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Advisor Evolved

Full company profile

uuid000fs6d

Namestring
Advisor Evolved
Legal namestring
Structrd, LLC
Company typeenum
Private
Founded yearint
2015
Descriptiontext

Advisor Evolved (legal entity: Structrd, LLC, incorporated in Pennsylvania) is a US-based digital agency that builds, hosts, and markets WordPress-based websites exclusively for independent insurance agencies. Founded in 2015 by Chris Langille, who previously launched and exited his own insurance agency in 2019, the company targets independent agencies selling P&C, L&H, Medicare, and Group Benefits across the United States, Canada, and the United Kingdom. Its stated value proposition is providing agencies with conversion-optimized, mobile-first websites and digital marketing tools that enable them to compete against direct-to-consumer carriers; the company reports serving hundreds of agencies and is a preferred website vendor for major industry associations (SIAA, Trusted Choice, IAOA) and carriers (Safeco, Keystone, Integra, Indium).

The company operates a platform-plus-modules architecture. The core subscription is an Agency Website ($1,800 one-time setup plus $150/month) including cloud VPS hosting, daily backups, SSL, pre-written SEO-optimized product pages, form and landing page builders, and enterprise-grade infrastructure. Optional add-on modules include PowerPack ($50/month) bundling QuoteVids video proposal tooling, digital case study generators, conversion cards, Facebook Live Chat integration, social media reels, and a mobile app-like experience; plus Local Traffic Marketing ($350-$1,500/month) providing managed Google and Facebook ads, retargeting, SEO, content creation, and analytics. The platform integrates natively with insurance-specific tools (AgencyZoom, InsuredMine, HawkSoft, Canopy Connect, Cover Whale), general SaaS (Salesforce, Zapier), and supports custom API-level integrations built at no extra cost to clients.

Advisor Evolved is bootstrapped and self-funded with no outside investors, operating with a distributed team of fewer than 10 employees across at least five US states. It sells directly to agencies through a self-service order page on its website and through consultative demo scheduling, with no channel partners or resellers. Revenue mechanics are predominantly subscription-recurring with a non-refundable setup fee and tiered upsell modules, and add-ons materially expand average revenue per agency.

Short descriptiontext

Advisor Evolved is a bootstrapped US-based digital agency that builds WordPress websites, SEO, and digital marketing services exclusively for independent insurance agencies across the US, Canada, and UK, using a subscription-based core website plus optional add-on modules.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersWest Chester, United States
HQ citystring
West Chester
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
insurance agency websites, website development services, digital marketing services, search engine optimization, conversion optimization tools
Industry1 code
1FSAGAGAK
CodeFSAGAGAKPrimaryYes
NAICS code2 codes
  • 541511
  • 5182
SIC code2 codes
  • 7371
  • 7311
Product category
Insurance Agency Website Development & Digital Marketing
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model3 records
1Website Development & Hosting Subscription
TypeSubscription Recurring
Description

Core revenue stream from building, hosting, and maintaining conversion-optimized websites for independent insurance agencies. Charged as a one-time setup/activation fee plus recurring monthly subscription. Includes unlimited pages, blogs, forms, and landing pages.

advisorevolved.com
2PowerPack Add-on
TypeSubscription Recurring
Description

Optional monthly add-on ($50/mo) that includes QuoteVids video proposal tool, digital case studies, Facebook Live Chat integration, social media reels, mobile bar, and conversion cards. Sold as an upsell to website clients to increase close ratios and lead generation.

overview.advisorevolved.com
3Local Traffic Marketing (LTM) Add-on
TypeSubscription Recurring
Description

Optional managed marketing service add-on ($350/mo to $1,500/mo) providing agencies with a back-office marketing team including Google & Facebook ads, SEO, content creation, retargeting, analytics, and advanced website support.

overview.advisorevolved.com
Marketing channels10 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels2 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Pricing details3 tiers
1Core website package — $1,800 setup + $150/month
ModelSubscriptionBilling cadenceMonthly
Notes

Includes complete design and build-out of the website, enterprise-grade Cloud VPS hosting with daily backups and server-side caching, unlimited pages/blogs/forms/landing pages, pre-built form builder, pre-built landing page builder, pre-written SEO-optimized product pages, stock images, webmaster support, and full SEO optimization. Total first-year cost: $1,800 + ($150 x 12) = $3,600. Value claimed at $15,000+.

overview.advisorevolved.com
2PowerPack add-on — $50/month (optional)
ModelSubscriptionBilling cadenceMonthly
Notes

Includes QuoteVids video proposal tool, digital case study templates, social-proof pop-ups, floating YouTube shorts, Facebook Live Chat, and Mobile Bar. Billed monthly as an add-on to the core website package.

overview.advisorevolved.com
3Local Traffic Marketing — $350–$1,500/month (optional)
ModelSubscriptionBilling cadenceMonthly
Notes

Modular pricing depending on agency needs. Some agencies may require full program while others with in-house staff may need less support. Includes back-office marketing team functions such as content creation, Facebook & Google Ads, retargeting, SEO, social media, analytics, and higher-level website support.

overview.advisorevolved.com
GTM typeB2B
B2B
Offering typeSoftware
Software
Brand1 of 3 records shown
1QuoteVids
Description

Industry-first video proposal tool pioneered in 2017 that helps insurance agencies create engaging video presentations for prospects and customers.

overview.advisorevolved.com
+2 more records
Core offering1 text field

Advisor Evolved builds, hosts, and maintains conversion-optimized WordPress-based websites for independent insurance agencies on a subscription basis, with a one-time setup fee plus monthly hosting. The core package is augmented by optional add-on modules including the PowerPack (featuring the proprietary QuoteVids video proposal tool, Digital Case Studies, Conversion Cards, Facebook Live Chat, and Social Media Reels) and a managed Local Traffic Marketing service covering paid ads, SEO, and retargeting.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 5 values shown
  • Agencies using QuoteVids have attained close ratios of 97% and higher
+4 more records
Product overview1 text field

Advisor Evolved offers a platform-plus-modules product architecture centered on premium WordPress-based insurance agency websites. The core product is the Agency Websites platform ($150/mo after $1,800 setup fee) which provides SEO-optimized, mobile-responsive websites with built-in hosting, form builders, landing page builders, and SSL security. This core is augmented by the optional PowerPack add-on ($50/mo) which includes QuoteVids video proposal tool, Digital Case Studies, Conversion Cards, Facebook Live Chat integration, Social Media Reels, and Mobile Bar. Additional optional services include Local Traffic Marketing ($350-$1,500/mo) for paid ads and SEO, and standalone SEO & Digital Marketing services. The platform integrates natively with AgencyZoom, InsuredMine, HawkSoft, Canopy Connect, Cover Whale, Zapier, Salesforce, and other insurance industry tools.

Product and service4 records
1Agency Websites
CategoryInsurance Agency Website Platform
Description

Premium WordPress-based insurance agency website platform ($1,800 setup + $150/month) providing SEO-optimized, mobile-responsive, conversion-focused websites with integrated lead capture forms, pre-built product pages, landing page templates, SSL encryption, Cloud VPS hosting with daily backups, server-side caching, and tracking pixel support, designed for time-strapped independent insurance agencies.

2PowerPack
CategoryWebsite Conversion & Sales Enablement Add-On
Description

Optional monthly add-on package ($50/month) that augments the Agency Website with the QuoteVids video proposal tool, Digital Case Studies for social media lead generation, Facebook Live Chat integration, Social Media Reels, Mobile Bar app-like mobile experience, and Conversion Cards for social proof pop-ups, designed to help independent insurance agencies boost website conversions and close more business.

3Local Traffic Marketing (LTM)
CategoryManaged Digital Marketing Service
Description

Optional managed lead generation and digital marketing service ($350 to $1,500 per month) providing a back-office marketing team for insurance agencies, including Google and Facebook Ads campaigns, website visitor retargeting, SEO, social media content, Google Business ranking, analytics, and advanced reporting.

4SEO & Digital Marketing Services
CategoryDigital Marketing & SEO Services
Description

In-house search engine optimization and digital marketing services including backlink building, custom content creation, and on-page SEO best practices designed to help independent insurance agencies gain search engine visibility, out-rank competitors, and drive more calls and leads from organic traffic.

Scale indicator5 records

Each record includes

Type, Value, Description, Source

Partnership18 partners
Strategic tierCoreTypeTechnology or IntegrationAnnounced on2017-01-01
Description

Custom API integration partnership that allows Advisor Evolved client websites to communicate seamlessly with Agency Zoom CRM, enabling integrated workflows for quote generation and client management directly through the agency website.

Strategic tierCoreTypeTechnology or Integration
Description

Custom API-level integration with Canopy Connect at no cost to Advisor Evolved clients, allowing the agency website to function as an integration hub with Canopy's insurance tools.

Strategic tierCoreTypeTechnology or Integration
Description

Custom API integration with trucking carrier Cover Whale that allows users to quote and bind their own policy directly through the agency website, providing a seamless end-to-end digital experience for trucking insurance.

Strategic tierCoreTypeTechnology or Integration
Description

Advisor Evolved websites integrate with Zapier, which serves as a bridge to connect the website with thousands of other software tools. If a tool integrates with Zapier, the agency website can connect to it within 30 seconds, dramatically extending integration capabilities.

Strategic tierSupportingTypeTechnology or Integration
Description

Salesforce CRM is among the tools integrated with Advisor Evolved websites, enabling agencies to connect their website lead data and forms to Salesforce for client relationship management.

Strategic tierFlagshipTypeChannel Partner/ Reseller/ Distributor
Description

Advisor Evolved is a preferred/recommended website development company endorsed by Trusted Choice, the independent insurance brand. Trusted Choice refers independent agencies to Advisor Evolved for website development services. Trusted Choice logo appears on the Advisor Evolved client showcase.

Strategic tierFlagshipTypeChannel Partner/ Reseller/ Distributor
Description

Advisor Evolved is the preferred website vendor for SIAA — one of the industry's largest insurance agent associations. SIAA refers member agencies to Advisor Evolved. SIAA logo appears on the Advisor Evolved client showcase.

Strategic tierFlagshipTypeChannel Partner/ Reseller/ Distributor
Description

Advisor Evolved is a preferred website vendor for IAOA, the Insurance Agency Owners Association. Logo appears on the client showcase as a referral partner.

Strategic tierFlagshipTypeChannel Partner/ Reseller/ Distributor
Description

Advisor Evolved is a preferred website vendor for Safeco Insurance. Safeco refers its independent agency partners to Advisor Evolved for website development and digital marketing services.

Strategic tierFlagshipTypeChannel Partner/ Reseller/ Distributor
Description

Advisor Evolved is a preferred website vendor for Keystone, an insurance carrier/association. Logo appears on the client showcase.

Strategic tierFlagshipTypeChannel Partner/ Reseller/ Distributor
Description

Advisor Evolved is a preferred website vendor for Integra, an insurance carrier/association. Logo appears on the client showcase.

Strategic tierFlagshipTypeChannel Partner/ Reseller/ Distributor
Description

Advisor Evolved is a preferred website vendor for Indium, an insurance carrier/association. Logo appears on the client showcase.

Strategic tierSupportingTypeTechnology or Integration
Description

HawkSoft is one of the CRM/form/app integrations available with Advisor Evolved websites, as shown in the integrations section of the website.

Strategic tierSupportingTypeTechnology or Integration
Description

InsuredMine is one of the CRM/form/app integrations available with Advisor Evolved websites, enabling lead and client management integration.

Strategic tierSupportingTypeTechnology or Integration
Description

Better Agency is one of the CRM integrations listed in the Advisor Evolved integrations section, enabling seamless website-to-CRM data flow.

Strategic tierSupportingTypeTechnology or Integration
Description

ClientCircle (formerly Rocket Referrals) is listed as one of the integration partners available with Advisor Evolved websites, enabling referral and client engagement automation.

Strategic tierSupportingTypeTechnology or Integration
Description

SALT is one of the tools listed as integrated with Advisor Evolved websites, shown in the integrations section.

Strategic tierSupportingTypeTechnology or Integration
Description

Risk Advisor is one of the tools that Advisor Evolved's product is built to work with, listed in the recommended website development description.

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Peers10 records
TypeDirect peer
Description

InsuranceSplash is a digital agency that builds websites and provides marketing services specifically for independent insurance agencies, with a very similar value proposition to Advisor Evolved including SEO, PPC, and conversion-focused site builds.

TypeDirect peer
Description

Scorpion is a digital marketing and technology company serving insurance agencies alongside legal, home services, and healthcare clients, offering websites, SEO, paid media, and AI-driven lead conversion tools — overlapping directly with Advisor Evolved's insurance agency offering.

TypeBroad incumbent
Description

Hibu is an established SMB-focused digital marketing provider offering websites, SEO, PPC, and social media services across many verticals including insurance — a broader incumbent operating in the same SMB digital marketing space as Advisor Evolved.

TypeBroad incumbent
Description

Thryv is an SMB marketing and business management platform offering websites, CRM, marketing automation, and listings management. While not insurance-verticalized, it competes for the same independent small business website and marketing budget.

TypeBroad incumbent
Description

Web.com is a long-standing SMB website builder and hosting provider offering templated websites, SEO, and digital marketing — competing for the same independent agency digital presence spend, albeit without insurance specialization.

TypeBroad incumbent
Description

Applied Systems is the leading agency management system (AMS) provider for independent insurance agencies. Its Applied Epic and digital tools extend into agency front-office workflows that overlap with Advisor Evolved's conversion and lead capture capabilities.

TypeBroad incumbent
Description

Vertafore is a major insurance technology provider offering AMS, CRM, and digital tools to independent agencies. It represents the broader incumbent insurance tech stack against which Advisor Evolved's front-end digital layer competes and integrates.

TypeEmerging player
Description

HawkSoft is an AMS vendor for independent insurance agencies and a listed integration partner of Advisor Evolved. It offers agency management software that complements — and partially overlaps with — Advisor Evolved's website and lead capture functionality.

TypeOthers
Description

Agency Zoom is an insurance-specific CRM and sales automation platform and a core API integration partner of Advisor Evolved. It is an ecosystem partner rather than direct competitor — agencies typically use both products together.

TypeOthers
Description

Canopy Connect is an insurance data connectivity platform for agencies and a custom API integration partner of Advisor Evolved. It enables policy data flow that Advisor Evolved surfaces on the agency website — an enabling technology partner in the same ecosystem.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat5 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers3 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment2 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
Yes
API detail
Has APIbool
No

Docs URL, Description

Integration13 records

Each record includes

Title, Type, Description, Source

AI maturity
App detail

Has app

Feature10 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles5 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
Compliance2 records

Each record includes

Name, Class, Description

Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Advisor Evolved

Insurance Agency Website Development & Digital Marketingadvisorevolved.com

Advisor Evolved is a bootstrapped US-based digital agency that builds WordPress websites, SEO, and digital marketing services exclusively for independent insurance agencies across the US, Canada, and UK, using a subscription-based core website plus optional add-on modules.

What Advisor Evolved does

Advisor Evolved (legal entity: Structrd, LLC, incorporated in Pennsylvania) is a US-based digital agency that builds, hosts, and markets WordPress-based websites exclusively for independent insurance agencies. Founded in 2015 by Chris Langille, who previously launched and exited his own insurance agency in 2019, the company targets independent agencies selling P&C, L&H, Medicare, and Group Benefits across the United States, Canada, and the United Kingdom. Its stated value proposition is providing agencies with conversion-optimized, mobile-first websites and digital marketing tools that enable them to compete against direct-to-consumer carriers; the company reports serving hundreds of agencies and is a preferred website vendor for major industry associations (SIAA, Trusted Choice, IAOA) and carriers (Safeco, Keystone, Integra, Indium).

The company operates a platform-plus-modules architecture. The core subscription is an Agency Website ($1,800 one-time setup plus $150/month) including cloud VPS hosting, daily backups, SSL, pre-written SEO-optimized product pages, form and landing page builders, and enterprise-grade infrastructure. Optional add-on modules include PowerPack ($50/month) bundling QuoteVids video proposal tooling, digital case study generators, conversion cards, Facebook Live Chat integration, social media reels, and a mobile app-like experience; plus Local Traffic Marketing ($350-$1,500/month) providing managed Google and Facebook ads, retargeting, SEO, content creation, and analytics. The platform integrates natively with insurance-specific tools (AgencyZoom, InsuredMine, HawkSoft, Canopy Connect, Cover Whale), general SaaS (Salesforce, Zapier), and supports custom API-level integrations built at no extra cost to clients.

Advisor Evolved is bootstrapped and self-funded with no outside investors, operating with a distributed team of fewer than 10 employees across at least five US states. It sells directly to agencies through a self-service order page on its website and through consultative demo scheduling, with no channel partners or resellers. Revenue mechanics are predominantly subscription-recurring with a non-refundable setup fee and tiered upsell modules, and add-ons materially expand average revenue per agency.

Advisor Evolved firmographics

Firmographics
Name
Advisor Evolved
Legal name
Structrd, LLC
Website
https://advisorevolved.com
Company type
Private
Founded year
2015
Operating status
Operating
Headcount range
1–10 employees
Short description
Advisor Evolved is a bootstrapped US-based digital agency that builds WordPress websites, SEO, and digital marketing services exclusively for independent insurance agencies across the US, Canada, and UK, using a subscription-based core website plus optional add-on modules.
Ownership category
akta.pro rank

Where Advisor Evolved is headquartered

Location

Headquarters

HQ city
West Chester
HQ country
United States
HQ region
North America

Offices1 record

Markets served

Advisor Evolved business model

Business model
GTM type
B2B
Offering type
Software
Cost components
Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

  1. Website Development & Hosting Subscription: Core revenue stream from building, hosting, and maintaining conversion-optimized websites for independent insurance agencies. Charged as a one-time setup/activation fee plus recurring monthly subscription. Includes unlimited pages, blogs, forms, and landing pages.
  2. PowerPack Add-on: Optional monthly add-on ($50/mo) that includes QuoteVids video proposal tool, digital case studies, Facebook Live Chat integration, social media reels, mobile bar, and conversion cards. Sold as an upsell to website clients to increase close ratios and lead generation.
  3. Local Traffic Marketing (LTM) Add-on: Optional managed marketing service add-on ($350/mo to $1,500/mo) providing agencies with a back-office marketing team including Google & Facebook ads, SEO, content creation, retargeting, analytics, and advanced website support.

Pricing tiers

ModelBillingPrice
SubscriptionMonthlyCore website package — $1,800 setup + $150/month
SubscriptionMonthlyPowerPack add-on — $50/month (optional)
SubscriptionMonthlyLocal Traffic Marketing — $350–$1,500/month (optional)

Go-to-market motion1 record

Distribution channels2 records

Marketing channels10 records

Advisor Evolved product offering

Product offering

Core offering

Advisor Evolved builds, hosts, and maintains conversion-optimized WordPress-based websites for independent insurance agencies on a subscription basis, with a one-time setup fee plus monthly hosting. The core package is augmented by optional add-on modules including the PowerPack (featuring the proprietary QuoteVids video proposal tool, Digital Case Studies, Conversion Cards, Facebook Live Chat, and Social Media Reels) and a managed Local Traffic Marketing service covering paid ads, SEO, and retargeting.

Product overview

Advisor Evolved offers a platform-plus-modules product architecture centered on premium WordPress-based insurance agency websites. The core product is the Agency Websites platform ($150/mo after $1,800 setup fee) which provides SEO-optimized, mobile-responsive websites with built-in hosting, form builders, landing page builders, and SSL security. This core is augmented by the optional PowerPack add-on ($50/mo) which includes QuoteVids video proposal tool, Digital Case Studies, Conversion Cards, Facebook Live Chat integration, Social Media Reels, and Mobile Bar. Additional optional services include Local Traffic Marketing ($350-$1,500/mo) for paid ads and SEO, and standalone SEO & Digital Marketing services. The platform integrates natively with AgencyZoom, InsuredMine, HawkSoft, Canopy Connect, Cover Whale, Zapier, Salesforce, and other insurance industry tools.

Differentiator

Problem solved

Functional benefit

Brands

  • QuoteVids: Industry-first video proposal tool pioneered in 2017 that helps insurance agencies create engaging video presentations for prospects and customers.
  • PowerPack
  • Local Traffic Marketing (LTM)

Products and services

  • Agency Websites Premium WordPress-based insurance agency website platform ($1,800 setup + $150/month) providing SEO-optimized, mobile-responsive, conversion-focused websites with integrated lead capture forms, pre-built product pages, landing page templates, SSL encryption, Cloud VPS hosting with daily backups, server-side caching, and tracking pixel support, designed for time-strapped independent insurance agencies.
  • PowerPack Optional monthly add-on package ($50/month) that augments the Agency Website with the QuoteVids video proposal tool, Digital Case Studies for social media lead generation, Facebook Live Chat integration, Social Media Reels, Mobile Bar app-like mobile experience, and Conversion Cards for social proof pop-ups, designed to help independent insurance agencies boost website conversions and close more business.
  • Local Traffic Marketing (LTM) Optional managed lead generation and digital marketing service ($350 to $1,500 per month) providing a back-office marketing team for insurance agencies, including Google and Facebook Ads campaigns, website visitor retargeting, SEO, social media content, Google Business ranking, analytics, and advanced reporting.
  • SEO & Digital Marketing Services In-house search engine optimization and digital marketing services including backlink building, custom content creation, and on-page SEO best practices designed to help independent insurance agencies gain search engine visibility, out-rank competitors, and drive more calls and leads from organic traffic.

Quantifiable outcome

  • Agencies using QuoteVids have attained close ratios of 97% and higher
  • +4 more outcomes

Companies that use Advisor Evolved

Customer profile

Named customers3 records

Segments2 records

Ideal customer profiles2 records

Advisor Evolved technology and API

Technology

Technology focussed Yes

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Integration13 records

Feature10 records

Advisor Evolved partnerships and signals

Strategic signal

Partnerships

18 partnerships are on record, tiered core, supporting and flagship.

  • Agency ZoomcoreTechnology or Integration · 1 January 2017Custom API integration partnership that allows Advisor Evolved client websites to communicate seamlessly with Agency Zoom CRM, enabling integrated workflows for quote generation and client management directly through the agency website.
  • Canopy ConnectcoreTechnology or IntegrationCustom API-level integration with Canopy Connect at no cost to Advisor Evolved clients, allowing the agency website to function as an integration hub with Canopy's insurance tools.
  • Cover WhalecoreTechnology or IntegrationCustom API integration with trucking carrier Cover Whale that allows users to quote and bind their own policy directly through the agency website, providing a seamless end-to-end digital experience for trucking insurance.
  • ZapiercoreTechnology or IntegrationAdvisor Evolved websites integrate with Zapier, which serves as a bridge to connect the website with thousands of other software tools. If a tool integrates with Zapier, the agency website can connect to it within 30 seconds, dramatically extending integration capabilities.
  • SalesforcesupportingTechnology or IntegrationSalesforce CRM is among the tools integrated with Advisor Evolved websites, enabling agencies to connect their website lead data and forms to Salesforce for client relationship management.
  • Trusted ChoiceflagshipChannel Partner/ Reseller/ DistributorAdvisor Evolved is a preferred/recommended website development company endorsed by Trusted Choice, the independent insurance brand. Trusted Choice refers independent agencies to Advisor Evolved for website development services. Trusted Choice logo appears on the Advisor Evolved client showcase.
  • SIAA (Strategic Insurance Agent Association)flagshipChannel Partner/ Reseller/ DistributorAdvisor Evolved is the preferred website vendor for SIAA — one of the industry's largest insurance agent associations. SIAA refers member agencies to Advisor Evolved. SIAA logo appears on the Advisor Evolved client showcase.
  • IAOA (Insurance Agency Owners Association)flagshipChannel Partner/ Reseller/ DistributorAdvisor Evolved is a preferred website vendor for IAOA, the Insurance Agency Owners Association. Logo appears on the client showcase as a referral partner.
  • Safeco InsuranceflagshipChannel Partner/ Reseller/ DistributorAdvisor Evolved is a preferred website vendor for Safeco Insurance. Safeco refers its independent agency partners to Advisor Evolved for website development and digital marketing services.
  • KeystoneflagshipChannel Partner/ Reseller/ DistributorAdvisor Evolved is a preferred website vendor for Keystone, an insurance carrier/association. Logo appears on the client showcase.
  • IntegraflagshipChannel Partner/ Reseller/ DistributorAdvisor Evolved is a preferred website vendor for Integra, an insurance carrier/association. Logo appears on the client showcase.
  • IndiumflagshipChannel Partner/ Reseller/ DistributorAdvisor Evolved is a preferred website vendor for Indium, an insurance carrier/association. Logo appears on the client showcase.
  • HawkSoftsupportingTechnology or IntegrationHawkSoft is one of the CRM/form/app integrations available with Advisor Evolved websites, as shown in the integrations section of the website.
  • InsuredMinesupportingTechnology or IntegrationInsuredMine is one of the CRM/form/app integrations available with Advisor Evolved websites, enabling lead and client management integration.
  • Better AgencysupportingTechnology or IntegrationBetter Agency is one of the CRM integrations listed in the Advisor Evolved integrations section, enabling seamless website-to-CRM data flow.
  • ClientCircle (Rocket Referrals)supportingTechnology or IntegrationClientCircle (formerly Rocket Referrals) is listed as one of the integration partners available with Advisor Evolved websites, enabling referral and client engagement automation.
  • SALTsupportingTechnology or IntegrationSALT is one of the tools listed as integrated with Advisor Evolved websites, shown in the integrations section.
  • Risk AdvisorsupportingTechnology or IntegrationRisk Advisor is one of the tools that Advisor Evolved's product is built to work with, listed in the recommended website development description.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Advisor Evolved competitors and assessment

Company assessment

Direct peers

  • InsuranceSplash: InsuranceSplash is a digital agency that builds websites and provides marketing services specifically for independent insurance agencies, with a very similar value proposition to Advisor Evolved including SEO, PPC, and conversion-focused site builds.
  • Scorpion: Scorpion is a digital marketing and technology company serving insurance agencies alongside legal, home services, and healthcare clients, offering websites, SEO, paid media, and AI-driven lead conversion tools — overlapping directly with Advisor Evolved's insurance agency offering.

Broad incumbents

  • Hibu: Hibu is an established SMB-focused digital marketing provider offering websites, SEO, PPC, and social media services across many verticals including insurance — a broader incumbent operating in the same SMB digital marketing space as Advisor Evolved.
  • Thryv: Thryv is an SMB marketing and business management platform offering websites, CRM, marketing automation, and listings management. While not insurance-verticalized, it competes for the same independent small business website and marketing budget.
  • Web.com: Web.com is a long-standing SMB website builder and hosting provider offering templated websites, SEO, and digital marketing — competing for the same independent agency digital presence spend, albeit without insurance specialization.
  • Applied Systems: Applied Systems is the leading agency management system (AMS) provider for independent insurance agencies. Its Applied Epic and digital tools extend into agency front-office workflows that overlap with Advisor Evolved's conversion and lead capture capabilities.
  • Vertafore: Vertafore is a major insurance technology provider offering AMS, CRM, and digital tools to independent agencies. It represents the broader incumbent insurance tech stack against which Advisor Evolved's front-end digital layer competes and integrates.

Emerging players

  • HawkSoft: HawkSoft is an AMS vendor for independent insurance agencies and a listed integration partner of Advisor Evolved. It offers agency management software that complements — and partially overlaps with — Advisor Evolved's website and lead capture functionality.

Others

  • Agency Zoom: Agency Zoom is an insurance-specific CRM and sales automation platform and a core API integration partner of Advisor Evolved. It is an ecosystem partner rather than direct competitor — agencies typically use both products together.
  • Canopy Connect: Canopy Connect is an insurance data connectivity platform for agencies and a custom API integration partner of Advisor Evolved. It enables policy data flow that Advisor Evolved surfaces on the agency website — an enabling technology partner in the same ecosystem.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Advisor Evolved social profiles

Digital presence

Advisor Evolved compliance and trust

Trust signal

Compliance2 records

Advisor Evolved financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Advisor Evolved leadership team

Management profile

Number of profiles

Profiles5 records

Advisor Evolved funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Advisor Evolved M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Advisor Evolved

What does Advisor Evolved do?

Advisor Evolved builds, hosts, and maintains conversion-optimized WordPress-based websites for independent insurance agencies on a subscription basis, with a one-time setup fee plus monthly hosting. The core package is augmented by optional add-on modules including the PowerPack (featuring the proprietary QuoteVids video proposal tool, Digital Case Studies, Conversion Cards, Facebook Live Chat, and Social Media Reels) and a managed Local Traffic Marketing service covering paid ads, SEO, and retargeting.

Is Advisor Evolved a public or private company?

Advisor Evolved is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Advisor Evolved founded?

Advisor Evolved was founded in 2015. It employs 1 to 10 people.

Where is Advisor Evolved based?

Advisor Evolved is headquartered in West Chester, United States, in the North America region.

How does Advisor Evolved make money?

Three revenue lines are on record. Website Development & Hosting Subscription is the primary driver. The others are powerPack Add-on and local Traffic Marketing (LTM) Add-on.

Who are Advisor Evolved's main competitors?

Direct peers on record are InsuranceSplash and Scorpion. Broad incumbents are Hibu, Thryv, Web.com, Applied Systems and Vertafore. HawkSoft is listed as an emerging player. Others are Agency Zoom and Canopy Connect.

Does Advisor Evolved have an API?

No public API is recorded for Advisor Evolved.

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