An industry-leading provider of retirement-account management solutions
With integrations to three different third-party systems, the PAi site is an amazing tool. To provide a seamless experience, visitors can submit quote-requests and login to their accounts onsite -- but each of these activities results in them being shuttled to another system.
A visitor-focused approach with conservative Midwestern appeal
We worked with PAi's ad-agency who provided an excellent set of mock-ups to direct the site's appearance. We added a back-end toolset that streamlines how the site is used:
- Add content in a "needs review" Status, and automatically alert senior reviewers that content is awaiting approval.
- Validate that addresses are correct before customer information is submitted.
- e-Mail list sign-up form that submits addresses directly to their CRM account