Websites for Insurance Brokerages
Your lead arrives at 9pm Googling 'cheapest car insurance Ontario' — you need a quote form that captures enough to actually bind, not a generic contact form. Then the policyholder comes back wanting a pink slip, a claim number, or a renewal quote — and they want it without calling the office.
Looking for a tailored solution for your firm? View our industry overview
Industry Needs
Choose Your Path
WordPress / WooCommerce
- Best for solo or small teams
- Fast launch
- Plugin-based flexibility
React / Django Custom
- Best for growing organizations
- Phased rollout
- Complete ownership
Growth Roadmap
Path A can be your starting point. Path B is where you evolve when operations demand more.
Professional Website
Establish credibility online
Structured Intake
Forms, booking, document collection
Client Area
Billing, retainers, basic portal
Custom Portal
Full system ownership
Path A — WordPress / WooCommerce
Independent brokers and small brokerages with one or two producers, where policy administration lives in TAM / Epic / Power Broker and client service still happens mostly by phone. The website's job is lead capture that actually qualifies, and trust signals that convert cold search traffic.
Phases
- 1.Marketing site structured around Auto, Home, Commercial, Life lines
- 2.Multi-step quote forms with enough detail to route to the right producer
- 3.Basic post-sale doc requests via a secure form (not email attachments)
Core Pages
- Home with province / licence disclosure
- Auto / Home / Life / Commercial lines (each with its own quote flow)
- Claims (when and how to report, carrier FNOL links)
- About / Team with broker licence numbers
- Resources / FAQ (non-advice educational content)
- Contact / Request a Quote
Core Features
- Line-specific multi-step quote forms routed by producer or territory
- Carrier partner display (where contractually allowed)
- Google review pull-through and testimonial page
- Compliant disclosure footer (RIBO licence, privacy, complaints)
- Secure one-off document upload for post-sale requests
Limitations
- •No policyholder login — pink slips and declarations still emailed
- •Claims status answered by phone or email, not the site
- •Renewals tracked in the BMS and followed up manually
- •No audit trail of which disclosure the client saw at quote time
Path B — React / Django Custom
Brokerages with 2,000+ policies in force, multi-producer teams, or commercial-heavy books where mid-term endorsements and certificate-of-insurance requests generate real phone volume. Also right when a key carrier offers data feeds that would unlock a true policyholder portal.
Phases
- 1.Policyholder login with MFA and policy list
- 2.Document vault for declarations, pink slips, COIs, and renewal packages
- 3.Claims FNOL form that creates a case and surfaces carrier status
- 4.Automated renewal cadence driven by the BMS feed
Core Features
- MFA login with household / business grouping
- Per-policy document vault including auto-generated pink slips
- Certificate of insurance self-serve for commercial clients
- FNOL intake with photo / document upload, routed to carrier + broker
- Renewal dashboard with 60 / 30 / 10-day reminders
- Endorsement request flow (add driver, add vehicle, change address)
- Compliance archive of every disclosure shown at quote or renewal
Our Recommendation
Why This Matters
Ready to explore this path?
Request a review and we'll recommend the right approach for your Ontario business.
No obligation. We'll tell you honestly if this makes sense for your business.