Regesta helps independent insurance agencies get found by more local prospects, convert more inquiries and quotes into customers, and recover revenue already sitting inside the agency.
Generate more local calls and inquiries.
02CONVERT MORERespond and follow up to an outcome.
03RECOVER MOREReactivate opportunity already owned.
Regesta does not solve one isolated marketing problem. It creates inbound opportunity, protects it from leakage and recovers value already sitting inside the agency.
Use Google Maps, local SEO, reviews and AI-search visibility to help more local insurance shoppers discover the agency and make contact.
More inbound calls and inquiriesHartwell Insurance 4.9 · Open now
NEW INBOUND CALLHome + Auto
Respond immediately, recover missed calls and systematically follow up with every inquiry and open quote until there is an outcome.
More inquiries and quotes become customersNEW PROSPECTDana Whitfield
IN PROGRESSQUOTE REQUESTWeb form received
ACKNOWLEDGEDText + email sent
QUALIFIEDAuto + Home · 21 days
BOOKEDTomorrow · 9:30 AM
Reactivate old quotes, lost customers, upcoming renewals, cross-sell opportunities and referral relationships already inside the agency.
More revenue from the existing bookAngela CarterAuto quote · 7 months ago
NO OUTCOMERobert MillsHome renewal · 19 days
RENEWALLena ParkAuto only · cross-sell
UNTAPPEDREPLY · 4 MIN AGO“Yes, I’m still interested. Can someone call tomorrow?”
Most independent insurance agencies don’t need to start by pouring more paid leads into a system that is already leaking revenue. First, capture more value from the local prospects already searching, the inquiries already arriving, the quotes already issued and the customers already in the book.
Every function has one of three jobs: generate opportunity, capture it before it disappears, or recover value the agency already owns.
A premium digital salesperson that establishes credibility, demonstrates the agency’s work, answers questions and converts more visitors into identifiable opportunities.
Presents the agency as an established, credible market leader
Increases confidence before the prospect calls
Makes the website work properly on phones, tablets and desktops
Converts more mobile visitors into inquiries
Reduces delays and abandonment
More visitors remain on the site
Communicates services, differentiation, proof and next steps immediately
Prospects understand the company and take action faster
Gives every major service its own clear sales page
Improves service relevance, conversion and search visibility
Creates locally relevant pages for priority markets
Helps the business appear relevant across its target market
Shows the people, experience and story behind the business
Builds familiarity and trust
Displays real agency expertise and customer outcomes using team, community and client-story content
Gives prospects tangible proof of capability
Demonstrates visible transformation
Makes the value of the agency’s work easier to understand
Places customer proof throughout the buying journey
Reduces uncertainty and strengthens conversion
Makes agency licensing and professional credentials visible
Reassures risk-conscious insurance shoppers
Explains available payment or premium-payment options
Prevents viable customers from self-disqualifying prematurely
Communicates what licensed staff handle, expected timelines and next steps
Reduces perceived purchasing risk
Answers common questions and objections
Reduces friction before the initial conversation
Directs visitors to call, message, request an quote or book
Produces more intentional inquiries
Lets mobile visitors call immediately
Removes unnecessary steps from conversion
Collects contact and customer success information
Turns anonymous visitors into actionable leads
Allows prospects to submit supporting documents or relevant documents
Gives the agency useful context before responding
Gives visitors an immediate conversational contact option
Captures prospects who do not want to call
Allows qualified prospects to request or schedule appointments
Reduces scheduling friction
Sends every website inquiry into the agency’s system
Prevents web leads from being lost
Starts the appropriate response workflow after an inquiry
Improves speed and consistency
Displays current customer reviews on the website
Keeps website social proof fresh
Tracks visits, sources and conversion actions
Shows how the website contributes to inquiries
Helps search systems understand services, lines of business, locations, FAQs and business information
Strengthens the business’s machine-readable online presence
Keeps the website protected, accessible and maintained
Removes the technical burden from the agency
You will have an app on your phone where you can see every enquiry, call, text, missed-call response, appointment and follow-up happening in real time.
Then every week, you will receive a branded activity report showing what came in, what was caught, what was followed up, what booked and what still needs attention.
HARTWELL INSURANCELive agency activity
SYSTEM LIVE27NEW ENQUIRIES
11CALLS RECOVERED
8APPOINTMENTS
Missed-call replyLaura · Homeowners · 2mOPEN
Appointment bookedMarcus · Commercial Auto · 12mVIEW
Five-star reviewResponse drafted · 34mAPPROVE
Old quote reactivatedAngela · Auto + Home · 1hOPEN
Regesta works the customer-facing edge around the licensed work: capture, response, logistics, booking, follow-up, reputation and visibility.
NO QUOTING OR BINDINGCoverage, pricing and policy decisions remain with licensed staff.
NO INSURANCE ADVICERegesta never recommends policies or coverage.
HUMAN HANDOFFSubstantive questions reach the correct licensed team member.
We're currently opening Regesta to a limited number of independent insurance agencies at our Early Adopter Rate while we build out our initial agency group.
$747one-time implementation
$747per month
$1,497one-time implementation
$1,497per month
Early adopters who join before the increase keep their $747/month rate for as long as they remain an active Regesta client.
30-Day Money-Back GuaranteeTry the complete Regesta system for 30 days from go-live. If you don't believe it is worth continuing, tell us within those 30 days and we'll refund your payment. No questions asked.
Early adopter pricing is available for a limited time and may be withdrawn once the initial agency allocation is filled.
IMPLEMENTATION$747one time
MANAGED SYSTEM$747per month
All 18 system components
247 documented functions
Up to 20 initial website pages
One approved reactivation campaign monthly
Branded mobile workspace
Weekly revenue activity reporting