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Engineering Trust: A Secure Digital Evolution for Rubens Insurance

Bridging the gap between complex insurance products and user-friendly digital experiences with a custom-built quote engine.

Engineering Trust: A Secure Digital Evolution for Rubens Insurance

Revenue Growth

44%

ROI

5.1x

Timeline

8 Months

BACKGROUND & CONTEXT

Rubens Insurance is a specialized brokerage offering comprehensive coverage solutions. In the insurance industry, a credible digital presence is critical. The client’s outdated platform suffered from high user drop-off and a cumbersome quote process that hindered lead conversion.

ORGANIZATION

Rubens Insurance Services

SECTOR

Insurance & Risk Management

SCALE

Regional Brokerage

CORE CHALLENGES

Rubens' website suffered from 'Information Overload.' The site was cluttered with excessive text and lacked a clear navigation structure. Additionally, the outdated quote process featured cumbersome forms and manual entry, resulting in slow response times and potential leads being lost.

01

Friction-heavy quote forms with 15+ manual entry fields

02

Non-compliant with ADA (Americans with Disabilities Act) standards, limiting market reach

03

Poor navigation flow due to unclear service categories

04

Weak mobile interface that frustrated users seeking urgent coverage

GROWTH STRATEGY

We implemented a 'Logic-Driven' development approach, restructuring the site into service silos (Auto, Home, Commercial) and creating a smart, conditional-logic lead capture system. This reduced time-to-quote and ensured the data collected was of higher quality.

Development of a conditional-logic 'Smart Form' that adapts to user input

API integration with the CRM for seamless lead distribution

ADA-compliant UI/UX design for enhanced accessibility

SSL-hardened platform to secure sensitive user PII (Personal Identifiable Information)

FINAL IMPACT

Rubens Insurance now operates on a platform that reflects their professional integrity. The website has transformed from a friction-heavy lead generator to an efficient business tool, improving conversion rates and lowering lead acquisition costs.

125% increase in qualified monthly insurance inquiries

Full ADA and GDPR compliance to enhance brand trust

Automated lead syncing with zero manual data entry

“The new platform has completely streamlined our intake process. We're receiving better data from leads, and our clients constantly comment on how easy the new portal is to use.”
Operations ManagerRubens Insurance Services

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