Client work / Insurance / Digital systemsCase 02

Sertler & Associates

A reputation this strong should look the part.

A modern, multilingual digital presence connected directly to the operating system behind the agency.

View the live site
Sertler & Associates multilingual insurance website displayed on a laptop

Sertler & Associates / Live digital experience

01 / The disconnect

The business had earned trust.
The website hadn’t.

Sertler & Associates had the reputation, relationships, and producer mindset of a high-performing independent agency. Its website told a different story.

The experience was dated and static. It did little to reflect the team’s standing in the market—and it stopped at the form instead of connecting new opportunities to the people responsible for them.

BEFORE

A digital brochure

  • Dated, static presentation
  • No connection to agency systems
  • Limited multilingual experience
  • Manual lead handling
→
AFTER

A connected front door

  • Modern, credible experience
  • Multilingual customer journeys
  • Structured lead capture
  • HarborIQ routing + assignment
02 / The idea

Don’t redesign the website.
Connect the business.

The public experience and the operating system were designed as one system. A prospect can understand the agency in their language, ask for the right kind of help, and enter a workflow that knows where the opportunity should go next.

01

ATTRACT

A polished, current expression of the agency.

→
02

UNDERSTAND

Clear paths by need, service, and language.

→
03

CAPTURE

Structured forms that collect useful context.

→
04

ROUTE

HarborIQ assigns each lead to the right producer.

→
03 / What we built

One connected engagement

Brand expression.
Website.
Operating workflow.

01Positioning + digital direction
02Responsive website experience
03Micro-interactions + motion direction
04Multilingual content architecture
05Quote and lead-generation flows
06HarborIQ integration + assignment logic
04 / The result

Now the experience reflects the agency behind it.

The new site is live, multilingual, and connected. It brings the agency’s digital presence up to the standard of its real-world reputation while turning interest into organized, assigned opportunity inside HarborIQ.

Visit Sertler & Associates
“WRKSTREAM gave us more than a new website. They helped us present the agency the way we wanted and connected it to how we actually handle new business across our languages, our people, and our systems.”Andy Sertler / President, Sertler & Associates