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Silwatech is backed by a team of 1000+ employees, serving clients in over 10+ industries across 9+ locations
CS3-Insurance Brokerage Website and Digital Lead Generation Platform
The client is an established insurance brokerage organisation operating in India’s BFSI sector. It offers a broad range of insurance products through digital and advisory-led channels.
The organisation required a modern customer-facing platform to strengthen its digital presence, simplify access to insurance information, and support structured lead generation.
Project Context
The engagement focused on implementing a corporate website with integrated direct-to-customer insurance journeys and lead-generation capabilities.
Key objectives included
- Creating a modern and accessible digital presence
- Improving customer navigation and engagement
- Supporting more relevant customer journeys
- Capturing and transferring leads into downstream sales processes
- Enabling business teams to manage website content independently
- Establishing a scalable foundation for future digital services
Case Study Topics
Business Challenge
- The client needed to modernise its digital experience while improving the connection between website interactions and sales activities.
Key challenges included
- An existing digital presence that required modernisation
- Limited personalisation across customer journeys
- Manual or fragmented lead-capture processes
- Dependence on technical teams for routine content updates
- Limited visibility into website and campaign performance
- The need to support future services without extensive platform redevelopment
- Security and compliance requirements associated with customer information
The solution needed to balance usability, business flexibility, system integration and enterprise governance.
Solution Delivered
Corporate Website Implementation
A responsive corporate website was implemented to provide customers with clear access to insurance products, company information and engagement pathways.
Key capabilities included
- Modern interface with intuitive navigation
- Responsive experiences across desktop, tablet and mobile devices
- Structured presentation of insurance products and services
- Flexible page and content management
- Reusable components for consistent content publishing
- Architecture prepared for analytics and search optimisation
- Accessibility-focused design considerations
Digital Customer Journeys
Structured customer journeys were introduced to guide visitors towards relevant products and actions.
Capabilities included
- Journey pathways based on defined customer parameters
- Relevant content and calls to action at different interaction stages
- Simplified enquiry and lead-submission processes
- Clear transitions from product discovery to sales engagement
- A foundation for expanding into additional digital services
Lead Generation and CRM Integration
Webforms and customer enquiries were connected with the client’s CRM environment to support downstream lead management.
The integration enabled
- Structured capture of customer information
- Transfer of qualified enquiries into the CRM
- Improved visibility for sales and advisory teams
- More consistent follow-up processes
- Reduced dependence on manual lead handling
Security and Compliance Focus
Because the platform operated within the BFSI sector and collected customer information, security and controlled administration were important throughout the engagement.
Key focus areas included
- Secure handling of information submitted through webforms
- Role-based access for content editors and administrators
- Controlled content publishing and approval processes
- Secure integration between the website and CRM
- Managed deployment and change-control practices
- Alignment with the client’s internal IT, data-protection and compliance requirements
These measures supported platform integrity and responsible handling of customer information within the agreed project scope.
Technology Environment
The solution environment included
- Liferay Digital Experience Platform
- Java-based enterprise application architecture
- CRM integration for lead management
- Web analytics and SEO capabilities
- Responsive frontend frameworks
- Role-based content and administrative access
- Accessibility-focused design practices
Engagement Model
The engagement was supported through SilwaTech’s partner delivery ecosystem, combining digital platform alignment with specialised design and engineering capabilities. SilwaTech contributed through engagement alignment and partner collaboration, while the website development, integration and technical implementation activities were undertaken by an experienced partner company.
Delivery followed a structured enterprise model involving dedicated technical and functional resources. The work was aligned with the client’s governance processes, security policies, quality standards, and release controls.
The end client’s identity remains confidential. SilwaTech does not present itself as the direct contracting party or sole technical implementer for this engagement.
Value Delivered
The engagement contributed to
- A modern and responsive customer-facing digital presence
- Clearer presentation of insurance products and services
- Improved customer navigation and engagement
- Structured digital journeys supporting customer enquiries
- More efficient lead capture through CRM-integrated webforms
- Greater independence for business teams managing website content
- Improved readiness for analytics and search optimisation
- A scalable platform foundation for future digital initiatives
Why Silwatech
This engagement demonstrates the type of enterprise capability SilwaTech can provide through its internal teams and specialised partner ecosystem, including
Customer-facing websites and digital experience platforms
Liferay implementation and content-management capabilities
CRM-integrated lead-generation workflows
Responsive and accessible digital experiences
Delivery aligned with BFSI security and governance requirements
Coordinated access to specialised design, engineering and integration expertise
Selected Enterprise & Public Sector Experience
Our project experience spans government authorities, regulated enterprises, and major organisations across multiple industries.
References shown may include direct SilwaTech engagements and work delivered through our contracted partner network. Inclusion does not imply a direct contractual relationship with, or endorsement of, SilwaTech.
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Engage with our enterprise team to discuss your digital transformation goals, platform modernization initiatives, or large-scale system requirements. We’re ready to support your next strategic technology move.
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