Trevor McDonald

Welcome to HatchHatch 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 appointm...

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 se...

Your domain is the name that clients will enter into their browsers to find your Hatch site. This article will explain how Hatch domains work, what information is required for setup, and what to ex...

Your Hatch site can give visitors a simple way to schedule time with you online. To enable appointment booking, connect your Calendly account from the Hatch Agent Portal and confirm your availabili...

What is a Hatch lead?A Hatch lead is a visitor who submits their contact information through your Hatch site. This may happen when someone requests more information, asks to be contacted, starts an...

What is the direct-to-consumer experience?The direct-to-consumer ("DTC") experience allows eligible Hatch site visitors to begin an online application process from your Hatch site.This gives visito...

What do I get with my Hatch subscription?Your name, your agency, your brand. Choose your own domain and add your headshot, custom bio, and agency’s contact information so clients can learn who you ...

This article addresses the two most common areas of agent questions around the Quility DTC platform: what happens when an application is abandoned, and how state licensing affects lead assignment a...

When a site visitor begins a Banner Life DTC (Direct-to-Consumer) application but does not complete it, a structured follow-up process begins automatically. This guide explains what Banner AppAssis...