Build Your Hatch Site

Your Hatch site is built from the information you provide in the Hatch Agent Portal. This includes your name and contact details, your agency information, and calendar details that visitors will see when they land on your public website.

Keeping this information complete and accurate helps clients, prospects, and potential recruits feel confident they are in the right place and know how to take the next step with you.

Use this article as a guide while you complete or update your site details, including your photo, bio, contact information, agency information, license information, and Calendly link.

Quick Start: What information is used to build my Hatch site?

Your Hatch site will include the contact details from the Hatch Agent Portal:

• Your name and contact information
• Your profile photo or headshot
• Your personal or agency information
• Your calendar link - if you want visitors to book time online
• Your license information
• Your direct-to-consumer eligibility

Before your site can go live, make sure each required field is complete and accurate.

What should I complete first?

Start by visiting your Agent Portal and reviewing your profile information. This includes your name, phone number, email address, profile photo, agency bio, and license details. This information helps create the public-facing version of your Hatch site and gives visitors the confidence to connect with you.

Why does my profile information matter?

Your profile information is one of the first things visitors see when they visit your Hatch site. A complete profile helps your site feel professional, personal, and trustworthy. It also gives visitors the information they need to contact you, book an appointment, or begin the application process.

What makes a strong profile photo?

Use a clear, professional photo where your face is centered and easy to see. Avoid blurry images, group photos, dark lighting, heavy filters, or images where your face is cropped too tightly. A strong headshot helps visitors quickly recognize you and adds credibility to your site.

What should I include in my bio?

Your bio should briefly introduce who you are, who you help, and why clients can feel confident working with you.

A strong bio is clear, approachable, and easy to read. Focus on your experience, your service approach, and how you help clients protect what matters most.

Agency Bio Example:

I help families understand their life insurance options and find coverage that fits their needs, goals, and budget. My goal is to make the process simple, personal, and easy to navigate from the first conversation to the final decision.

Can I update my contact information?

Yes! You can update your contact information in the Hatch Agent Portal.

Make sure your phone number and email address are accurate before your site goes live. This information may be used by visitors who want to contact you directly or follow up after submitting information through your site.

Can I add my own logo, colors, or custom page design?

At this time, the standard Hatch experience uses the approved Hatch and Symmetry branding structure.

Your personal and agency information help make the site feel specific to you, but custom page layouts, custom color themes, and fully custom designs are not part of the standard setup.

Can I connect my calendar?

Yes. If you want visitors to schedule time with you online, add your Calendly link in the Hatch Agent Portal.

Your appointment availability, reminders, and meeting settings are managed in Calendly. Hatch uses your Calendly link to give visitors a simple way to book time from your site.

For more detail, see Connect Your Calendar.

Can I edit my site after it goes live?

Absolutely. You can update your site information after your Hatch site is published.

Some changes may appear quickly, while others may take time to update or may require review. If your updates do not appear on your public site, refresh your browser or contact Hatch Support for help.

Do I need to connect a domain before my site can go live?

Yes, your Hatch site needs a domain name so visitors can access it online.

If you already own a domain, it can be connected to your Hatch site. If you do not own a domain, one may be purchased and configured as part of the setup process.

For more detail, see Go Live with Your Domain.

Where should I go next?

After your site details are complete, use these articles to finish your Hatch setup:

Going Live with Your Domain: Learn how to connect an existing domain or complete domain setup.

Connect Your Calendar: Learn how to add your Calendly link so visitors can schedule time with you.

Capture & Convert Hatch Leads: Learn how visitors submit information and how Hatch leads are handled.

Understanding the Direct-to-Consumer Experience: Learn how eligible visitors can begin the application process from your Hatch site.

Getting Started with Hatch: Return to the main overview of Hatch setup.