Make your tailored onboarding page for Insurance customer service representatives

Empower Insurance customer service representatives with Instapage to deliver impactful onboarding page experiences and boost conversions.

Note: Some features described here might be planned in our roadmap but not yet released. You can open a live chat from within your account and our Support team can offer more details or help you with workarounds.
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Build landing pages Build landing pages 500+ customizable layouts

Get your campaigns up and running faster with conversion-focused landing page layouts designed for every industry and business type. Easily scale landing page generation with Instablocks® and Global Blocks that you can save, reuse, and update globally.

Boost results Boost results Mobile responsiveness

All Instapage landing pages are optimized for responsiveness. They adapt to any screen size, ensuring a consistent user experience across all devices. Its built-in AMP support gives future customers a superior mobile browsing experience.

Build landing pages Build landing pages A/B split testing

Make data-driven decisions to optimize conversions with A/B testing capabilities applicable to both standard landing pages and AMP pages. Experiment with different landing page variations, separate elements, layouts, and content that you can instantly generate with AI.

Maximize campaign Maximize campaign Seamless ad mapping

Boost conversions and lower your CPA by personalizing your landing pages. With AdMap®, you can effortlessly visualize your ad campaigns, link them to relevant landing pages, or create new personalized pages. Then, synchronize updates of ads and landing pages without any back-and-forth.

Power up landing Power up landing Detailed reporting

Instapage provides detailed real-time reports over any period of time and across all your devices. To help you better understand your audience and optimize your marketing strategy, check conversion analytics that you can view directly from Instapage.

Improve alignment across Improve alignment across Integrations with 120+ marketing tools

Instapage seamlessly connects with popular marketing tools and platforms, including CRMs, e-commerce, analytics tools, marketing automation platforms, email marketing software, and more. Everything you need to drive conversions and grow your business is at your fingertips.

Build landing pages that get results
Gravity Digital increases CTR by 426% with message-matched landing pages
Boost results through landing page optimization
Gravity Digital increases CTR by 426% with message-matched landing pages
Personalize experiences for higher engagement and ROI Personalize experiences for higher engagement and ROI sidebar
Gravity Digital increases CTR by 426% with message-matched landing pages
Maximize campaign efficiency with ad mapping Maximize campaign efficiency with ad mapping sidebar
Gravity Digital increases CTR by 426% with message-matched landing pages
Power up landing pages with AI Power up landing pages with AI sidebar
Gravity Digital increases CTR by 426% with message-matched landing pages
Improve alignment across your creative team sidebar
Gravity Digital increases CTR by 426% with message-matched landing pages
Build landing pages500+ customizable layouts
Get your campaigns up and running faster with conversion-focused landing page layouts designed for every industry and business type. Easily scale landing page generation with Instablocks® and Global Blocks that you can save, reuse, and update globally.
Boost resultsMobile responsiveness
All Instapage landing pages are optimized for responsiveness. They adapt to any screen size, ensuring a consistent user experience across all devices. Its built-in AMP support gives future customers a superior mobile browsing experience.
Build landing pagesA/B split testing
Make data-driven decisions to optimize conversions with A/B testing capabilities applicable to both standard landing pages and AMP pages. Experiment with different landing page variations, separate elements, layouts, and content that you can instantly generate with AI.
Maximize campaignSeamless ad mapping
Boost conversions and lower your CPA by personalizing your landing pages. With AdMap®, you can effortlessly visualize your ad campaigns, link them to relevant landing pages, or create new personalized pages. Then, synchronize updates of ads and landing pages without any back-and-forth.
Power up landingDetailed reporting
Instapage provides detailed real-time reports over any period of time and across all your devices. To help you better understand your audience and optimize your marketing strategy, check conversion analytics that you can view directly from Instapage.
Improve alignment across500+ customizable layouts
Instapage seamlessly connects with popular marketing tools and platforms, including CRMs, e-commerce, analytics tools, marketing automation platforms, email marketing software, and more. Everything you need to drive conversions and grow your business is at your fingertips.

Create an onboarding plan for new customer support representatives: Your ultimate how-to guide

Building a successful onboarding page for insurance customer service representatives is essential to smooth operations and efficient training. With Instapage’s extensive library of conversion-focused layouts and user-friendly design tools, you can easily create a bespoke landing page that enhances learning and boosts engagement.

Step 1: Define Your Objectives

Start by determining the primary goals of your onboarding page. Are you introducing new representatives to company values, procedures, or software tools? Clearly defined objectives will help shape the content structure and style of your page.

  1. Identify target outcomes such as understanding company policies or mastering customer service protocols.
  2. Establish metrics for success to evaluate the effectiveness of the onboarding process.
  3. Gather feedback from past onboarding sessions to refine and enhance content.

Step 2: Choose the Right Template

Instapage offers a variety of adaptable templates specifically designed for onboarding workflows. Choose one that aligns with your branding and user needs. Understanding your audience's context will guide you in selecting the most effective layout.

  1. Select from over 100 customizable templates to match your brand identity.
  2. Employ visual elements to enhance understanding: infographics, videos, and interactive sections.
  3. Ensure the template is mobile-responsive for convenience and accessibility.

Step 3: Personalize Content for Engagement

Utilize personalization features to make content more relevant. You can achieve this through dynamic text replacement as well as tailored messaging that resonates with different roles in the insurance sector.

  1. Use dynamic content to show relevant information based on viewer roles.
  2. Align specific content with the previous experiences or knowledge of customer service representatives.
  3. Implement A/B testing to determine which personalized elements drive better engagement.

By following these practical steps, you can craft a well-structured onboarding page that effectively communicates the necessary information while fostering a supportive learning environment.

Take advantage of Instapage’s powerful features to simplify your page creation process, driving higher conversions and positive user experiences.

Ready to transform your onboarding processes? Start using Instapage today to unlock the full potential of your marketing efforts and deliver a compelling onboarding experience.

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“Instapage gives us the ability to tailor our landing page content and layout to tell a unique story for each geographical target. The platform also enables us to create different variations with content that performs well for each unique channel. Every marketing team needs this!”
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Tamar Friedland, Sr. Director of Global Paid Marketing
"Instapage has truly maximized our digital advertising performance by enabling us to offer matching, personalized experiences for every ad and audience. Now we can scale our landing page experiences as efficiently and effectively as we scale the ads themselves."
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Darren Lepke, Marketing Director
"If we have to wait on a developer, our creative velocity plummets. But Instapage has made it possible for us to exponentially grow our advertising programs and convert more customers"
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Alex Kracov, Head of Marketing

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Frequently asked questions about insurance customer onboarding

See insurance onboarding feature in action

See insurance onboarding feature in action

The speaker discusses the challenges faced when clients schedule their own appointments, highlighting the importance of guiding them through the process rather than merely providing a link. They mention a follow-up after 7 to 10 days to verify a policy issue, emphasizing the need for reviewing documents such as the decline coverage form. The speaker reflects on a past recommendation given to the client about conserving money, stressing the significance of discussing customer decisions thoroughly. They conclude by indicating that they plan to use this opportunity to upsell or cross-sell services and underscore the importance of requesting testimonials, noting that they prioritize testimonials over referrals.

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