Forge Migration Questionnaire - Agency Revolution

This field is for validation purposes and should be left unchanged.
This field is for validation purposes and should be left unchanged.
Welcome to Forge Migration!

This questionnaire helps us better understand your goals for the Forge Migration project.

Get started on the questionnaire! Here's what you'll need.
- 30 minutes (you can save your progress and return later)
- A list of updates and additions you'd like to include as part of this migration project
- Any documents or images related to the changes and additions you'd like to include
- Your preferences regarding website design
- Anything else we should know
Let's get started!

First, please tell us who will be the main contact for the website project.
Sure, we probably already know most of this stuff, but please confirm it below to be sure.
Main contact name
Main contact first name Main contact last name
Main contact email address
Main contact email address
Main contact phone
Main contact phone

Next, confirm which types of insurance you offer to your clients.
This is a great time to review the products listed on your current website, compare them with the content we have available on the demo, and adjust as needed.
Do you sell personal insurance?
- Yes
- No
Do you sell business insurance?
- Yes
- No
Do you sell employee benefits?
- Yes
- No

How about the folks on your team?
If your team has changed, let us know.
Will the team members listed on your current website stay the same?
If you do not have team members on your current site and would like to keep it that way, please select yes.
- Yes
- No
Team Members
Use the "+" button to create as many rows as you need.
Name Title Email Phone
Name Title Email Phone
Include team member bios?
Do you want to include team member bios on your new website?
- Yes
- No
Team member bios
Team member bios
Provide team member bios below. For clarity and organizational purposes, please list team member's full name before each bio.
Include team member headshots?
Do you want to include any new team member headshots on your new website? IMPORTANT: We will import headshot images from your current website. Upload high-resolution original images here if you'd like to add any new images/team members to the Meet the Team page.
- Yes
- No
Team member headshots
Drop files here or

Max. file size: 2 GB.
Upload team member headshots above. For clarity and organizational purposes, please make sure each file name is the team member's full name. Preferred file format is .JPG or .PNG. Upload multiple files, if needed.

Name	Title	Email	Phone
Name	Title	Email	Phone

How about your carriers?
If your carriers have changed, let us know.
Will the carriers listed on your current website stay the same?
If you do not have carriers on your current site and would like to keep it that way, please select yes.
- Yes
- No
Carriers
Use the "+" button to create as many rows as you need. Enter the carrier website address if you want to link to their website from yours.
Name Carrier Website Address (optional)
Name Carrier Website Address (optional)

Name	Carrier Website Address (optional)
Name	Carrier Website Address (optional)

Last page! Just a few more details.
This questionnaire is our blueprint for your new website.
What do you like/dislike about your current website? Is there anything else we should know?
What do you like/dislike about your current website? Is there anything else we should know?
If you have any other files you'd like to send us, upload them here.
Drop files here or

Max. file size: 2 GB.
Upload multiple files, if needed. Preferred file format is .DOC, .DOCX, .PDF, .TXT, or .RTF.
Launch preference
When it's time to launch your new website, who would you like to handle it?
- Someone at our agency
- Agency Revolution
Domain registrar
Where is your domain name registered?
- I don't know
- GoDaddy
- Network Solutions
- Google Domains
- Register.com
- Other
Important Instructions

Since your domain is registered with GoDaddy, the best way to give us access is to grant Products & Domains permissions. Here are instructions on how to do that.
Important Instructions

Since your domain is registered with Network Solutions, the best way to give us access is to grant as a Technical Contact. Here are instructions on how to do that.
Important Instructions

Since your domain is registered with Google Domains, the best way to give us access is to grant as a user under Domain permissions. Here are instructions on how to do that.
Important Instructions

Since your domain is registered with Register.com, the best way to give us access is to grant as a Technical Contact. Here are instructions on how to do that.
Registrar username
Registrar username
What is the username of your domain name registrar?
Registrar password
Registrar password
What is the password to your domain name registrar? * This is a secure way to send your password.

Start your website migration!

Complete the questionnaire below and we’ll handle the rest.

Step 1 of 12 - Welcome to the Forge Migration!

First, please tell us who will be the main contact for the website project.

Next, tell us if any of your agency information should be adjusted.

Next, confirm which types of insurance you offer to your clients.

Personal Insurance

Business Insurance

Employee Benefits

Now, tell us which features you'd like to include.

Important Instructions

How about the folks on your team?

How about your carriers?

Tell us about your design preferences.

Last page! Just a few more details.

Important Instructions

Important Instructions

Important Instructions

Important Instructions