Skip to main content

An Insurance Website with a Personal Touch

Catholic Financial Life

Choosing and managing life insurance can be overwhelming and intimidating. Catholic Financial Life, a non-profit financial services group, set out to change that by making insurance personal. Find out how Ascedia helped turn their website from an info hub to an engaged online community, all while improving operational efficiencies.

Catholic Financial Life Logo
Preview 1 - CFL Home Page
Preview 2 - CFL Financial Goal
Preview 3 - CFL My Solutions

Challenge

Catholic Financial Life had an internal team with limited tech experience managing a surplus of product information within a non-responsive website platform. Their team needed a website that was easy to manage and navigate. Stronger UX/UI was needed to alleviate customer service calls. Above all, the website needed to become a place to build community and personal connections.

Catholic Financial Life

Solution

Ascedia combined several of Kentico's features to accomplish Catholic Financial Life's website goals.

Experience Design

With the improved UX/UI, customers find what they need faster. CFL's staff saw a reduction in calls for inquiries like "what's my coverage status?"

Community Engagement

CFL can confidently say they make insurance personal.  A new Prayer Network allows users to post intentions and join nearly 143,000 CFL members in prayer. Intentions can be escalated to the Pope's Worldwide Prayer Network.

Marketing Automation

Kentico was chosen for its scalability. Catholic Financial Life's new website is just a piece of an even bigger digital marketing vision. HubSpot will flex to future efforts, like email marketing automation.

Client Portal

Kentico's account functionality was utilized to create a secure client portal using two-factor authentication.

Kentico Integration

The inclusion of a Prayer Network engages Catholic Financial Life's community. We used form and API functionality to integrate Kentico with the Pope's Worldwide Prayer Network.

Flexibility

Financial reps enjoy a responsive website; they can bring tablets to client appointments and create online accounts on the spot, reducing paperwork and reducing bottlenecks.

With the improved UX/UI, customers find what they need faster. CFL's staff saw a reduction in calls for inquiries like "what's my coverage status?"

CFL can confidently say they make insurance personal.  A new Prayer Network allows users to post intentions and join nearly 143,000 CFL members in prayer. Intentions can be escalated to the Pope's Worldwide Prayer Network.

Kentico was chosen for its scalability. Catholic Financial Life's new website is just a piece of an even bigger digital marketing vision. HubSpot will flex to future efforts, like email marketing automation.

Kentico's account functionality was utilized to create a secure client portal using two-factor authentication.

The inclusion of a Prayer Network engages Catholic Financial Life's community. We used form and API functionality to integrate Kentico with the Pope's Worldwide Prayer Network.

Financial reps enjoy a responsive website; they can bring tablets to client appointments and create online accounts on the spot, reducing paperwork and reducing bottlenecks.

2

2x increase in accounts

5000

5,000 Live Event Interactions

1200

1,200 find a rep lead clicks

Catholic Financial Life

Organization:

Catholic Financial Life

Industry:

Finance & Banking

Services Rendered:

Experience Design

Digital Strategy

Development

Content Management

Technical & Database Integration

Digital Marketing

Let's Talk