Bulk Generation of Microsites for the Insurance Salesforce

What is the Insurance Agent Microsite?

The Insurance Agent Microsite is a solution that allows insurance companies to create dynamic and responsive personal sites in bulk for their salesforce, agents and/or brokers, including branding elements and customized domains.

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  • Create dynamic microsites in bulk through a contacts list.
  • Allow the agent to self-manage the update of their personal information in order to generate the microsites with only the name and email of the agent.
  • Build loyalty by giving them a sense of belonging to the brand.
  • Offer a personalized domain that includes the name of the company and the name of the advisor.
  • Promote online quoting using referral links that contain the agent’s code.
  • Distribute product sales material.
  • Have statistics showing which advisors have referred the online quotes.
  • Create a downloadable vCard with structured data containing contact information, links, and access to sales promotion resources.

Customization options:

  • Corporate branding elements
  • Insurance agent photo
  • Contact information such as phone, email or WhatsApp.
  • Link to profiles on social networks
  • Generation and download of vCard file so that the end customer can save the agent’s contact information on their mobile
  • Links to quotes and downloadable marketing material of the different products the company wants to promote.
  • Other additional fields defined by the insurance company

Deployment times:

2 to 4 weeks

Pre requirements:

DANA Connect Advanced


  • Web
  • Webforms
  • Email
  • SMS as alternative channel

Want to see a demo of this solution?