Apr 22, 2024
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An intuitive site for a life insurance broker - Life Insurance Canada
Ongoing

An intuitive site for a life insurance broker - Life Insurance Canada

$25,000+
4-6 months
Canada, Toronto
2-5
view project
Service categories
Service Lines
Web Development
Domain focus
Banking & Financial Services
Programming language
CSS
HTML
PHP
CMS solutions
WordPress

Challenge

Two different companies developed our website. We also hired one full-time engineer and developer. However, our website never worked. We needed to make sure the website was functional and connected with all of our automation platforms.
Two different companies developed our website. We also hired one full-time engineer and developer. However, our website never worked. We needed to make sure the website was functional and connected with all of our automation platforms.

Solution

Xfive essentially built out an entire WordPress website from start to finish, beginning with the wireframes. We gave them our full design wheel but also asked them to make changes. Their team also added functionalities to the site, enabling users to quote insurance and sign documents. Their team did a lot of API work. Xfive integrated the website with DocuSign, Infusionsoft, and G Suite.

Results

Our website’s one of the first front- and backend life insurance platforms in Canada. We had someone complete an online application for life insurance, click sign using DocuSign, and process the application. Before the new website, the application was a five-step process. Xfive cut out all of those steps. In terms of manpower, they saved us a ton of time. They designed the website so it’s easy for us to make changes too. Their team’s incredible. I’ve worked with a lot of companies over the years, and I can’t say enough about Xfive. We recently talked to another company that spent over $1 million putting their website together. Our website’s honestly more functional.