InsuranceAgencyTools

Advisor Evolved review for insurance agencies: website pricing, ownership and quote forms

By the IAT editorial team | Updated October 4, 2026

Advisor Evolved builds and runs WordPress websites for independent insurance agencies. Each site comes with prewritten insurance pages, quote and service forms and a policy service center.

Quick Launch costs $1,800 to set up and $150 a month, and Custom Build costs $5,600 plus $350 a month. Both are month to month.

Best for
Independent agencies that want a managed WordPress site with month-to-month billing
Price
$150 a month on Quick Launch. $350 a month on Custom Build
Setup fee
$1,800 on Quick Launch, $5,600 on Custom Build
Build
Advisor Evolved layouts on Quick Launch. Custom design on Custom Build
Minimum term
None. Month to month
Domain
Yours, in your own registrar account
Quote forms
Request forms with conditional logic. Raters embed on the page
Connections
AgencyZoom and HawkSoft built in. Other systems through Zapier

Our take

Advisor Evolved sits between a template and a custom build. Quick Launch puts your brand on its own WordPress layouts, and Custom Build adds a design made for you plus blog posts and Google Business Profile work.

It suits an independent agency that wants leads to land in AgencyZoom or HawkSoft and doesn't want a contract. The setup fee is high next to the monthly fee, so the first year costs far more than later years.

The limit that matters is portability. You keep your domain and can export your content, but the theme and plugins stay behind, so leaving means a rebuild.

Pros

  • No minimum term, billed month to month
  • Forms feed AgencyZoom and HawkSoft directly
  • Canopy Connect fills in drivers, vehicles and policies on your forms
  • You keep your domain, registrar account and email
  • 40+ ready-made landing pages and unlimited pages
  • Content, forms and search settings export when you leave

Cons

  • Theme and plugins stay behind, so leaving means a rebuild
  • Setup fees run high next to the monthly price
  • One revision round included. More cost extra
  • No refund for unused time, and setup is nonrefundable once work starts
  • No server, FTP or plugin access
  • Blog posts written for you only on Custom Build

Who it's built for

Agency types
Independent agencies
Lines
Personal and commercial P&C, life, health, group benefits and Medicare
Where you sell
United States, with client sites in Canada and the UK too
Best plan for you
Quick Launch for start-ups and agencies of one to five people. Custom Build for larger agencies that need their own design or features
Network ties
Advisor Evolved says it is the preferred website vendor for Keystone, SIAA, Integra, IAOA, Trusted Choice, Indium and Safeco

Plans and pricing

Screenshot of Advisor Evolved's pricing page at advisorevolved.com
Advisor Evolved's pricing page at advisorevolved.com, as it looked on October 8, 2026.
PlanSetupMonthlyMinimum termWhat it adds
Quick LaunchStart-ups and agencies of one to five peopleWhere most agencies start$1,800$150NoneManaged site, insurance pages, quote and service forms, landing pages, hosting and upkeep
Custom BuildLarger agencies that want their own design$5,600$350NoneCustom design or features, PowerPack, monthly blog posts and Google Business Profile management

Prices as of October 2026, from advisorevolved.com/plans. Custom Build bundles marketing work, so its monthly fee isn't a website-only price. Site Plus, a second site or one-page site on another domain, is priced on request.

What it would cost you

Setup fee

Plan fees

Total

Monthly billing starts 30 days after you buy, so year one has 11 monthly payments. The totals above count 12. Extra revisions and custom work cost more.

FeeAmount
PowerPack (video proposals, review carousel, step-by-step forms)$50 per month, included in Custom Build
Extra revision round$400 to $1,000 each
Custom pages, forms, graphics and copywritingQuoted separately
Local Traffic Marketing (ads and SEO)Growth $1,500 per month. Foundation $1,800 per quarter. Ad spend extra

Good to know before you buy

  • Monthly billing starts 30 days after you buy, and delays on your side don't pause it.
  • The setup fee isn't refundable once work starts.
  • Custom Build can carry extra development charges if the scope grows.
  • Local Traffic Marketing usually asks for six months up front, then goes month to month.

Which plan has it

FeatureQuick LaunchCustom Build
Pages, posts and mediaUnlimitedUnlimited
Prewritten insurance pages
Ready-made landing pages40+40+
Quote, service, referral and certificate forms
Policy service center
Rater and portal embeds
AgencyZoom, HawkSoft and Zapier connections
Custom design or features
PowerPackAdd-on
Monthly blog posts written for you
Google Business Profile management

Build and launch

  1. Pick a plan

    Pay the setup fee. Monthly billing starts 30 days later.

  2. Fill in the intake

    Send the questionnaire with your logo and team photos. Then give access to your domain account. Advisor Evolved checks your old site for content it can reuse.

  3. Review the draft

    You see the new site on a test address while your old site stays live.

  4. Send one round of changes

    One revision session is included. Your full list is due within 5 business days of the draft.

  5. Go live

    You point your domain to Advisor Evolved. A one-to-one onboarding call follows launch.

Advisor Evolved quotes 20 to 30 days for Quick Launch and 30 to 90 days for Custom Build. Slow answers from your side stretch both. Extra revision rounds cost $400 to $1,000 each.

What you own and what happens if you leave

WhatWho owns itIf you cancel
Domain and registrar accountYouStays with you. Point it to your new provider
EmailYou. Advisor Evolved doesn't host itUnaffected
Content you wroteYouExported with pages, posts and images
Prewritten insurance pages and stock imagesSupplied by Advisor EvolvedCan be exported with your pages
Design, theme and custom pluginsAdvisor EvolvedDon't transfer. The new provider rebuilds
Forms and search settingsBuilt in your accountCan be exported
AnalyticsYou, in your own Google Analytics accountStays in your account

Your content leaves with you, not the site. Advisor Evolved exports pages, posts, images, forms and search settings, but its theme and plugins stay. Plan for a rebuild with whoever hosts you next.

Content and local search

Insurance pages included
Prewritten pages for personal lines, commercial lines, health and group benefits and senior products, which you can edit
Landing pages
40+ ready-made, plus a builder for more
Blog
You write your own on Quick Launch. Custom Build includes monthly posts
Local pages
Local search setup is included
Search setup
Page tags, sitemaps, robots.txt and insurance schema markup
Ongoing content
Custom copywriting costs extra. Local Traffic Marketing sells SEO and ads separately

Quote forms and where leads go

Quote forms
Request forms you can build and edit, with conditional logic and file uploads. They don't calculate premiums
Service forms
Contact and service requests, referrals, renewal reviews and certificate requests
Where submissions go
Your site's back end, the email addresses you set and a connected CRM or AMS
Who gets notified
Recipients you choose, and you can route by the answers on the form
Faster intake
Canopy Connect can fill in drivers, vehicles and policies for the visitor. PowerPack adds a one-question-at-a-time form

Connections to your agency systems

Connects toTypeHowWhat moves
AgencyZoomCRMBuilt in, sends each form entry straight inMapped form fields into a lead. Source, tags, pipeline and owner are set in AgencyZoom
HawkSoftAMSBuilt in, per formMapped form fields. You turn it on form by form
Canopy ConnectPolicy importBuilt in, by API keyDrivers, vehicles and policies fill the visitor's form
Cover WhaleTrucking insurerAPIVisitors quote and bind their own policy
ZapierAutomationZapierForm fields to any app Zapier reaches
EZLynx and PL RatingRatersEmbed on the pageThe visitor quotes in the rater
GloveBox and RiskAdvisorClient portal and toolsEmbed on the pageClients use that tool

Advisor Evolved says HawkSoft is its only direct AMS connection. It also names Better Agency, HubSpot, ActiveCampaign, Infusionsoft and NinjaQuoter without saying how they connect. Zapier bills you separately.

Hosting, security and accessibility

Hosting and security

  • SSL certificate
  • Daily backups of content, data and images, with restores
  • Daily malware scans and a web application firewall
  • WordPress and plugin updates
  • Uptime and speed monitoring

Analytics

The site connects to your own Google Analytics account, and Advisor Evolved helps set it up. Monthly reports aren't part of the base plan. It can add the Google or Facebook pixels you choose.

What you can't touch

You can edit pages, posts and forms. You get no server, FTP or plugin access.

Support and changes

How to ask
Email ticket first, then a scheduled phone or Zoom call. Help center and training videos
Edits included
You edit pages, posts and forms yourself
Bigger changes
Custom layouts, pages, forms and copywriting are quoted separately

Contract terms

Term
None. Month to month
Billing
Monthly in advance, by card or ACH
Canceling
Email support. The account can be shut off right away, and the site ends at the next billing date
Refunds
No refund for unused time. Setup is nonrefundable once work starts
Site export
Pages, posts, images, forms and search settings. Not the theme or plugins
If Advisor Evolved ends it
You get 60 days to rebuild elsewhere, with your content exported

From Advisor Evolved's plans page, client agreement and terms, checked October 2026.

Advisor Evolved alternatives

See every option in insurance agency website design.

Frequently asked questions

How much does an Advisor Evolved website cost?

Quick Launch is $1,800 to set up and $150 a month. Custom Build is $5,600 plus $350 a month and includes marketing work.

What happens to my Advisor Evolved site if I cancel?

The site ends at the next billing date and you get your content exported. The theme and plugins stay with Advisor Evolved, so a new provider rebuilds the site.

Do I own my domain with Advisor Evolved?

Yes. You keep the domain and the registrar account, and Advisor Evolved never takes over your email.

Do Advisor Evolved forms go into my AMS?

They go straight into HawkSoft or AgencyZoom when you set that up. Other systems connect through Zapier.

How long does an Advisor Evolved site take?

Advisor Evolved quotes 20 to 30 days for Quick Launch and 30 to 90 days for Custom Build.

How we researched this review. We based this review on the pricing, terms and product pages published by Advisor Evolved, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.

Corrections

Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan Advisor Evolved quit selling or a contract term that reads different now, let us know and send the link to the page where Advisor Evolved has it. Somebody here pulls up that page and checks it before we change anything on ours.

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