Website & SEO Audit for Finance & Insurance: What Actually Works
For financial advisors, insurance agencies, and fintech teams. A plain-English review of what your site does right, what it hides from Google, and what turns visitors into clients.
You know your services help people. But your website feels like a brochure that sits there. You wonder why competitors show up higher, or why your contact form is quiet even when traffic looks okay. You want the real reasons, not a sales pitch.
A proper audit for a finance or insurance site starts with trust signals. Every page gets read against what your clients actually need to see before they call you: clear licensing info, real team photos, simple explanations of coverage or planning options, and easy next steps. Then the same read happens on your closest competitors. You get a plain list of what they do that you do not, what you do better, and what is missing on both sides. No filler. Every finding ties back to a fix that makes a person pick up the phone or book a meeting.
Finance and insurance are different because your audience arrives scared, confused, or under pressure. They are not browsing. They need to feel safe fast. That changes what matters on a page. A headline that works for a coffee shop fails here. A form that asks too many questions loses a lead. Google also treats your site differently. It looks for authority signals, consistent business info across the web, and content that answers real money or coverage questions. A generic SEO checklist misses half of that.
Cost depends on how many pages you have, how many competitors get reviewed, and whether technical fixes are part of the job. A focused audit for a small agency with one main competitor often runs smaller. A larger firm with multiple service lines, location pages, and several strong competitors takes more time. Expect a range that reflects real reading and real comparison, not an automated scan. You always hear the number before any work starts.
It starts with a short call to hear what is bugging you. Then every page on your site gets read, along with the sites you are losing to. Scott Gerke documents what is broken, what is invisible to search engines, and what pushes people away. You get a plain list of findings with screenshots and notes, ranked by what hurts the most. A follow-up call walks you through it so you know exactly what to fix first.
You end up with a clear, short list of things to fix. Some you can do yourself. Some you may want help with. Either way, you stop guessing why the phone is not ringing and start knowing.
Common questions about website & seo audit for Finance & Insurance
Usually one of a few findable causes: pages blocked from indexing, no pages targeting what people search, or a site structure Google gave up…
Read the full answerThe mechanical parts are learnable. The parts that bite are invisible: pages Google quietly ignores, duplicate content, broken structure. An…
Read the full answerA website audit finds the gaps: unclear calls to action, slow pages, broken forms, or content that doesn't match what people search. Fix tho…
Read the full answerWhat our customers say
"Scott went above and beyond anything we ever could’ve expected. He didn’t just teach our team to use Claude. He opened our eyes to a whole new way of working. He pulled our entire business together, rebuilt our sales process from the ground up, helped us get payroll organized, and got us ready to launch our new sales team. The real difference for us has been Scott. We are going to keep working with him long-term."
"Working with Scott has been amazing! His ability to ingest information, understand it, and then help you understand it is second to none. His work ethic is unlike any I've seen. Scott's forward-thinking mindset is incredibly refreshing and helpful. If you want your website to be found more easily, do yourself a favor and talk to Scott and his team. But don't stop there. Scott has a wealth of knowledge that can help you in so many ways."
"Scott and team just finished a deep dive on our website and it was eye-opening. They found and implemented several key fixes, and actually explained them so we could understand. We've already hired them for another project."