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 skeptic 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 skeptical 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 will not build the funnel for a competitor in a market we actively work.
If you sell what we sell to the same households we serve, we will not hand you the assessment, the demonstrator and the state pages. That is the machine, and building a second one aimed at our own market is not something we will do for a fee.
If you write IUL and final expense in one of our states and you are not open to contracting with us, that is direct competition. The answer there is no, at every level, including the platform seat on its own.
If you are open to contracting, that is a different and better conversation, and it is the one we would rather have. Say so on the form and we will start there instead.
Everywhere else is open, and that covers most people who ask. Different state, different product line, or a book that does not touch ours, and none of this applies.
Same market but only one of those two lines, and you want the seat on its own? We will still sell it. The limit goes into the agreement rather than being left to trust.
That is why the form asks which states you write in, what you sell, and whether you would write with us. We would rather raise this in the first reply than halfway through a scope call.
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.
Prefer to skip the form? (980) 304-1500 or chaka@wealthbuilders-insurance.com