on the pricing page.

  5. 5

    Your IMO approves using our packet

    We send your IMO a packet: every page as rendered, the license table, the consent text, the disclosures, and a signature line. Launch waits until their sign-off is recorded. We give no turnaround for this step, because it is theirs.

  6. 6

    Launch

    We attach your domain, remove the preview protection, make the site visible to search engines, submit the sitemap, and send a test through the lead form so you see what a real request looks like in your inbox.

Ready when you are.

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

Request an intro call