AGuard

AGuard

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AGuard client dashboard.

What you can find in this dashboard. Click to jump to it.

AGuard Automations

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December 2024 digital performance report.

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Site performance and automations management.

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Site Security & Speed

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Site security

Site security status: Low Security Risk

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Automations & Software Management

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Automations and software management.

141 customers used the software and automations we built to bind coverage with AGuard.

  • Our automation saved 46 hours of work
  • We automated 1390 tasks
  • We found and fixed 0 bugs
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Site speed

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Site speed, accessibility, and SEO score (audited by Google)

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A|B testing

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Click to see process to implement AB testing, also listed in a task

Site A|B testing results.

We will be going live with the new A/B tests next week, and will email you your new A/B test.

Winner - Bounce rate of 66.49 Winner - Bounce rate of 66.27%

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Version being tested
Version being tested

New A|B test.

This month, we have launched a new A|B test to compare the performance of different hero images. We’re testing which type of hero image performs better in engaging users and driving conversions.

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Version being tested
Version being tested

Key metrics important to your business.

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Social Reviews Effectiveness

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Social reviews effectiveness.

25 Promoters + 4 new reviews

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4 reviews this month and 0 responded

Current ranking: 4.9 stars and 62 reviews

Started with: 4.7 stars and 12 reviews

Highlighted review(s)

The best in the business. I really appreciate Vaughn and the team, and how professional and courteous they are. They're always quick to respond, helpful with suggestions, and honest with their pricing! It's also really cool that I don't feel like just another policy to them. I sent a general question one time via email, and Vaughn picked up the phone and called me to chat through the question. Absolutely didn't have to do that, but I'm so glad he did. Affiliate Guard (even if you aren't a CF affiliate) is the best!

Clark Hibbs

This was the easiest insurance process ever. Thank you!

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Customer Onboarding Feedback

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Customer onboarding feedback.

How easy was it to get started with AGuard?

39 total customer responses

  • 95% found it easy to get started
  • 5% found it average to get started
  • 0% found it difficult to get started
Click to see Customer open ended feedback:
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Key Onboarding Metrics

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Key onboarding metrics.

12% new business conversion rate last month

↓ 1% from 1 month ago

↓ 16% all time average

70% renewals conversion rate last month

↓ 2% from 1 month ago

↑ 8% all time average

Google Ads Performance & Metrics

Review important metrics related to the success of your campaigns.

December Overview: Last month the campaign drove 224 clicks to the site and brought in 18 new leads. The average CTR (click through rate) was more than double the industry standard, with 7.3% of users who were shown the ad, ended up clicking on it. The cost per conversion, which represents the average ad spend that generates a lead form submission, was in line with the industry benchmark of $82. As for the competition, AGuard’s ads remains among the top four most frequently shown to users, with the three top competitors being (1) kandkinsurance.com, (2) nextinsurance.com, and (3) biberk.com.

Our work completed for your business.

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Work Done
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63.75 hours worked this month.

View a full breakdown of the project tasks and time to complete below.

(AG) Google Ads
AGuard Google Ads Weekly Report
0.75
AGuard Google Ads Weekly Report
0.75
AG Email
Email: HELP! FW: New submission to Workers Compensation form
Respond to ag email
0.5
Email: Possible change to form submission screen
AG Email: Create simple blogpost from the video shared, no content required. need done asap and shared with Vaughn
1
AG Email: Possible change to form submission screen
0.1
Email: FW: New submission from Choose A Payment Method & Request E-Signature Document
0.5
EMAIL: Additional Commercial Fitness Center Property Changes
AG Holidy Themed Logo's
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Replace holiday logo with the normal logo and email client to let them know
0.2
Add holiday logo to site and email client to let them know it has been udpated
0.2
AG Marketing Goal 1: Create Messaging Guidelines
Give final review of messaging guidelines to present on call
2
Confirm no changes need ot be made
0.5
Completed: Send messaging guidelines to client
Develop on AGuard Brand Messaging
2.5
AG Marketing Goal 2: Blog Posts
qa: First blog post about holiday parties, use video
0.75
Update single blog post page to match new design
4
Update blog page to match new design
4
Feedback implementation of Design blog post and blog post single template
0.5
Share design with developer to create in Divi
1
Share webpage URL with one blog post/article created on it with client
1.5
AG Migrate New Client Application To New Form Software & Integrate Sub Forms
Update new application submission email to aguard team to include all information
1
Complete application and confirm that the notification shows when all application compelt
0.25
Review PDF Generation in AGuard
0.5
Update steps bar and the notification once completed
1
Make the final listed updates in order to send to client to review
0.5
AGuard Test New Forms Software as Demo Applicant
1
Create a view for AGuard for all the clients that are going to have their forms migrated
0.5
qa: Confirm that all forms are ready to go to be integrated next week by dev
0.5
Setup flood application pdf to automatically generate and store in airtable on form completion
1
create pdf generation of application on last form fillout using fillout integration
2
Go live (goal of week of Dec 9th launch)
add property sub form that was created by MOHIT to the application when someone selects they want flood insurance, see email with Aguard for reference
2
add the works comp fillout form as a new step between property and current insurance only to be filed out if they select they want it, see aguard email
4
confirm that current live applications being worked on work with the new fillout forms, and that entire process works and go live
5
Completed: Add sub forms, start testing
Create interface for clients to edit and view application
3
Create script to back-port all current application data from website to Airtable
6
Completed: Create pdf, update portal to use fillout, backport data
Outline all portal code updates that will need to be made in order to integrate Fillout
1
update portal code to use display fillout forms in the application:A
7
show mohit how to connect all new client application data into the final form so that PDF can be generated
0.5
make the listed property form updates sent by Megan to the Property fillout form
2
Completed: Review current application to integrate quick wins and videos.
AG Miscellaneous
qa: Follow-up with Kristen sending e-pay info over and create task to look over how it will be integrated, kristen send what she’s excited about being integrated
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qa: Upload holiday video t youtube
0.5
qa: Send aguard customer profiles and messaginge guidelines
0.5
qa: Follow-up with Kristen sending e-pay info over and create task to look over how it will be integrated, kristen send what she’s excited about being integrated
0.5
qa: AG Call Outline
0.5
qa: Outline action items for AG call
0.5
AGuard needs mailgun or sendgrid account to restore New Application Email followups
AG Research New Payment Providers
Follow-up on how research is going
0.25

Explore our newest feature we’re working on for you in our Feature Roadmap.

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(Available this Month) Website Site Accessibility Audit For Any Gaps

Last month, we worked on ensuring your site is up to date across all site accessibility standards, which are guidelines that ensure web content is accessible to all users, regardless of disability or impairment.

Why this is important: This ongoing comprehensive accessibility audit of your website helps us identify any compliance gaps. If adjustments are needed, you’ll be provided with a summary of changes to keep your website compliant.

(Upcoming) Automation Journey and Quality Assurance

This month, we will be outlining your customer journey, including a detailed documentation and quality assurance of all top-level automations. This view will allow you to easily see where automations are implemented across your customers’ touchpoints.

Why this is important: This outline will provide greater visibility into the automations and allow of regular quality assurance checks, which will aid in maintaining seamless operations.

View Feature Roadmap to learn more

All digital performance reports

View all projects and their deliverables.

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Active projects.

Click to see project details, resources, and deliverables.

Proposed projects.

Review our proposed projects, designed to further optimize and drive growth.

Completed projects to review and use.

Take a look at our recent initiatives and projects.

View our work records and time tracking.

Current month.

(AG) Google Ads
AG Create Visual Outline Of Onboarding
Task Detail Due DateHoursStatus
January 20, 2025
3
In Progress
AG Holidy Themed Logo's
AG Migrate New Client Application To New Form Software & Integrate Sub Forms
Task Detail Due DateHoursStatus
January 3, 2025
2
Completed
AG Research New Payment Providers
Task Detail Due DateHoursStatus
January 15, 2025
0.5
In Progress
All historical work records and time tracking