Insurance agency website and business portal
Moved from offline Excel to one system
- Website
- ERP
- Excel migration
- Renewals
What the client needed
An insurance agency ran its business out of offline Excel files: customer details and policy renewals all lived in spreadsheets. It needed a public website that tells prospects who the agency is, and a system the whole team could run the business from.
What we built
- A marketing website with the agency profile, the insurance companies it works with, client testimonials, its location, and a contact form
- A business portal (ERP) that replaced the Excel files for the whole business
- Customer records in one place instead of scattered across files
- Policy renewal tracking, with reminders so renewals are not missed