Mission Point Planning and Retirement of Troy, MI acts as a “Retirement CFO” for their clients, providing objective and unbiased advice on all financial matters pertaining to retirement planning and wealth protection.
Their Needs
Mission Point wanted to a new website to provide data to federal employees that would show them how much they could save by switching to another insurance carrier. Federal Employees’ Group Life Insurance (FEGLI) data would be provided, allowing employees to compare carriers and view estimated rates. The site also needed to match the look and feel of the current Mission Point website.
Provisio's Solution
Provisio built SaveonFegli.com and transformed an existing spreadsheet of data into a web database. It aggregated insurance rate estimates with just a few pieces of data submitted by users via webform. The custom-designed software provided a rate calculator based on the user-submitted information, presented different insurance carrier for comparison, and sent notifications to the appropriate staff when site users submitted a form.
The team also designed and built pages including FAQ’s, case studies and a Request a Quote feature.
Added Value
Provsio made updating the backend data as simple as possible. Mission Point can easily update it using an Excel import that is integrated with the custom built software.