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Synergie Assurances

Synergie Assurances

Digital transformation and efficient lead acquisition for a broker in Yverdon

Synergie Assurances, an independent broker in Yverdon, wanted to strengthen its digital presence to modernize its image and attract new clients. Geekworkers was commissioned to design a professional website, optimized for conversion, while ensuring its maintenance and team training.

https://synergie-assurances.ch/🔗
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Goals
Modernizing the digital image
Design a professional website that reflects the expertise, credibility and neutrality of Synergie Assurances.
Generate qualified leads
Optimize the site to facilitate contact requests and encourage the taking of personalized advice.
Ensure team autonomy
Train staff to manage content and update the site independently.
Ensuring the long-term future of the site
Implement proactive maintenance to ensure the security, performance and continuous evolution of the platform.
Solutions

Custom development of a WordPress site for an insurance broker

To strengthen Synergie Assurances' digital presence and support its ambitions, we designed a custom WordPress site that was clear, efficient, and easy to manage, reflecting the broker's professionalism, neutrality, and expertise in the complex field of insurance. Geekworkers adopted a fully customized approach to meet these objectives.

1. Design and development of a professional digital showcase

Strategy: Design of a modern, conversion-oriented website

  • Development on WordPressproviding a solid, secure and easily manageable base for the customer.
  • Use ofElementor Pro to build a clear, modern and responsive user interface, making it easy to navigate and understand the services on offer (private and professional insurance, personalised advice).
  • Integration of the Crocoblock suite (JetEngine for the “Advisors” and “Services” Custom Post Types, and JetThemeCore for the templates) to dynamically present the team of qualified advisors and to structure the insurance offers in a clear and attractive way, while promoting the neutrality and independence of the broker.
  • Design oriented towards lead generation : clear calls to action, simple contact forms, highlighting contact details to encourage appointment booking or requests for personalized analysis.

2. Initial technical and SEO optimization

Strategy: Ensure a healthy foundation for performance and visibility

  • Implementation of fundamental technical SEO best practice from the development phase: semantic HTML structure, optimization of title tags, initial configuration for indexing.
  • Optimising loading speed through basic caching techniques and image optimization for a smooth user experience.

3. Customer support: maintenance and training

Strategy: guarantee the sustainability of the investment and the autonomy of the client

  • Setting up a WordPress maintenance contract to ensure regular updates (security and functionalities), back-ups and responsive technical support, guaranteeing the site's longevity and security.
  • Exemption from a training to the Synergie Assurances teams to enable them to take charge of the administration of the site (updating text content, adding news or new advisors), thus promoting their autonomy on a daily basis.
Results
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An effective website for growth

The project enabled Synergie Assurances to develop a modern and professional online presence, aligned with its development objectives.

  • Modernized digital presence: a website with a modern design that reinforces the company's credibility and professionalism.
  • Optimized platform: high-performance and technically well-configured site for better visibility.
  • Dynamic Features: use of Crocoblock for a structured and engaging presentation of services and advisors.
  • Customer autonomy: training ensuring the ability of teams to manage the content of the site.
  • Secure maintenance: contract guaranteeing the sustainability and security of the digital investment (project budget: ~1000 CHF).

Geekworkers has designed a powerful and cost-effective web solution, demonstrating its expertise in meeting the specific needs of SMEs in French-speaking Switzerland, even in regulated sectors such as insurance.

You too can modernize your digital presence like Synergie Assurances.

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