Case Study: Workplace Assured achieves faster, tablet-optimised insurance quoting and improved lead acquisition with Kentico

Workplace Assured - Customer Case Study

Workplace Assured, which helps businesses manage employer obligations and compliance risk, needed to move a slow, paper-based insurance quoting and fulfilment process online so its business development managers (BDMs) could produce quotes in person. The existing workflow caused delays and customer frustration and required specialist support, tablet-optimised interfaces, Dynamics CRM integration, white‑labelling, email notifications, remote underwriter access, e-commerce and invoicing capabilities.

The team selected Kentico to deliver tablet-optimised online forms, custom pages, automated email notifications and Dynamics CRM integration, using conditional workflows to reduce steps and provide real‑time feedback during applications. The solution sped up quote delivery and approvals, enabled remote underwriter access, supported white-label rollouts across regions, and delivered measurable gains in lead acquisition, retention and internal efficiency (faster time to market and quicker insurance updates).

Workplace Assured