Insurance Agency

Client Background & Objectives

Sean Dray, based in Stuart, Florida, is the Founder of an Independent Insurance Agency affiliated with top carriers like Aetna, Allstate Health Solutions, Ambetter, Cigna, Humana, Oscar, and more. He helps clients shop, compare, and enroll in personalized plans across Health, Dental, Life, and Medicare Insurance. 

Sean approached Digital Three Sixty seeking a complete overhaul of his outdated website, which lacked clear service information, testimonials, and actionable CTAs. His primary objective was to create a modern, informative digital presence that built trust and streamlined user flow, especially for prospective clients wanting to explore insurance options and contact him easily.

Project Discovery & Strategic Approach

A discovery session with Sean helped us outline core priorities:

– Use a clean, insurance-themed visual structure
– Add a testimonial section for social proof
– Improve website navigation for all user types
– Integrate CTAs strategically for consultation booking
– Align lead-capturing forms with Zoho CRM

Collaboration & Execution

Working closely with Sean, our team at Digital Three Sixty focused on creating a frictionless client journey. The new site featured an updated visual design consistent with reputable insurance brands. We added his photo in the “About” section and published educational snippets to build trust. Google review sliders and testimonials were integrated for social validation. Our developers also helped configure Zoho CRM integration with identical lead fields for seamless form submission. The collaboration was smooth, with continuous feedback from Sean ensuring every element aligned with his professional tone, industry credibility, and lead-generation objectives.

Final Outcome & Client Impact

The final website presented Sean’s services with clarity, credibility, and conversion-driven design. Enhanced trust elements, streamlined user flow, and strategic CTA buttons significantly improved engagement. The Zoho CRM integration ensured qualified leads were captured and routed in real time.