E-commerce development for Insurance and finance
Catalog, payment and stock talking to the ERP — not three separate systems.
In practice, what changes for insurance brokers and financial advisories: An order is entered once and travels on its own to invoice and shipping label.
We build online stores wired into the ERP and the payment gateway, with a catalog structured for search, a short checkout and calculated shipping. An order in the store becomes an order in stock and an invoice, with no double typing.
A store that does not talk to stock turns into manual work across three screens. That cost never shows up in the proposal and shows up every day in the routine.
The typical bottleneck in this sector
Quoting requires data nobody wants to type into a long form, while competitors answer in minutes.
What changes in the pipeline
- Short form: enough to quote, the rest in conversation
- Immediate routing with first-response time measured in minutes
- Renewal reminders driven by the previous policy date
What is included
- Store with catalog, variants, search and optimized checkout
- ERP integration (Bling, Omie, Tiny, Conta Azul) and tax invoicing
- Payment methods, shipping and stock rules
- Product and category SEO, Google Shopping feed
- E-commerce tracking and remarketing configured
What changes in your operation
An order is entered once and travels on its own to invoice and shipping label.
How we measure results here
Cost per answered quote and renewal rate in the portfolio.
What defines the cost: catalog size, product variants, ERP and payment integration, and shipping rules. Platform and gateway licenses are contracted by you, directly with the vendor.
Straight answers
It is a regulated market, can I advertise?
You can, within the regulator rules and what the insurer authorises. We avoid coverage promises, misleading comparisons and prices without conditions.
Off-the-shelf platform or custom build?
It depends on the catalog and the operation. For most cases an established platform is cheaper and more stable. Custom only when a business rule no platform solves — and we name that rule before proposing it.
Can you sell into Brazil from abroad?
Yes, and the hard part is never the storefront — it is tax invoicing, payment methods and shipping rules. We map that in the diagnosis before any development starts.
Who loads the products?
The initial load can be ours, from a spreadsheet or the ERP. Day-to-day maintenance stays with your team, with recorded training included.