Premier Life Strategies

https://plstrategies.com

This was based on the Divi theme but was extensively modified to suit the agency’s needs.  This website uses WordPress multisite to achieve both the front and back end of a brokerage general agency. The site was designed to help recruit agents as well as to educate the general public. The back end of the site is an extremely robust agent portal. The agent can view their current contracts with carriers, view their entire pending and existing book of business, and run quotes. The pending business and contracting is pulled into the system via a proprietary plugin that links the site to Salesforce where the agency's data is held. In addition they can utilize a proprietary e app system that allows their clients to take an application online in mere minutes, saving the advisor and client much needed time. Also includes a fully customized document management system to catalog and display sales documents.

Features

  • Custom Post Types
  • Membership Site
  • Woo Commerce
  • Social Media Integration
  • Custom Checkout
  • Custom Theme
  • Mega Menu
  • Custom Document Management System
  • Custom Case Management
  • Multi Site
  • User Portal
  • Custom SSO
  • Proprietary E App

Logo

This logo was meant to be able to be manipulated for various media, and intended to simplify the agency's existing logo. The monogram can be used on it's own, or combined with the text to create a full logo.

Color Palette

Color palettes for financial services use a lot of psychological information to determine their colors. Green is the color of money, evokes trust, and also exudes a calming effect. The blue was chosen for loyalty and faithfulness. It is the most common color in financial services.

Screenshots

(click for larger view)
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