WebCitz started working with this client in 2019
- Client: IRA Brokerage
- Platform: WordPress
- Industry: Financial Services
- Services: Maintenance / Support, Web Development, Web Hosting
The Challenge
In the life insurance world, speed and accuracy in quoting are competitive necessities. IRA Brokerage faced several significant digital hurdles:
- Legacy Infrastructure: Their previous site didn’t reflect their status as a modern, technology-forward brokerage for independent agents.
- Workflow Friction: Agents needed a way to run quotes and submit applications without jumping between multiple disjointed platforms.
- Data Security: Handling sensitive insurance and personal data requires an uncompromising approach to server security and proactive maintenance.
The WebCitz Solution
We implemented a “Digital Agency” model that prioritized a professional aesthetic backed by powerful, integrated tools:
- 2020 Website Launch: We built a custom, professional WordPress site designed specifically for a B2B audience. The design focused on providing easy access to their “Agent Portal,” carrier lists, and underwriting guides, establishing immediate credibility with new and existing agents.
- Complex iPipeline Integration (2021): This was a major technical milestone. We engineered a custom integration with iPipeline, the industry standard for life insurance sales technology. This allowed:
- Embedded Quoting Engines: Enabling agents to run real-time life insurance quotes directly within the irainc.net environment.
- Seamless App Submission: Integrating the iGO e-App platform to streamline the application process, reducing NIGO (Not In Good Order) submissions.
- Managed Hosting & Proactive Security: Since 2019, we have provided high-performance, managed hosting. Because of the sensitive nature of insurance data, we perform constant, proactive updates to the WordPress core, plugins, and server-side security protocols to ensure the platform is never vulnerable.
- Scalable Support: We continue to act as their on-call technical team, ensuring that as the insurance industry’s technology evolves, IRA Brokerage stays ahead of the curve.
The Result
Today, irainc.net is a powerhouse resource for insurance agents across the country. By integrating iPipeline directly into their modern WordPress site, IRA Brokerage has removed the technical barriers for their agents, leading to faster quotes and higher submission rates. Our ongoing stewardship ensures that their digital foundation is as reliable as the insurance products they represent, allowing their leadership to focus on carrier relationships and agent growth.
