Four layouts
Floating launcher with a list, tabs, popup buttons or a cards grid.
By line of business
Feature · Multi-calculator widgets
A widget groups calculators that belong together, such as life, disability and long-term care, behind one embed code. The visitor picks the question they care about; you get a lead that tells you which one it was.
A multi-calculator widget is a single embed that holds several calculators and lets the visitor choose between them. It can appear as a floating launcher with a list, a set of tabs, buttons that open each calculator in a popup, or a grid of cards. Agencies use widgets to cover a whole household's protection questions on one page.
How it works, step by step
Pick the calculators that answer related questions, for example the family-protection set or the retirement-income set.
Floating launcher with a list, tabs, buttons that open popups, or a cards grid.
Lead with the question most visitors to that page have, and keep labels in the visitor's words.
One snippet places the whole widget; add or remove calculators later without touching the site.
Each lead records the calculator used, so you see which question pulled the prospect in.
What you get
Floating launcher with a list, tabs, popup buttons or a cards grid.
Change the calculators inside a widget without editing the website.
Every submission records which calculator produced it.
The widget and its calculators use the same theme and palette.
Tabs work on a dedicated planning page where visitors will compare a few related calculations. A card grid suits a resources page with more options. Popup buttons fit inside long-form content. A floating launcher with a list keeps every calculator one click away on every page, without taking space in your design.
Group calculators by the life stage or decision the visitor is facing, not by your carrier appointments. A young-family bundle pairs life insurance needs, human life value and disability. A pre-retirement bundle pairs long-term care, fixed and immediate annuities and the HSA tools. Each bundle opens a conversation that naturally rounds out the account.
Family protection: life insurance needs, human life value, disability. A mortgage protection calculator is in development and will fit this bundle when it is released.
Retirement income and care: long-term care, fixed annuity, immediate annuity.
Health costs: HSA vs traditional plan, HSA contribution, HSA savings. An ACA premium tax credit calculator is in development for individual-market clients.
A visitor who came for one answer often tries a second calculator in the same widget. When they submit, the lead shows the calculation they finished, and returning submissions are appended to the same contact. A producer then sees, for instance, both a life coverage gap and a disability shortfall before the first call.
That is a far stronger opening for rounding out the account than guessing at what else the household might need. It also tells your marketing which questions your audience actually asks, which is useful when you plan content.
All features
Every lead arrives with the inputs and results the visitor entered, so the first call starts at question five.
Each lead is posted as JSON to a webhook you paste in: HighLevel, Zapier, Make or any HTTPS endpoint.
One div and one script puts a calculator on any agency website or HighLevel funnel, isolated from your site's styles.
Themes, colour palettes, custom fonts, light and dark modes and custom CSS make every calculator look like your agency.
FAQ
Answers first, details after.
Widgets are built to bundle several calculators, and the real constraint is clarity for the visitor. Tabs read best with two to four, while a cards grid or launcher list can hold a larger library. Your plan's calculator and widget limits are on pricing.
The Producer plan includes 1 widget and the Agency plan includes 10. The Enterprise plan, which includes the insurance calculators, has unlimited widgets.
Yes, if your plan includes both. Agencies sometimes pair a retirement savings or loan calculator with annuity or life calculators, which suits planners who also discuss budgets.
No. The embed code points at the widget, so calculators you add, remove or reorder in the dashboard appear on the site automatically.
Yes. The calculator name is stored with every submission and included in the webhook payload, so you can tag, route or score leads by calculator in your CRM.
Tabs and popup buttons both work well on phones; a floating launcher stays out of the way until tapped. Test your chosen layout on a phone before launch, especially on long pages.
No. Calculators in development are not available yet. They are listed on the calculators page and become available to add once they go live.
They do different jobs. A dedicated page targets one search question and ranks for it; a widget gathers related questions in one place. Many agencies use both: individual pages for search and a widget on the homepage or resources page.
InsuranceQuoteWidget
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