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Home Page l l Lines of Business Pages l l About Us Page l l Team Directory Page l l Partners + Trusted Choice Pages l l Client Request Forms l l Contact Page l l Map + Directions l l Social Media Links l l Agency Blog Page l l Client Testimonials Page l l Testimonials Sidebar Widget l l Customizable Landing Pages l l Mobile-Ready Design l l

SEO Set Up l l

SEO Reporting l l Google Analytics Set Up l l Google Analytics Reporting l l Social Media Integration l l Employee Email Hosting 25 50

Client Connect Email Marketing System l l + Contact Management l l

+ Lead Capture l l

Website Content Library l l Social Media Content Library l l Email Content Library l l + Design Templates l l + Content Library l l Online Resource Center (Education-Training-Research) l l Monthly Group Coaching (Ask The Experts) l l Unlimited Online Customer Support l l Quarterly Consultation l l

Monthly Consultation l l

Quick-Design Websites

Site Design + Development

New best-in-class agency marketing platforms that help you build your brand, generate new prospects and expand your client relationships.

Pricing shown for single location. Excludes any applicable taxes. Please contact us for details. Exclusively for use and distribution by Consumer Agent Portal, LLC. All rights reserved.

category

description

essential advantage

Design Options (Featuring Agency Logo + Colors) 45 90+

Site Functionality Optimization + Analytics

Site Content + Services

Set Up $499 $1499 Monthly $99 $229

proud partner of Powered by

Explore.us

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Full-service custom platforms designed, developed, written, edited, managed and maintained entirely by our new professional team.

Home Page l l

Lines of Business Pages l l About Us Page l l Team Directory Page l l Team Member Pages l l Partners + Trusted Choice Pages l l Client Testimonials Page l l Client Request Forms l l Contact Page l l Map + Directions l l Social Media Links l l

Agency Blog l l

Team Member Blog Pages l l Customizable Landing Pages l l Customizable Widgets + Features l l Mobile-Ready Design l l Complete SEO Set Up + Reporting l l

Google Analytics Set Up + Reporting l l Employee Email Hosting l l

Lead Capture + Management l l Email Marketing System l l Integrated CRM l l

Professional Brand Assessment l l Professional Graphic Design l l Professional Website Copywriting l l Professional Blog Writing l l Professional Social Content l l Monthly Website Management-Enhancement l l Monthly Website Optimization l l Unlimited Online Customer Support l l

One-to-One Customer Support l l Monthly Consultation l l

Site Design + Development

Exclusively for use and distribution by Consumer Agent Portal, LLC. All rights reserved. Pricing shown for single location. Excludes any applicable taxes. Please contact us for details.

category

description

pro pro plus

Design Options (Complete Agency Identity) semi-custom custom

Site Functionality Optimization + Analytics

Site Content + Management Services

Set Up From $6999 Custom Monthly From $239 Pricing lAccording to program allowance.

proud partner of

Custom-Design Websites

Powered by

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Professional Design Options Branding Customization Choice of 12 Pages: • Home

• About Us • Partners

• Customer Testimonials • Contact Us

• Office Locations Social Media Links Insurance Blog Mobile-Ready Design

Complete SEO + Quarterly Reporting Google Analytics + Quarterly Reporting Traffic Analytics Analysis

Consumer Quoting System Agency Management System Drip Email Marketing System 24/7 Self-Service Administration

Professional One-Time Site Copywriting Professional Weekly Blog writing

Original Content Verification by Copyscape®

Quarterly Performance Meetings Unlimited Online Customer Support Easy-to-Use Website Editor

Dedicated Website Consultant Personal Phone Support Monthly Consultation

Beautifully-designed, full-service websites featuring integrated marketing and management systems for your agents plus online quoting and policy servicing for your customers.

Site Design + Development

Exclusively for use and distribution by Consumer Agent Portal, LLC. All rights reserved. Pricing shown for single location. Excludes any applicable taxes. Please contact us for details.

category

description

Site Functionality Optimization + Analytics

Site Content + Management Services

Contact Us for Pricing Options.

Note: These full-service websites require agency presence or purchase of EZLynx® Rating Engine (priced separately).

proud partner of

Online Quoting Websites

Integrated Site Tools

Site Marketing

Powered by

Elevate.us

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Google+ Business listings are among the most prominently displayed results on Page 1 – making these profiles a critical component in your efforts to reach today’s consumers. Like online versions of directory ads, Business pages are a free service featuring descriptive info, images, videos, reviews and links from local businesses. But Insurance and Financial Information is now the sixth most popular search category on the web – so your profiles must be optimized and updated regularly to provide your agency with optimal results. It’s the easiest way to outrank national competitors on a local basis. Project CAP doesn’t just set up your Google+ account and call it a day. We provide a complete, perpetual program that helps ensure continuous elevation of your online presence – day after day after day. We begin by assessing current search results performance for each location, evaluating opportunities for improvement and developing a plan to get it done. Then we optimize your online assets to ensure you start moving up in search results almost immediately. Once your initial program has been executed, we’ll review quarterly activity, report our findings and provide recommendations for further enhancements.

It all adds up to higher rankings, improved visibility, more client prospects and increased revenue.

New optimization and indexing services that help your agency rise to the first page of Google and other search results to reach new prospects.

Google+ Local Business Page l l l Creation /Enhancement of Your Google+ Local Page

The Foundation of Your Search Marketing

Keyword Optimization l l l Embedding of Critical Terms, Phrases, etc.

Categorical Optimization l l l Expansion to up to 10 Different Search Categories

Rich Media Optimization l l l Enhancement with up to 10 Images and 5 Videos

Expansion to 10 Total Directories l l l Including Bing, Yahoo and Others

Expansion to 40 Total Directories l l l Including All of the Above plus Yelp, Digg and Others

Quarterly Reporting l l l Comprehensive Outline of Performance

Quarterly Consultation l l l Recommendations for Improvement

Search Results Services

Pricing shown for single user. Excludes any applicable taxes. Please contact us for details. Exclusively for use and distribution by Consumer Agent Portal, LLC. All rights reserved.

category

description

essential advantage pro

Set Up $249 $499 $949 Quarterly $149 $349 $599

proud partner of

why you want it

Search Marketing Programs

In collaboration with

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New social media services, tools and training that make the most of conversation marketing to help you grow your online brand and business.

Custom Facebook Business Profile l l l Design or Enhancement of Your Facebook Page

Custom Facebook Tabs l l l Three Special Links to Your Website or Other Destination

Custom Twitter Business Profile l l l Design or Enhancement of Your Twitter Page

Custom Social Microsite I Mobile-Ready l l l For Managing Social Marketing Prospects and Programs

Third Social Channel Profile l l l Design or Enhancement of LinkedIn, Google+ or Other Page

Share Out Client Reviews App l l l To Collect and Promote Testimonials and Referrals

Weekly Facebook Posts l l l 3-5 Social Posts Per Week

Weekly Twitter Posts l l l 5-7 Social Posts Per Week

Weekly Third Channel Posts l l l 3-5 Social Posts Per Week

Monthly Email Marketing l l l One Custom Message to Clients and Prospects

Monthly Blog Writing l l l Two Professionally Written Blog Posts

Monthly Social Marketing Promotions l l l To Drive Client Reviews and Prospect Referrals

Includes Access to Special Incentives and Rewards

Initial Consultation l l l To Assess Current Social Presence ands Goals

Online Customer Support l l l Via Email and/or Resource Center

Monthly Coaching Sessions l l l To Outline Promotions and Plans

Social Media

Platforms

Pricing shown for single user. Excludes any applicable taxes. Please contact us for details. Exclusively for use and distribution by Consumer Agent Portal, LLC. All rights reserved.

category

description

essential advantage pro

Social Media Content + Promotion

Site Media Services

Set Up $469 $749 $999 Monthly $159 $229 $849

proud partner of l Available for $249 set up fee

Social Media Programs

In collaboration with

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bronze silver gold

Introduction to TrustedChoice.com l l l Instructional Module Outlining Consumer Portal

Introductory Digital Marketing l l l First 7 Modules of Online Educational Program

Intermediate Digital Marketing l l l Second 7 Modules of Online Educational Program

Advanced Digital Marketing l l l Third 7 Modules of Online Educational Program

Ask The Experts Webinars l l l Monthly Group Training on Timely Marketing Topics

Web Content Library basic inter adv Prewritten content for Auto, Home and Other Lines

Social Media Content Library basic inter adv Blog Posts, Tweets, Updates and Other Messages

Email Content Library basic inter adv Professionally Designed Messages and Campaigns

Google+ Set Up l l l Professional Website Installation of Analytics -Alerts

Google+ Optimization l l l Professional Optimization of Google + Business Page

Initial Marketing Consultation l l l Including Q+A with a Digital Marketing Professional

Online Customer Support l l l Via Personal Email and/or Resource Center

Live Customer Support l l l From a Digital Marketing Professional via Phone

Marketing

Education

Pricing shown for single user. Excludes any applicable taxes. Please contact us for details. Exclusively for use and distribution by Consumer Agent Portal, LLC. All rights reserved.

category

description

essential advantage pro

Marketing Content

Marketing Services

Set Up $0 $249 $349 Monthly $0 $49 $149

proud partner of

Special research, education, training, content and service resources designed to help you get the most out of your digital marketing programs.

These packages include basic participation in the new TrustedChoice.com consumer website and the Advantage package is also included in Project CAP’s new website programs at no additional cost.

Marketing Resource Packages

References

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