Unified Digital Platform for Scalable Insurance Sales and Marketing Automation

The client faces difficulties managing multiple legacy systems for sales, marketing, and customer service, leading to navigation inconsistencies, information silos, limited CMS capabilities, and manual processes. These issues hinder rapid microsite deployment, scalability, and comprehensive analytics, impacting operational efficiency and customer engagement across digital touchpoints.

A medium to large insurance provider seeking to modernize its sales and customer engagement channels through an integrated digital platform to enhance scalability, efficiency, and user experience.

• Create a scalable digital platform enabling rapid creation and deployment of microsites for new insurance vendors and products within minutes.
• Develop a unified experience that integrates sales, marketing automation, and customer service functionalities to reduce platform complexity and improve navigation.
• Implement advanced analytics dashboards to consolidate web traffic and user engagement data across multiple websites and microsites.
• Automate marketing campaigns through a low-code/no-code environment to facilitate targeted customer outreach and conversion optimization.
• Enhance content authoring with a user-friendly GUI enabling non-technical teams to manage and launch microsites easily.
• Build a flexible, secure cloud infrastructure supporting rapid development, deployment, and ongoing feature enhancements.

• Template-driven microsite creation with drag-and-drop GUI for non-technical users
• Unified dashboards aggregating multi-website user data and traffic analytics
• Marketing automation module supporting targeted email campaigns and segmentation
• Automated deployment workflows for rapid feature rollout and updates
• Secure cloud hosting environment optimized for performance and scalability
• Multilevel analytics tracking via integration with external analytic tools
• Content management system with intuitive content authoring and editing capabilities

• Web analytics platforms for traffic and engagement analysis
• Email marketing and campaign automation tools
• CRM systems to synchronize customer data across sales and service
• Content delivery networks and CDN services for optimized website performance

• Scalability to support thousands of microsites and increased vendor onboarding
• Performance benchmarks ensuring rapid site creation (minutes rather than days)
• Robust security measures to protect sensitive customer and vendor data
• Responsive design for seamless experience across devices
• Automated deployment pipelines to reduce manual effort and errors

The new platform is expected to significantly enhance operational efficiency by reducing microsite setup time from days to minutes, enabling the onboarding of ten times more vendors without proportional increases in team size. It will improve user experience, facilitate targeted marketing through advanced automation, and provide comprehensive analytics, ultimately leading to increased conversion rates, better customer engagement, and streamlined content management.