Products & services
Cover and plans explained, without numbers that promise.
Insurance and financial advisers
A website for your advisory practice that says what you cover and how a conversation starts
A family looking for health cover or a plan for a child's education wants to know what you advise on, which companies you represent, what your registrations are and what the first conversation looks like. Creatin Web designs and builds a website that says all of that professionally, with a dashboard and an Android app you run yourself.
Enquiries arrive with the need, the family size and the preferred time, so the first call is about them.
The problem
What goes wrong with most websites in this business
Clients can't verify who you are
Agent codes, IRDAI or AMFI registrations, the companies you represent: trust begins with these, and they are not online.
Products are explained one call at a time
Term, health, motor, mutual funds: a plain page for each saves the first twenty minutes of every call.
Referrals have nowhere to land
A friend recommends you; the friend's friend searches your name and finds nothing.
The solution
What your Creatin Web website does about it
Cover and plans explained as services
Each type of cover or investment explained plainly: who it is for, what to consider, how you help, with no promise of returns.
Registrations and companies represented
Your licence or registration details and the insurers or fund houses you work with, in your own words.
How a consultation works
What you ask, what you need from the client, and what happens after, so people know what they are starting.
Enquiries with the need
The form asks for the kind of cover or goal, the family size and the preferred time, with a notification on your phone.
Your sections
What a website for insurance and financial advisers usually has
Each one is a section of your dashboard and a part of your public website. They are chosen for your business when the site is built; a gallery, a blog, testimonials, SEO controls, analytics and staff accounts come with every site.
Awards & certifications
Registrations and qualifications.
Contact form inbox
Enquiries with the need and the timing.
Blog
Explainers in plain language.
Testimonials
Clients' words, with permission and without figures.
Team & leadership
You and your associates.
What it does not do
There is no premium calculator, no policy purchase, no KYC and no payment through the website. It presents the practice and takes enquiries; proposals and policies go through the insurers' and fund houses' own systems.
See it
Inside the dashboard
Real screens of the dashboard, filled with sample data. The business in them is not a real one, and not yours; the sections are the ones you would use.
Questions
Questions from insurance and financial advisers
Can clients buy a policy or invest through the website?
No. The website explains and takes enquiries. Proposals, KYC and payments go through the insurer's or fund house's own process.
Can we show returns or premium examples?
The website publishes what you write. Illustrations and returns are regulated; keep them to what your principals permit, and the site adds no figures of its own.
Can we publish our registration numbers?
Yes, in the certifications section and on the contact page, in your own words.
Can testimonials be used?
Only with the client's permission and within what your regulator allows. Many advisers keep them to the experience of working with you, without figures.
Keep reading
Related pages
Free consultation
Tell us about your business
No obligation and no sales script. We listen first, then put a price in writing.
- We get in touch to understand your business and what the website should do.
- You receive a written quotation: your yearly plan and what is included.
- If you go ahead, we design and build your website and hand you the dashboard and app.