
Financial services · Full platform · AI assistant
Insurance broker go-to-market platform
20 pages · lead funnel · AI client support
A complete launch platform for an Australian insurance broker: marketing website, lead qualification funnel, client portal backed by a database, and a secure AI assistant for first-line client questions.
- Website + landing pages
- 20 Pages
- Kick-off to launch
- 3–4 Wks
- Private AI assistant
- Secure
The challenge
A solo insurance broker needed more than a brochure site. They needed a credible digital presence, a qualification funnel that filtered serious leads, a client portal foundation, and an AI layer that could answer common questions from approved material without exposing sensitive data or requiring a full support team from day one.
The solution
We delivered a custom Next.js site with around 20 pages, including vertical SEO landing pages, a multi-step eligibility funnel, and a self-serve CMS so the broker could update content without developers. Phase-one portal infrastructure runs on PostgreSQL. A background service agent on AWS Bedrock with Strands handles client information requests from a controlled knowledge base: scoped answers only, with no open-ended chat on public models.
Key results
A complete go-to-market platform the broker owns: public site, lead capture, portal foundation, and stage-one AI client support in one engagement. The stack is structured for phase-two portal expansion without re-architecting from scratch.
Technologies
- Next.js
- PostgreSQL
- AWS Bedrock
- Strands Agents
- CMS
- Custom funnel
- SEO


