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Agent Locators PDF Print E-mail
This Property & Casualty Insurance Monitor Report reviews the usability of agent locators on public property and casualty insurance sites. In our analysis, we looked at the places firms make their agent locators available, ideally looking for firms to promote the tool both on the homepage and throughout the site. We also graded firms by the types of filters users can apply to their search, and, most importantly, by the content and layout of the results page.
 
This P&C Monitor report reviews the agent locator tools offered by property and casualty firms. Specifically, we looked at the following aspects of each firm’s offerings:
  • Accessibility
  • Inputs
  • Results
Overall, firms performed well in this report, with three firms earning an A. All firms performed well in terms of accessibility, and all firms offered the basics of search criteria we were looking for. However, firms differed in the level of detail provided on the results page.
 
Firms performed well within the accessibility portion of our criteria, with all firms making their agent locators available on the homepage, either through a homepage promotion or a static link. Fifty-six percent of firms offer search criteria directly on the homepage, making it easier for users to perform a search. In addition, four firms promote their agent locators on the products pages of the site.
 
In terms of search options, we found that all firms allow users to search by location, but only four firms allow users to search by the agent’s last name. Few firms offer filtering options beyond name and location; only four firms allow users to search agents by the products they sell, and three allow users to filter by the agent’s language.
 
Finally, the amount of content on results pages varies. All firms display – or at least link to – a map showing the location of resulting agents, and all firms provide a phone number and address of agents. Sixty-six percent of firms display the office hours of each resulting agency. Finally, five firms include biographical information about agents, such as community involvement and awards, and four firms include a photo ID and languages the agent speaks.
 
Additional key findings include:
  • All firms offer easy access to the tool either from the homepage or on the static menu
  • Three firms allow users to filter searches by the agent’s language
  • All firms map agent locations; all except one firm displays the map directly on the public site
  • 56% offer email platforms for users to contact agents