Client project · Insurance and retirement planning · Fountain Hills, AZ

Rebuilding the website and lead systems for The Acclivus Group

The Acclivus Group helps people with Medicare, Social Security, retirement income, life insurance and legacy planning. We replaced a 7-page site with a 59-URL Astro site, live quotes, CRM routing and an advisor microsite program.

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Client: The Acclivus Group
Location: Fountain Hills, AZ
Industry: Insurance and retirement planning
Built: Aug to Oct 2026
Stack: Astro, Tailwind, Cloudflare Pages, D1, KV, R2, Zoho CRM, Stripe
Service area: Fountain Hills, AZ and clients across the United States

The challenge

The old site ran on Zoho Sites and had 7 real pages. All 8 services were anchors on one services page, and the find an advisor page was a heading and a button with no directory behind it.

The agency wanted a site that explained each service on its own page, captured leads into Zoho CRM, and gave its advisors their own pages.

The work

What we did, step by step

Rebuild the siteWe rebuilt the site in Astro on Cloudflare Pages, modeled on the structure of a major wealth-management site in Acclivus brand colors. It went live on Aug 12, 2026.
Give each service a pageWe split the 8 services into their own pages and added audience pages, an insights hub with 8 articles, tools, and team, story and process pages. The sitemap now lists 59 URLs.
Build interactive toolsWe added a Roth conversion calculator, a retirement readiness quiz, an instant term life quote and advisor search.
Route leads to Zoho CRMEvery lead creates a Zoho CRM lead with product tags and a deal in the right pipeline, with HTML alerts and a queued retry if Zoho is slow.
Add live quotes and applyWe integrated InstaBrain for live quotes on 5 products and in-page applications, with status webhooks that update the Zoho lead and deal.
Launch the advisor programWe built a self-service advisor portal with an admin review queue, a Stripe subscription, headshot uploads, a state directory and ZIP search with a map. Approved advisor pages publish automatically.
Add review landing pagesIn Oct 2026 we added Medicare plan review, health premium review and business benefits review landing pages.
Prototype a team platformWe built Total Control, a clickable prototype for agents and managers that connects to Zoho CRM and InstaBrain. It is invite-only and uses sample data in many areas.

What's on it

Separate pages for 8 services
Instant term life quote with in-page apply
Roth conversion calculator and retirement readiness quiz
Advisor microsites with a directory and ZIP search
Zoho CRM lead and deal creation
9 lifecycle email templates
Newsletter signup and booking page
Medicare and benefits review landing pages

Search and local setup

InsuranceAgency schema with pinned coordinates
Service, FAQPage, BreadcrumbList and Person schema
FAQ hub plus per-service FAQs
Sitemap index with 59 URLs
llms.txt and an AI crawler friendly robots.txt
Advisor directory by state
GTM with GA4, Google Ads and Meta conversions

Questions

Questions people ask about this work

Should each insurance service have its own page?

Yes. The old Acclivus site put all 8 services on one page as anchors. We gave each service its own page with its own FAQs, which gives searchers and AI answer engines a clear page to land on for each topic.

Can my insurance website send leads straight into Zoho CRM?

Yes. On this site every form creates a Zoho lead with product tags and a deal in the right pipeline. If Zoho does not respond, the lead is queued and retried so nothing is lost.

How can an agency give each advisor their own web page?

We built an advisor portal where reps submit their details and headshot, an admin approves them, and their page publishes automatically. Visitors can find advisors by state or ZIP code.

Services in this project

Website creation CRM AI search optimization Measurement

More work