Getting Started With Hatch

Welcome to Hatch

Hatch elevates your digital presence by bringing you and your clients closer together. It offers prospects a place to learn about you, connect with your agency, schedule an appointment, submit their contact info, and begin the application process. Your Hatch profile and contact information, combined with calendar booking, lead capture forms, and direct-to-consumer access all work together to create a more seamless path from interest to action.

Use this guide is your Hatch starting point. It explains what Hatch is, what your subscription includes, and what information is needed before your website can go live. It also points you to the support articles that can help you confidently complete each step of setup process.

Quick Start: What should I do first?

To get your Hatch site ready, complete these setup steps:

1. Build your site profile - Use the Hatch Agent Portal to complete your profile, domain, calendar, and setup information
2. Choose or connect your domain - Use a domain you already own or select a new domain name using Hatch's automated site setup process
3. Connect your calendar - Add your Calendly link if you want visitors to schedule appointments with you
4. Review how leads and applications work - Understand how visitors can submit information, schedule time, or begin the direct-to-consumer application experience

What is Hatch?

Hatch is your branded digital presence for helping clients learn about you, connect with you, and take action online.

With Hatch, you can create a professional public-facing website that includes your profile, agency information, contact details, calendar booking option, lead capture forms, educational content, and direct-to-consumer application access where available.

Hatch is designed to help you maintain a credible online presence and give interested visitors a simple way to request help, schedule time, or begin the application process.

What is included with my Hatch subscription?

Your Hatch includes all of the following features & functionality:

• A branded public website for you, your agency, and your contact information
• A profile page with your photo, biography, license information, and agency details
• A custom domain option, either using a domain you already own or one configured for you
• A simple layout designed to feel professional, personal, and easy for clients to navigate
• Educational content and social-ready resources that can help visitors better understand life insurance
• Lead capture forms that allow visitors to request information or get in touch with you
• Calendar booking support when you connect a Calendly link (Calendar Article for reference)
• Direct-to-consumer application access where eligible visitors can begin the application process through the available carrier experience (Related articles for reference: Understanding the Direct-to-Consumer Experience Article, Direct-To-Consumer (DTC) Abandoned App, and Direct-To-Consumer (DTC) Agent FAQ)

What do I need to complete before my site can go live?

Before your site can be published, you should complete the required profile and setup information in the Hatch Agent Portal.

This includes:

• Your name and contact information
• Your agency or business information
• Your profile photo or headshot
• Your biography
• Your license information
• Your domain preference
• Your calendar link, if you want visitors to book appointments online

Keeping this information complete and accurate helps ensure your public site is professional, compliant, and ready for visitors. (Related articles for reference: (Build Your Site, Go Live with Your Domain, and Connect Your Calendar)

How long does it take for my site to go live?

In most cases, your site can go live in less than one business day after your profile is complete and all required setup information has been submitted.

Timing may vary if domain verification is still pending, required profile information is missing, or additional review is needed before publishing.

What happens after I complete setup?

After your required profile and setup information is submitted, your website will automatically begin publishing. If your domain is connected and all of the required information is complete, your Hatch site will be made available to visitors in as soon as a few minutes.

If information is missing, your domain is still pending, or additional review is needed, publishing may take longer.

Where should I go next?

Use these articles to complete the rest of your Hatch setup:

• Build Your Site: Learn what profile, agency, contact, and license information is used on your Hatch site.
• Going Live with Your Domain: Learn how to use an existing domain or complete domain setup.
• Connect Your Calendar: Learn how to add your Calendly link so visitors can book 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.