This Is What Managed Hosting Looks Like When It’s Done Right
A Live Example: One Stop Financial Group
What you’re seeing on this page isn’t theory—it’s execution.
One Stop Financial Group’s website, content, marketing, and automation are actively managed through our Managed Hosting for Agencies framework. Every update, campaign, post, blog, and lead generator you see is part of a structured system designed to support real insurance conversations and real client growth.
This is not just hosting. This is an operating system for independent agents.
a case study
One Stop Financial Group LLC
Creating an Asset: Comprehensive Website and Brand Evaluation
Turning an Expense into a Growth Asset
Like many independent life insurance professionals, One Stop Financial Group already had a website. It existed. It was paid for. And it technically “checked the box.”
But in reality, it functioned as an expense, not an asset.
The original site suffered from the most common problems we see with independent agents and small agencies:
- A domain address (osfgllc.com) that was disconnected from their brand name
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Outdated design that didn’t reflect trust, professionalism, or modern financial services
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Inconsistent branding across colors, typography, and messaging
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A cluttered home page trying to say everything at once—yet guiding visitors nowhere
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Weak or nonexistent SEO, making the site invisible to search engines
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No clear connection between services, audience needs, and conversion paths
The company paid to oversee the previous site had ZERO desire in understanding or learning anything about the insurance or financial industry. In short, the website wasn’t working for the business. It was simply there.
Pinnacle Trax first step was a comprehensive Website and Brand Evaluation—not just looking at aesthetics, but analyzing how the site aligned with the brand, the target audience, and long-term growth goals. We approached the redesign with a clear objective: transform the website into a strategic marketing asset that builds credibility, educates prospects, and supports lead generation 24/7.
From that evaluation, we executed:
- Changed the domain to onestopfinancialgroup.net
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A complete website redesign aligned with One Stop Financial Group’s brand identity
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A cleaner, more intentional home page focused on clarity and user flow
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Purpose-built service pages that clearly communicate value and reduce buyer friction
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Proper on-page SEO structure to improve Google search visibility and authority, which included research and adding hundreds of keywords across the entire site
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Messaging that positions the firm as a trusted guide—not just another insurance option
The result was not just a better-looking website, but a foundational platform—one designed to support future marketing, content, and automation initiatives rather than hinder them.
This is where One Stop Financial Group’s website stopped being a line-item expense… and started becoming an asset.
A Strong Foundation: Managed Hosting Plus
Expanding Visibility Through Structure, SEO, and Industry Insight
Managed Hosting Plus provided the foundation for keeping One Stop Financial Group’s website secure, updated, optimized, and performing reliably. But its real value came from what we added—not just what we maintained.
On their previous site, all life insurance offerings were grouped under a single, generic page. Through our ongoing pursuit to learn, understand, and speak the language of the insurance industry, we identified a clear opportunity to expand both clarity and search visibility.
We researched the market, audience intent, and service distinctions, then created dedicated pages for each insurance product—including Term Life, Whole Life, IUL, and Final Expense, to name a few. Monthly site development allowed for the quick addition of new service offerings, like Quality of Life, and LTC. Each page was written with focused, SEO-driven copy so Google could properly index each service and visitors could quickly find what they were searching.
To further increase engagement, we also designed custom Featured Images (WordPress thumbnails) for every service page. These visuals reinforced branding and helped the pages stand out when shared across social media—turning service pages into shareable marketing assets instead of static content.
The result was a more structured, searchable, and visually cohesive website—one that reflected both industry knowledge and a long-term growth mindset.
Featured Images. Click to Enlarge.
Consistancy, Credibility, and Authority: Managed Hosting Premium
From Website Management to Coordinated Marketing Execution
Managed Hosting Premium builds on everything in Plus, but marks the point where the website becomes part of a larger, intentional marketing system.
At the center of this subscription is a comprehensive, collaborative Marketing Calendar—designed to keep One Stop Financial Group and the Pinnacle Trax marketing team fully aligned. The calendar maps out content themes, service priorities, and posting cadence, while intentionally incorporating industry observations, seasonal relevance, and timely financial conversations that resonate with real prospects.
With that strategy in place, Pinnacle Trax assumed full management of all social media platforms. We created branded evergreen content, service-focused campaigns, and coordinated posting schedules—all executed according to the marketing calendar to ensure consistency, momentum, and message clarity across channels.
Managed Hosting Premium also elevated the trust and authority of Marcel Lashover, the agent. Through our Blog Assist program, collaborating on industry-leading articles, we positioned Marcel as a published voice within the financial and insurance space. These articles weren’t just content for content’s sake—they expanded the website’s keyword footprint, gave Google significantly more to index, and provided valuable assets to support social sharing and prospect education.
This phase marked a clear transition: the website was no longer static, and the brand was no longer quiet. One Stop Financial Group now had a steady, strategic content engine working in the background—building visibility, credibility, and long-term search authority.
Sample of actual Evergreen content created for One Stop Financial Group. Visit their social media below to see all campaign content.
Industry-leading articles (with Custom Thumbnails) that were scheduled according to the marketing calendar. Click to Read.
Fully Connected Automated Ecosystem: Managed Hosting Platinum
Automation, CRM-Driven Follow-Up, and Scalable Growth
Managed Hosting Platinum is where everything comes together—strategy, content, and infrastructure—into a fully connected marketing and follow-up system designed for long-term, scalable growth.
At this stage, the website and content engine were integrated with a custom CRM, built and maintained specifically for the agency’s workflow. We designed the organizational framework—lists, segments, and tags—so every inquiry, download, and form submission could be tracked, categorized, and followed up intelligently.
From there, we created custom forms and lead pathways tied directly to the CRM, allowing prospects to move seamlessly from interest to engagement. Automated drip campaigns and follow-up sequences ensured no opportunity was lost, while maintaining a consistent, professional brand voice.
Managed Hosting Platinum also introduced newsletter creation and distribution, transforming ongoing content into regular touchpoints (currently at 1000+ prospects) that keep the agency top-of-mind. Performance reporting—open rates, click activity, and engagement trends—provided visibility into what was working and where to refine.
To accelerate reach and efficiency, we layered in AI-generated marketing videos and short-form content, supported by custom scripts and coordinated social scheduling. These assets extended the brand’s presence across platforms while directing prospects back into purpose-built landing pages—closing the loop between content, traffic, and conversion.
The result was more than a website or a marketing campaign. One Stop Financial Group now operates with a connected ecosystem—where content attracts, systems respond, and follow-up scales without adding administrative burden.
This is where marketing really accelerated—becoming a collaborative, trust-based partnership, with Pinnacle Trax working alongside Marcel, and One Stop Financial Group to support growth, consistency, and long-term success.
Intergrated Marketing Planner
Sample CRM, Client Card,and Drip Campaign.
Lead Generator Popup. When form is submitted, prospect immediately gets an email with the download link; their name and email are automaticlly saved in CRM, and a 3 – 4 email drip campagin begins after 24 hours.
December 2025 Lead Generator Giveaway and Newsletter.
AI and Faceless reels made from client-approved scripts.
Are You Ready for a Marketing System That Grows With Your Agency?
Whether you’re starting with a stronger foundation or ready for full-scale marketing and automation, PinnacleTrax meets agencies where they are—then helps them grow. While many begin with Managed Hosting Plus, most see the greatest momentum and long-term value at the Premium or Platinum level.
Fill out the form in the footer to schedule a free consultation, and let’s identify the right starting point for your agency.