Challenges
Prévoyance Plus wanted to offer a simple and effective digital service enabling individuals to obtain an initial estimate of their pension situation.
The challenge was to create a tool that was accessible to all, with several levels of accuracy, while providing partner brokers with a management and monitoring space.
Another major challenge was to integrate a reliable and user-friendly calculator into the existing website in order to capture new leads and strengthen user confidence.
Our solutions
We designed a comprehensive pension calculation platform, developed on the PHP Flow framework, offering a robust and scalable architecture.
Several forms were created, ranging from quick calculations – available directly on the Prévoyance Plus WordPress site – to detailed forms allowing for a more comprehensive analysis of the user's situation.
A management console has also been developed, offering insurance brokers secure access to use the tool and assist their clients in preparing for retirement.
Integrating the calculator into the WordPress site has streamlined the user experience and generated qualified leads in just a few clicks.
The benefits
Thanks to this solution, Prévoyance Plus now has:
A simplified user experience
Quick and intuitive calculations, accessible to all visitors to the site.
Qualified lead generation
Users can easily get in touch with a broker after running their simulation.
A professional tool for brokers
A centralised management console allows them to monitor and support their clients.
A robust and scalable solution
Based on PHP Flow for calculations and WordPress for the website, ensuring performance and flexibility.
