Challenge
Openly needed to modernize its "Find an Agent" experience. The existing process relied on state-based filtering and manually maintained agency listings, making it difficult for homeowners to quickly identify the most relevant insurance partners in their area. Openly wanted a more intuitive, location-based experience that would allow visitors to search using a property address or ZIP code and instantly find the nearest Elite Partner agencies.
The challenge extended beyond user experience. Openly required a solution that could integrate with HubSpot CMS, support ongoing maintenance by internal teams, display results on an interactive map, and be delivered on an accelerated timeline ahead of a planned launch date. The solution also needed to leverage agency data while remaining scalable for future growth.
Solution
No Bounds Digital designed a custom HubSpot-powered Partner Agency Locator that transformed Openly's manual search process into a dynamic, proximity-based experience.
Working within HubSpot CMS, No Bounds Digital developed a custom locator module that enables visitors to enter a property address or ZIP code and receive the five nearest Elite Partner agencies based on geographic proximity. The solution was architected using a structured agency database, allowing Openly to maintain agency information efficiently while providing visitors with accurate and relevant search results.
The implementation included:
- A custom location search experience supporting address and ZIP code lookups.
- Automated proximity calculations to identify the nearest agency partners.
- Interactive map functionality displaying agency locations with corresponding map pins.
- Dynamic agency result cards featuring agency name, address, phone number, distance, and website links.
- Responsive design optimized for desktop, tablet, and mobile devices.
- Integration directly into Openly's existing website experience without requiring a full-page redesign.
- Administrative processes that allow Openly's team to update agency data as partner information changes over time.
In addition to development, No Bounds Digital provided implementation planning, technical guidance, testing, launch support, and team handoff documentation to ensure a smooth deployment and long-term maintainability.
Results
The new Partner Agency Locator delivered significant improvements to both customer experience and operational efficiency:
- Replaced a manual state-selection process with a modern location-based search experience.
- Reduced friction for homeowners seeking local insurance partners.
- Delivered personalized search results based on geographic proximity.
- Improved visibility for Elite Partner agencies through map-based discovery.
- Created a scalable framework for managing agency data within HubSpot.
- Enabled Openly's marketing team to maintain agency information without requiring ongoing development support.
- Positioned Openly to provide a more consumer-friendly digital experience while supporting future enhancements and geographic expansion.
Based on the scope of the implementation, the solution streamlined the path from visitor search to partner engagement and established a stronger foundation for lead generation and partner referrals.
Conclusion
Openly's Partner Agency Locator project demonstrates how thoughtful HubSpot CMS development can transform a functional but limited website feature into a powerful customer engagement tool. By combining custom development, data-driven search functionality, and an intuitive user experience, No Bounds Digital helped Openly create a faster, more effective way for homeowners to connect with trusted insurance partners.
As a Diamond HubSpot Solutions Partner, No Bounds Digital specializes in HubSpot implementation, CMS development, website migrations, custom modules, and platform optimization. For organizations looking to enhance customer experiences and unlock greater value from HubSpot, No Bounds Digital delivers practical, scalable solutions that support measurable business growth.
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