The full agency site
You are looking at itProduct pages, state pages, a knowledge hub and a booking flow. The design system holds together at every width, from a 375px phone to a 2,560px monitor.
The site itselfWaterfall Wealth Consulting · For Agencies
You found us because this site works.
Most agency websites are brochures. This one is a funnel. An assessment that segments, a mechanism demonstrator built on carrier data, an assistant that qualifies, and a CRM that gets a scored transcript before anyone picks up the phone.
Waterfall Wealth Consulting builds and services it. Wealth Builders Insurance Agency is the working proof, which is a useful thing for a demo to be: open it in another tab and click anything you like.
Separate from the insurance practice. Inquiries here reach Waterfall Wealth Consulting and never enter an insurance nurture sequence. The assistant and the client contact bar are switched off on this page for the same reason.
What's Actually Being Sold
Six pieces, all of them live on this domain
Nothing here is a mockup or a roadmap. Every item is running in production and you can go and use it before you speak to anyone.
The mechanic, made draggable
Live on the homepageDrag the market to −24% and watch the credited rate stay positive. Three published numbers, no assumption about anyone's age or health, and a sceptic can check the arithmetic in a second. A tool nobody can take apart beats a projection everybody argues with.
Try the mechanicThe self-assessment funnel
Live at /assessment25 questions scoring a household across five pillars, a coverage estimate, a shareable results card, resume-where-you-left-off, and every score posted to the CRM as segmentation data.
The assessmentThe conversational assistant
Live on the client-facing pagesA guided assistant that qualifies and scores intent 0 to 100. It recognizes a guarded visitor and stops selling, and it asks a clarifying question when a message is ambiguous. The CRM gets a scored transcript. Deliberately switched off on this page, because an agency owner is not an insurance lead and should not be greeted as one.
See it on a client pageCompliance-aware copy
Read the disclosures on /how-it-worksGuarantee language, illustration framing, arithmetic-versus-compound returns, and commission disclosure written so a carrier ad-review desk and a sceptical prospect both come away satisfied.
The hard questionsAI and local search foundation
View source, or fetch /llms.txtStructured data for the organization, the producer and the answers themselves. An llms.txt, crawler-permissive robots, and state pages built to rank without tripping doorway-page rules.
Who This Is For
Built for agencies, not for everyone
- Agency owners who want their own site to do what this one does
- IMOs and FMOs equipping a downline with something better than a template
- Producers whose current site is a brochure and needs to be a funnel
- Agencies that already have traffic and are losing it at the booking step
And who it isn't
If what you need is a five-page brochure site, there are cheaper places to get one and we will tell you so. This is worth it when you have traffic you are losing, a downline to equip, or a product story complicated enough that a static page cannot carry it.
We also will not clone this site wholesale for a competitor in a market Wealth Builders actively works. Everywhere else is open.
Start Here
Tell us what you're trying to build
No pricing sheet, because the honest answer depends on what you already have and what you want it to do. Tell us the shape of it and we will come back with scope and a number, or tell you it isn't worth doing.
Straight to a person
Call or email Waterfall Wealth Consulting with the shape of it: what you have now, what is not working, and roughly how many agents it has to serve.