The Kinney Insurance Agency: Modern Lead Capture for a Two-Office Independent Agency Founded in 1932
Website contact and quote-request capture connected to a CRM with instant notifications to the agency's team, plus ongoing website support for an independent insurance agency serving Washington and Saratoga Counties.
Book Your 15-Min Walkthrough Visit Kinney InsuranceAbout Kinney Insurance
The Kinney Insurance Agency is an independent agency with offices in Hudson Falls and Galway, NY, representing carriers such as Travelers, Erie, Progressive, NYCM, Safeco, The Hartford, and Hagerty. The agency writes auto, home, business, and life coverage for Upstate New York families and businesses, and has been in business since 1932.
Media Pillars is a long-standing partner for the agency's website and online lead capture.
The Challenge
Insurance quote requests are time-sensitive. A prospect comparing agencies will go with whoever responds first, so a web form that emails a generic inbox is not good enough.
The agency needed every website inquiry, with all of the details the prospect entered, delivered instantly to the right team members, logged in a system the agency owns, and easy to follow up on, without adding software the staff would have to learn.
What Media Pillars Built & Manages
Media Pillars provides the agency's website and the lead-capture system behind it.
Website Contact & Quote-Request Capture
Contact and quote-request forms built on the Media Pillars platform and embedded on the agency website, capturing every field the prospect enters.
Instant Team Notifications
Each submission is emailed in full to the agency's designated team members the moment it arrives, so follow-up starts immediately.
CRM Record for Every Inquiry
Every inquiry becomes a contact record in the agency's own CRM sub-account, giving staff a history of every web lead and a place to track follow-up.
Website Care & Support
Ongoing WordPress maintenance, updates, and support so the agency's site stays secure and current.
Local Search Foundations
On-page optimization for the agency's two office locations and the communities they serve.
Ready for Automation
The CRM foundation allows missed-call text-back, review requests, and renewal-reminder automations to be switched on as the agency grows.
The Outcome
- No web lead sits unseen: submissions reach the team instantly with every detail included.
- The agency owns a growing record of its web inquiries instead of a scattered email inbox.
- Staff use the tools they already know, email and the website, while the CRM does the bookkeeping behind the scenes.
- A foundation is in place for text-back, review, and renewal automations when the agency is ready.
Services Delivered
Every service on this project is something we offer to any insurance or financial-services business:
Platform Stack
Frequently Asked Questions
What did Media Pillars build for The Kinney Insurance Agency?
Media Pillars built the agency's website contact and quote-request capture on its CRM platform, with instant email notifications of every submission to the agency's team and a CRM record for each inquiry, and provides ongoing website care.
Can insurance quote requests be sent to more than one person?
Yes. Notifications go to whichever team members the agency designates, and can route by office, coverage line, or availability.
Do you work with independent insurance agencies?
Yes. We work with independent agencies and other local professional-services businesses across Upstate New York and Vermont, and remotely nationwide.
Can you add automated follow-up for insurance leads?
Yes. Missed-call text-back, review requests after a policy is written, and renewal reminders can all be added on the same platform without new software for staff.
Is the website form compliant with texting and email consent rules?
Forms are built with explicit consent language and opt-in checkboxes where text or email follow-up is used, and consent is recorded on the contact record.
Want every quote request to reach your team the moment it arrives?
Book a free 15-minute walkthrough. We will show you the Kinney lead-capture setup and what it would look like for your agency.
Book Your 15-Min Walkthrough Call (518) 777-2263
