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Financial Services & Insurance

A broker portal that brokers actually use

Brokers and sales partners need rates, documents and applications in one place. Laioutr puts the portal frontend on top of your policy administration, quoting engine and document store. Who sees what is decided by your systems, not by the page builder.
A broker portal that brokers actually use

How Broker portals & B2B sales companies grow with Laioutr

  • 1.2 s
    median LCP
  • < 14 days
    median migration time
  • ~65%
    shorter time-to-launch for landing pages

The challenges in Broker portals & B2B sales

A broker portal is rarely one site. It is rate overviews, a quoting engine, a download center, training and a commission view, grown over years, each piece with its own interface.

Brokers do not compare you with other insurers. They compare you with every portal they use elsewhere. Someone who cannot find a policy condition picks up the phone or picks the next provider.

  • A portal made of separate parts

    Every module has its own navigation, its own search and its own login behavior. To a broker it feels like several portals.

  • The documents are there, just not findable

    Terms, product information documents and application forms live in the document store. In the portal they end up in lists nobody searches.

  • Portfolio data stays locked away

    Portfolio, commission and application status sit in their own systems. Without a connection, the portal stays a brochure.

  • Changes take too long

    A new rate generation, a new promotion, a new training series: a developer ticket every time. Sales waits while the content is ready.
Portal

Everything a broker needs in one place

Rates, documents, calculators and status live in the same frame, with one navigation and one search. What a broker sees is decided by your system.

Lines of business, rate generations and target groups sit in one structure. A new generation is a record instead of a new template.

Terms, product information documents and forms hang off the rate they belong to. They stay maintained in the document store.

The quoting engine and the application journey start from inside the portal, with the broker number and the current context. The context travels along instead of being typed again.

Built with
Operations

Content the sales team maintains itself

Promotions, training and rate news get built by your sales marketing team in the visual editor. Engineering stays on the connections.

A sales promotion comes out of existing sections and needs no release window. The engineering calendar stops being a factor.

Business owners and compliance review the preview before any broker sees it. Your approval workflow stays yours.

Brokers, tied agents and cooperation partners get their own areas as variants of the same structure. Shared content is maintained once.

Built with
Findability

Fast to open, fast to the answer

The portal is delivered from the edge, and rate and document search run through connected search services.

One search across rates, terms and forms instead of three separate lists. The AI products for search and discovery rank by what was meant.

Brokers work between appointments. Pages from the edge cache and images from the CDN keep the portal usable on a weak connection.

Which rates, documents and training people really use shows up in your connected analytics. That is what the next portal page is built on.

Built with
Integration

Connects with your existing systems

  • Doxis
  • Coveo
  • Docusign
  • OneTrust
  • Inxmail

Most of you run policy administration, a commission system, a quoting engine and a document store for terms and forms. You connect those through apps from the App Store and the portal frontend sits on top.

Where a B2B commerce system is also in use, for added services or sales material, we usually see Spryker, Intershop or OroCommerce.

Get started faster

With templates for your industry

  • Our UI Growth Kit for B2B

    Storefront building blocks for B2B commerce: account-specific pricing, quoting and self-service flows.
    View Growth Kit
  • Frontend Blueprints for Financial Services & Insurance

    Frontend Blueprints for Financial Services & Insurance

    Proven reference architectures and page blueprints that take typical B2B and D2C scenarios live in days instead of weeks.
    Discover Blueprints

Resources for Broker portals & B2B sales

Frequently asked questions about Laioutr for Broker portals & B2B sales

No. Laioutr is the frontend layer on top of the systems you already run. Portfolio, commission and applications stay where they are.

Roles and permissions come from your system through the connection. The frontend shows what the system releases.

Terms, product information documents and forms hang off the rate they belong to and also sit in one shared search. They stay maintained in the document store.

Time to launch for landing pages drops by around 65%, because the building blocks exist. For seasonal promotions that is exactly what counts.

Median migration time for the frontend is under 14 days. How long connecting your policy systems takes depends on their interfaces.

Yes. Content publishes only after your approval, and the review happens on the real preview instead of an export.

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Strategy call

Ready to turn your frontend into a control layer?

Show us your stack, your roadmap, your replatforming scenario, and we'll show you how Laioutr fits, what it costs, and how fast you go live.

"After 30 minutes, we knew Laioutr makes our replatforming feasible." - Daniel B., CEO, hygibox.de

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